WindShift Logo

The Operating System for
AI-Native Investment Diligence.

WindShift turns fragmented diligence inputs into structured research, verified analysis, and Office-native outputs. Automated knowledge capture makes every next deal faster.

Built to verify. Built to ship.

Diligence is a
speed, insight, and
angle competition.

Deal teams face shorter timelines, larger data rooms, more bidders, and higher standards of proof. The old model, adding more people, more point tools, and more manual review, doesn't scale.

AI tools can improve tasks.
AI-native execution redesigns the workflow.

More data
less time
VDRs, CIMs, contracts, filings, transcripts, web research, and prior work all need to be synthesized under compressed timelines.
Manual execution
still dominates
Teams still spend too much time collecting sources, cleaning data, checking claims, building slides, and recreating work that should be reusable.
Chatbot-grade
won't survive IC
Investment work demands structure, provenance, and auditability. Outputs have to survive partner review, not flatter their author.
Knowledge lost
between deals
Models, frameworks, comparative sets, and expert insights live in SharePoint and email. Every engagement starts from zero.

The Platform in Action

Not slides about a product. The product itself, running in production, delivering results.

Workflow Canvas

Build any workflow. Drag, drop, done.

Connect agents, tools, and data sources visually. Save templates. Run on new data. Your procedures, your way.

  • Workflow canvas, no code required
  • Reusable workflow templates across engagements
  • SDK for custom nodes and enterprise extensions
Core Templates

Skip the blank canvas. Start on day one.

Pre-built workflows for the analyses your firm runs most. Vetted end-to-end and editable down to every node.

  • M&A: Screening, Thesis, Synergy
  • Markets: Competitive, Sizing, Exploration
  • Engagement: SOW Draft, Contract Review, Scaffolding
Research to PPTX

15 minutes. Topic to board-ready PowerPoint.

Punch in a topic. AI researches, synthesizes, generates slides. Export to native PPTX. Not assembled. Generated.

  • Deep research with source verification
  • Structured synthesis into slide narratives
  • Office-native PPTX, DOCX, and XLSX export
Knowledge Repository

Every deal makes the next one faster.

Graph-based institutional memory. Categorize, archive, query. Your firm's expertise compounds instead of walking out the door.

  • Knowledge graph visualization
  • Automatic categorization and archival
  • Query past engagements in natural language
Office Connectors

Work where you already work.

Office-native add-in live. Interact with WindShift directly in Excel, Word, and PowerPoint. No context switching.

  • Office-native add-in for Excel, Word, PowerPoint
  • Pull research and data without leaving your workspace
  • Push updates back to WindShift automatically

Calculate your savings

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

Per-deal savings
WindShift Calculator
Interactive | Live

Platform Maturity

Where your firm is on the WindShift adoption curve.

Phase 2
40% savings
EarlyGrowingMatureAdvancedFull

Per-deal inputs

Tune deal size, timeline, and vendor count.

$600M
4 weeks
5 vendors

Your per-deal savings

Money saved and time recovered against the historical baseline for a deal of this size and timeline.

Internal cost savings
$74,103
43% reduction from baseline
Advisor fee savings
$222,308
43% reduction from baseline
Team-days saved
35 days
Hours saved
~276 hrs
Advisor fee baseline$523,077
Internal baseline cost$174,359
Internal cost with WindShift$100,256
+−How this is calculated
  • Advisor fee & internal costs interpolated from historical baselines ($20M / $800M / $4B reference points).
  • Costs scale linearly with deal size and timeline (weeks).
  • Savings % by phase: 1=30%, 2=40%, 3=50%, 4=60%, 5=80%.
  • Team-days saved = 63 × (weeks / 4) × phase factor + vendor recovery.
  • Vendor cost overhead is 1% per vendor; recoverable share scales with phase.

*Estimates based on historical consulting engagement benchmarks.

Built to verify. Built to ship.

Most teams ship their first cited deliverable within a week. By month three, partners are recovering capacity for the work only they can do.

Or email us directly: hello@windshift.io