For private equity deal teamsFrom first look to funds flow, one record.
Delta is deal management software for private equity. It runs pipeline, due diligence, documents and closing on one record. Agents read the paper and propose. Your team decides.
How a deal moves
One spine. Six gates.
Every stage asks the same four things: what must come in, what the team does with it, what goes out, and what has to be true before the deal moves. The gate computes from the record. It never opens on assertion.
- 01IntakeEnough identity to screen: who, what, size, source.
- 02ScreeningThe buy box clears its floor, or a formal exception says why.
- 03LOITerms reviewed against the standard. Variances defended.
- 04RaiseCapital committed. Carry table and vehicle recorded.
- 05DiligenceThe committee votes on an assembled memo, not a verbal update.
- 06CloseFunds flow complete. Every checklist line cleared.
What is inside
The workbenches, and the queue that feeds them.
Agents propose. People decide.
Every extraction, reconciliation and meeting note arrives as one card: the claim, its source, the priced consequence, then the verbs. Confirm writes it through. Dismiss asks why, and keeps the answer.
A due diligence checklist per vertical.
Three hundred lines by department, two review lanes, seller requests and Q&A on the line they belong to. Uploads land on the item they answer.
Four periods, side by side.
Screening, LOI, quality of earnings and current, on every figure. An entered value beats a computed one, and the trail says which is which.
Ask the deal.
A question lights the fields and documents it read. Figures come from the record or the page, never from memory. What it cannot answer, it says.
What needs you, today.
Tasks you own, cards you owe, paper in your queue, replies that are waiting. One list across every deal. Each row is a door.
The letter leads. Decisions ride beside it.
AXIS is the document workbench: draft from the clause library, compare a turn against the terms you ratified, and see a breach before counsel does. It works beside Microsoft Word, and it never prices a number the paper does not contain.
Also inside: pipelines for deals and raises, CRM with investor profiles, tasks and projects, a seller portal on magic links, inbox, sector playbooks and a knowledge base.
Principles
Rules the system keeps.
These are not settings. They are how Delta is built, and they hold whether the AI is on or off.
- Nothing writes silently.
- Every agent proposal waits for a person. Confirm is the only thing that changes the record, and the card stays badged as agent-origin after.
- Every number has a source.
- A figure without provenance is an assertion, and Delta does not price assertions. One click from any number reaches the field, the document, the page.
- Dismiss asks why.
- There is no bare X. The reason is structured, recorded with the card, and read back when the same claim comes around again.
- Nothing external sends in one gesture.
- Approving content and releasing it are separate, visible acts. A reply to counsel, a request to a seller, a packet to the committee: two steps, every time.
- It works without the AI.
- Every workflow can be done by hand. The agents make it faster. They are never the only way through.
Delta was built inside Verde Equity Partners to run the firm’s own acquisitions, and it runs them today. It began as a diligence engine. It became the record the whole deal lives on.
Common questions.
What is Delta?
Delta is deal management software for private equity teams. It keeps a deal's pipeline, due diligence, documents and closing on one record, from first look to funds flow.
Who is Delta for?
Delta is for private equity deal teams: the partners, associates and operators who source, diligence and close acquisitions. Sellers and their advisers take part through a portal link and do not need an account.
What does Delta replace?
Most deal teams run a deal across a CRM, a data room, spreadsheets, a task tool and email. Delta puts the pipeline, the due diligence checklist, findings, seller questions, documents and the closing checklist on one record, so a figure reads the same everywhere it appears.
How does Delta use AI?
Delta's agents read uploaded documents, extract figures, flag where two documents disagree and draft findings. Each proposal arrives as a card that shows the claim and its source. Nothing changes the deal record until a person confirms it, and a dismissal records the reason.
Does Delta work without the AI?
Yes. Every workflow in Delta can be done by hand. The agents make the work faster, and they are never the only way through.
How do I get access to Delta?
Access to Delta is by invitation. Write to jhamby@verdecompanies.com to ask for a walkthrough on a live record. Existing users sign in at app.deltadeals.ai.
Who builds Delta?
Verde Equity Partners built Delta to run the firm's own acquisitions, and runs them on Delta today.
See it on one of your deals.
Access is by invitation. Write to us and we will set up a walkthrough on a live record.