Coming Soon
Upload your PPM. Get a risk score you can actually use.
Private Deal IQ turns complex offering documents into a clear, evidence-backed risk score across liquidity, market, business, leverage, governance, fees and docs—purpose-built for individual investors and RIAs. Works across Reg D, Reg S, Reg CF, and Reg A offerings.
Overall Risk Score: High (72/100)
Liquidity: High • Leverage: Medium • Business: High • Governance: Medium • Fee Drag: Medium
Key factors detected: Redemption lockup 36m • Floating-rate debt • Sponsor GP commit <1% • Auditor not PCAOB
Based on extracted terms from PPM v2.1 (uploaded 08/23/2025)
Reg D Score
Built for U.S. Regulation D exempt offerings (e.g., 506(b)/(c)). We parse your PPM and marketing collateral, quantify liquidity, leverage, market and business risks, and output an investor-friendly score with red-flag citations.
Get Reg D ScoreReg S Score
For offshore offerings under Regulation S. Adds cross-border factors (jurisdictional risk, FX exposure, offering restrictions) to the core model so RIAs and global investors can compare risk apples-to-apples.
Get Reg S ScoreAlt Risk Score
One model for everything else (not Reg D or Reg S): Reg CF, Reg A, and other exempt/private deals. Scores liquidity, market, business, governance, and fee drag with benchmarks by asset type.
Get Alt Risk ScoreOffer Doc Check
A document integrity and completeness review of your PPM/offering docs. Flags missing sections, inconsistent terms (e.g., fees in summary vs. LPA), and identifies stale or non-standard disclosures.
Run Doc CheckHow it works
-
Upload documents
PPM, subscription docs, LPAs, term sheets, pitch decks—PDF or DOCX. -
Extract key terms
AI parses fees, lockups, leverage, use of proceeds, auditor, valuations, conflicts. -
Score the risks
Liquidity • Market • Business • Leverage • Governance • Fee Drag • Doc Quality. -
Download the report
Shareable PDF with score rationale, red flags, and side-by-side deal comparisons.
- ✔ Liquidity & redemption risk (lockups, gates, side-pockets)
- ✔ Market & rate sensitivity (beta, floating-rate debt, refinancing)
- ✔ Business model risk (customer concentration, pipeline, unit economics)
- ✔ Leverage profile (LTV/DSCR, covenants, cross-defaults)
- ✔ Governance & controls (auditor, valuation policy, GP commit, conflicts)
- ✔ Fee drag & expenses (management, carry, waterfalls, transaction fees)
- ✔ Document quality (completeness, consistency, staleness)
Simple pricing
Single Deal
- PDF risk report
- Top red-flags & rationale
- Email support
Advisor
- 10 deals / month
- Client-ready branding
- CSV export & comparisons
Enterprise
- API access
- Custodian integrations
- Custom risk factors
Get your risk score
Upload your PPM and related documents. We’ll generate a score and a shareable PDF. (Max 50MB)
Clarity before you wire. Understand lockups, leverage, and red-flags—without reading 300 pages solo.
Faster diligence and client-ready reports. Document your rationale and compare multiple deals side-by-side.
Data encrypted in transit and at rest. Optional no-retain mode. Role-based access for advisor teams.