Co-Analyst for Originations

Deal approval packs, assembled autonomously.Hallucination Contained.

EVIE™ coordinates documentation, runs risk extraction, and generates committee-ready approval packs inside your environment. Origination teams focus on deal judgement. They don't build the packs.

deal workflow: running
Document IngestionCOMPLETE
Risk ExtractionCOMPLETE
Approval PackGENERATING
Committee SubmissionQUEUED
deal data never leaves your walls · every output cited
What We Deliver

Autonomous deal origination: from approval packs to committee submissions, inside your walls

At volume, manual due diligence caps how many opportunities a team can properly evaluate without adding headcount. Consistency and depth of analysis vary by deal and analyst. ProSyft fixes both, doubling deal throughput with the same team. Co-Analyst's fire-and-check model assembles approval packs and committee materials autonomously, so your team focuses on judgement, not document assembly, with deal data never leaving your environment.

Faster approval of complex deals
Deal-specific risk requirements, applied automatically
Consistent decision standards across originations
Clear ownership and structured approvals
Enable ongoing monitoring and reporting post-origination

How Co-Analyst Automates Originations

Seven automated stages from data ingestion to completed investment memo and thesis review. Human review sits between every stage.

Co-Analyst originations workflow diagram

Live deployment architecture. Runs inside your environment.

From data room to IC pack. Automatically.

Co-Analyst handles the assembly so your analysts focus on the judgement calls that matter.

Structured and non-standard deal origination

Reads teasers, CIMs and data rooms to auto-generate risk analyses and investment theses. 2x deal throughput with the same team.

Jurisdiction and product specific origination workflows

Applies the right compliance and documentation requirements for each deal's geography and product type automatically.

Exception handling and escalations

Flags red flags and structural anomalies automatically before any deal reaches the IC. Not after.

Post-approval handover and monitoring readiness

Generates handover packs and monitoring triggers at approval so nothing falls through the gap between deal close and portfolio management.

Automated approval pack generation

IC and LP packs assembled automatically with version history, commentary alignment and full data provenance.

How it Works

How it Works

ProSyft deploys EVIE, your private AI workflow orchestration engine, inside your environment. Co-Analyst's fire-and-check model runs deal workflows autonomously so origination teams review approval packs rather than building them.

01

Connect natively, no export, no upload

EVIE connects natively to your data lake, deal management systems, and document stores, no export, no upload, no deal data leaving your environment.

02

Autonomously generate approval packs with hallucination contained outputs

Produce credit papers, approval packs, and committee materials autonomously, with every output cited to source data and structured to your internal standards.

03

Parse, understand, and extract insights

Co-Analyst reads teasers, CIMs, data rooms and financials to auto-generate risk analyses, investment theses and valuation snapshots. Red flags are identified automatically. Thesis alignment is checked before any opportunity reaches the IC.

04

Sovereign deployment: deal data stays inside your walls

Deploy inside your Azure tenant or on-prem: deal data never leaves your environment, with client-owned approval workflows and full audit trails.

Benefits

Benefits

Speed
Shorten origination cycles by reducing rework and unnecessary reviews.
Hallucination Contained
Every approval pack output cited and traceable to source, consistent across deal documents, data, and approvals.
Governance
Maintain clear ownership, rationale, and audit trails for every decision.
Scalability
Support higher deal volume and complexity without linear headcount growth.
Sovereignty
Deal data stays inside your environment, not in a third-party cloud, not shared with an AI provider.
Off-the-shelf
Live in weeks, not months, with native connectors to your existing deal management and data systems. No 12-month build.

See Co-Analyst Working for Originations Teams

See how origination teams automate deal approval packs and committee submissions, with hallucination contained outputs and no deal data leaving your environment

Request a Demo