Unified search
Search by company, market, person, investor, fund, deal or document, then keep working from the same context.
Private Equity
Turn a thesis into a target universe.
Build market maps, screen companies, review ownership and transactions, keep diligence sources together and monitor selected companies after investment.
Workflow
01Thesis
02Market discovery
03Target screening
04Diligence
05Investment committee
06Portfolio monitoring
Linked entities
Move from a company to its investors, funds, people, transactions, financials and source material without starting over.
Sources attached
Keep source links, reporting periods and freshness visible alongside research and AI-assisted answers.
Research views
Use tables, filters, charts and comparable sets built for financial research rather than generic dashboards.
Watchlists and alerts
Follow companies, markets and saved searches, then review the underlying evidence when something changes.
Shared workspaces
Save screens, notes, lists, maps and research collections so teammates can pick up the same research thread.
Source context
Keep the source trail visible.
Capital Almanac keeps source context, reporting periods, freshness and unavailable-data states visible so researchers can see what supports a record or conclusion.
Source provenance
Keep the provider, document and evidence trail close to the supported fact.
Linked evidence
Open filings, calls, announcements and other source documents from the research view.
Freshness metadata
See reporting period and update context instead of treating every record as equally current.
Connected records
Understand how companies, people, investors and transactions relate to one another.
Capital Almanac
See how Capital Almanac fits your research process.
Tell us what your team researches, which markets matter and where source visibility or workflow integration would save the most time.
Clear answers for serious research.
How Capital Almanac handles source material, unsupported information and the path from a research question to a reviewable answer.
How can Capital Almanac support private equity teams?
Capital Almanac is designed to support thesis development, target screening, diligence, transaction research and portfolio monitoring from connected company, market, transaction and document context. The value of a workflow still depends on having legitimate source coverage for the entities, fields and markets being researched.
Does the platform replace specialist judgment?
No. Search, structured data and AI-assisted research can reduce manual collection and help organize evidence, but the professional using the research remains responsible for interpretation and the final work product. Material conclusions should be reviewed against the underlying sources.
How does Capital Almanac handle unsupported or missing information?
Capital Almanac is designed to keep a field unavailable when a trustworthy source does not support it. The product should not invent company, market, transaction, ownership, valuation or performance facts to make a research view appear complete.