Private Equity

Diligence Faster.
Monitor Smarter.

From CIMs to IC memos to portfolio dashboards — every output is source-traced. One platform for your entire deal lifecycle.

Calls

Every management call, captured.

Emblem transcribes management presentations, expert calls, and deal meetings — tagging each to the right deal and surfacing key takeaways for your IC memos.

Management Call — AlphaWidget Inc.
Management PresentationMar 6, 2026 · 52 min · 3 speakers
AlphaWidget Inc.
MT
Michael Torres02:14

Walk me through the EBITDA bridge from last year. The CIM shows $36M but the adjustments aren't clear.

SC
Sarah Chen02:31

Sure — reported EBITDA was $32M. The $36M includes a $2.4M lease normalization and $1.6M in one-time integration costs from the Apex acquisition.

MT
Michael Torres03:08

And what's the customer concentration look like? Top ten accounts.

SC
Sarah Chen03:18

Top ten is about 34% of revenue. Largest single customer is 6.2%. We've actually been diversifying — that was 42% two years ago.

LTM EBITDA $36.4M · Top-10 concentration 34% · $2.4M lease adj · Apex integration complete
IC Presentation — AlphaWidget Inc.pptx
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Proposed LOI Structure

AlphaWidget Inc. · Confidential · March 2026
Purchase Price$285M7.8x LTM EBITDA
Structure100% CashNo rollover equity
Earnout$25MBased on 2027 EBITDA
Working CapitalPeg + NWCTrailing 12-mo avg
Exclusivity45 DaysFrom LOI execution
Expected CloseQ3 2026Subject to HSR
Sources: LOI Draft v3, Management Call (Mar 6), QoE Report
Decks

IC decks that build themselves.

From CIM to IC presentation in minutes. Charts, comps, and metrics pull live from across the deal — no copy-paste, no stale numbers.

IC Memos

Source-traced IC memos.

Upload a data room. Emblem reads every document, structures the analysis, and produces an audit-ready IC memo — with every claim traced to its source.

Deal Flash — AlphaWidget Inc.
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Deal Flash / Data Pack

AlphaWidget Inc. · Platform Add-On · Confidential

Opportunity Overview

2
5

Key Financials

9
7
Sources2CIM p.85Management Model9QoE Report
Financial Model.xlsx
FileEditViewFormatDataTools
A
B
C
D
E
1
Metric
2024
2025E
2026E
Source
2
Revenue
$142.8M
$168.4M
$196.2M
CIM
3
EBITDA
$36.4M
$44.8M
$54.6M
Calc
4
Margin
25.5%
26.6%
27.8%
Derived
5
EV/EBITDA
10.2x
8.3x
6.8x
Comps
Summary
Assumptions
Returns
Comps
Models

Models from source data.

Assumptions populate directly from CIMs and financials. Every AI-calculated cell is traceable — click any number and follow it back to the source document.

Portfolio

Real-time portfolio monitoring.

Portfolio company metrics refresh as data arrives. No quarterly data collection, no spreadsheet wrangling — just a live view of fund performance.

Emblem

Fund Performance

Total Invested$630M
Current Value$12.8B
Fund IRR129.13%
Fund TVPI2.84x
Invested vs Current Value
IRR Over Time
Deal Breakdown
CompanyInvestedCurrent ValueMOICIRRStatus
Arcline Industries$82M$1.9B23.2x142%Active
MedFlow Health$120M$3.4B28.3x156%Active
Presto Logistics$95M$2.1B22.1x118%Active
Luminos Energy$68M$1.2B17.6x98%Realized
Integrations

Plugs into your stack.

CRMs, cloud drives, AI models, and Office formats — Emblem connects to the tools your firm already uses. No migration, no lock-in.

CRM
Affinity
DealCloud
Salesforce
HubSpot
Attio
Airtable
Cloud Storage
Google Drive
OneDrive
Box
Dropbox
Egnyte
AI Models
OpenAI
Claude
Gemini
Grok
DeepSeek
Output
Word
PowerPoint
Excel
Full Lifecycle

CIM to board deck
— one secure platform.

Diligence, monitoring, and LP reporting stay connected. The data room that built your IC memo feeds the dashboard that tracks the company for years to come.

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