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AI-powered collaborative diligence platform.
Custom-built for investment professionals.

Collaborative workspace where AI agents do the grunt work while you deliver insights. Stop burning $250K per associate on desktop research and VDR review.

Document IntelligenceUnderstands CIMs, VDRs, and investment concepts
Data and ExpertsOn-demand through integrated workspace - zero vendor chaos
AI AgentsDraft deliverables while you focus on extracting high-value insight
Institutional MemoryCompounds across deals while maintaining confidentiality

Built by operators who shipped industry-leading aerospace diligence at scale.

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The diligence stack is broken.

Associates doing manual VDR review. Generic AI citing bad sources. Your institutional knowledge locked away. Every deal rebuilt from scratch.

$200K-300K
per associate
Manual VDR review, extracting data from 10-Ks, management presentations or Wikipedia. AI built for investment docs should do first-pass analysis.
100s of deals
locked away
CIMs, diligence reports, VDR analyses - completely unsearchable. Can't find: 'Every supplier risk we flagged in aerospace deals.'
Generic AI
= Bad sources
ChatGPT hallucinates and cites low-quality aggregators. Associates don't know which trade pubs matter, which data to trust.
Every deal
starts from zero
New principals rebuild industry maps you perfected 50 deals ago. No institutional memory = wasted expertise and slow ramp.

Three Intelligent Pillars.
One Foundation.
Built for Investment Diligence.

Not generic enterprise AI. Purpose-built for PE, VC, and advisory teams who need speed without sacrificing rigor.

Project Command Center

Project tracking & ACL hub

1

Exchange

2

Workspace

3

Knowledge

Foundation

Document Intelligence

Foundation Layer

Drag to explore

Aerospace-Grade Rigor. Built for Every Industry.

We're launching in aerospace because we know it deeply - but the platform is designed to scale across industries

Why Aerospace First

  • Deep expertise: 25+ years in aerospace M&A, supply chain, and competitive intelligence
  • Toughest requirements: Complex regulations, global supply chains, technical depth forces robust architecture
  • Proven relationships: Established network across PE firms, primes, suppliers, and industry experts

Platform Advantages for Other Industries

  • Regulatory rigor: Built to handle complex compliance requirements
  • Technical depth: Handles complex technical documents and data structures
  • Global scale: Designed for international operations and multi-jurisdiction requirements

Industry Expansion Roadmap

Q1

Industrials

Supply chain mapping, manufacturing operations, quality systems

Q2

Technology

IP analysis, competitive positioning, product roadmap assessment

Q3

Healthcare

Regulatory documents, clinical trial analysis, provider due diligence

Q4

Financial Services

Transaction analysis, portfolio assessment, regulatory review

Modular architecture means new industries require domain-specific datasets and agent training - not platform rebuilds. The core capabilities (Document Intelligence, Knowledge Base, Workspace) are industry-agnostic by design.

Calculate your savings

See how WindShift reduces time and costs across your diligence workflow.

Windshift Platform Maturity

Phase 1
10% savings
EarlyGrowingMatureAdvancedFull

Windshift Per Deal Savings Calculator

$600M
4 weeks
5 vendors

Internal Cost Savings

$19,179

11% reduction from baseline

Advisor Fee Savings

$57,538

11% reduction from baseline

FTE Days Saved

14 days

Hours Saved

~110 hrs

Advisor fee:$523,077
Internal baseline cost:$174,359
With WindShift:$155,179
How this is calculated

• Advisor fee & internal costs interpolated from historical experience

• Costs scale linearly with deal size and timeline (weeks)

• Savings% = 50% × phase factor (phase 1=10%, 5=50%)

• FTE days = 63 × (weeks/4) × phase factor

Start with a structured demo.

Get up and running quickly with our B2B SaaS platform. No complex setup required.

1

Book a Demo

Schedule a personalized walkthrough to see how WindShift fits your workflow.

2

Quick Onboarding

Get your team up to speed with guided setup and intuitive workflows.

3

Start Analyzing

Begin using WindShift immediately to accelerate your diligence process.

Most teams are productive within days, not weeks

"Finally, a platform that understands how diligence actually works. Built by people who've been in the trenches."

- James ChenPartner,

Ready to transform your diligence workflow?

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