For private equity, venture capital and private credit

From the data room to the committee discussion.

Screen opportunities, analyze the company's records and structure the investment memo. Mool brings a repeatable research method to the deal, using your own files and the public evidence around them.

Start free Talk to sales

10 days of Pro, or of Firm on a work email address to start. No card needed.

Private equity and growth investment teams
Venture capital partnerships
Private credit and underwriting teams

The work

Every playbook

What you hand over, and what comes back.

Screen the opportunity
Review the teaser or CIM, test the company's numbers against public evidence, and surface the red flags and management questions.
Deal Screen
Build the committee memo
Research the business from the data room, compare the sponsor and management cases, and document valuation, scenarios and diligence status.
Investment Committee Memo
Review the quality of earnings
Evidence the EBITDA adjustments, analyze revenue quality and working capital, and reconcile net debt and cash conversion.
Quality of Earnings Review
Underwrite the credit exposure
Analyze credit metrics, base and downside cases, debt capacity, covenants, security and recovery.
Credit Underwriting Memo

Also for this desk

A piece of work, from start to follow-up

See the work.
Inspect what comes back.

Put Mool to workIllustrative briefs and output structures

Private equity, venture and credit teams

Get from the data room to the questions that matter.

Examine the business from its records, test the management case, and structure the committee memo around evidence, scenarios and unresolved diligence.

An example brief

Research this acquisition from the data room. Examine revenue quality, EBITDA adjustments, working capital and net debt. Compare the management case with a downside case and prepare the investment memo.

What Mool works from

The opportunity: A teaser or CIM, the investment question and the committee's requirements.
The company records: Management accounts, operating KPIs, models and diligence documents.
Market context: Public comparables, sector evidence and private-company data where available.

The work behind the answer

01Read the data room and reconcile the numbers
02Examine adjustments, cash conversion and assumptions
03Document scenarios, risks and diligence gaps

Explore the output

Example report outline

Investment committee memo

01
Business and investment rationale
The economics, market context and evidence behind the proposed investment.
02
Financial diligence
Revenue quality, EBITDA adjustments, working capital, net debt and cash conversion.
03
Cases and outstanding diligence
Management and downside assumptions, open questions and the work still required.

Go from the report to the supporting analysis. Charts and sensitivity panels are available where the work calls for them.

Private-capital playbooks are available on Firm; editable Office files are available on Pro and Firm. Examples describe possible work; the brief and available evidence determine the actual output.

Try this workflow Explore this workflow

What you get

Research with roots, for your desk.

01Deep
Read the data room and company records in full. Figures without evidence are reported as missing.
02Wide
Use workflows across private equity, venture capital and private credit. Private-company partner data on Firm is available where the provider covers the company.
03Alive
Use portfolio-company monitoring workflows to review management accounts, KPIs, cash, covenant headroom and the value-creation plan.
04Yours
Bring your own deal brief, models and documents. On Pro, get editable files; on Firm, draft playbooks from your firm's samples.

Beyond an individual workspace

License Mool around your clients, funds and portfolios.

Explore the service your firm wants to offer, including a firm-branded client experience. Scope the integration, access and commercial requirements with Mool.

Mool for firms Client experience

Bring the next deal. Start with the evidence.