Your investment workspace

Today

Decisions, tasks and active deals.

Firm snapshot

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Deal pipeline

Filters & pipeline stages

Approvals

Decisions, document requests, and proposed changes awaiting review.

Your review queue

0

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Agents

Track work, review blockers and assign your next task.

Assignments —

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The person stays accountable. Agents prepare outputs and surface blockers. Material decisions wait for approval.

Team and agent detailsPeople, specialists and communication map

Your investment team —

Select a person to see their work

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Specialist agents

Hired by your assistant

Firm memory

Who works with whom

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New opportunity

Name it and add the documents. Everything else is optional.

Project nameProject name is required. Deal sourceChoose a deal source.

Documents

A teaser or CIM is enough to start.

Add what you already knowOptional — the screen reads all of this from your documents

Only for what the seller told you but didn’t put in writing. Saved as the seller’s claims; a figure from a document replaces them.

Company or code name Sector Lead banker / intermediary NDA Current stage Revenue as presented ($) Seller-stated EBITDA ($) Asking enterprise value ($) IOI due Expected LOI date

Deal team

Deal-specific rules

+ Add a deal-specific rule

What happens next

Extract financials to structured rows before any model reads the file
Reconcile seller-adjusted EBITDA against QoE findings
Run the checks on every deal — revenue down 10%, gross margin down 200bps
Test against the mandate and flag conflicts
Open diligence workstreams and the initial request list
Surface prior IC decisions on comparable issues

Typical documents

CIMManagement presentationFinancial statementsOperating modelQoE reportCustomer analysisData-room indexLegal documentsMarket studyProjections

Screening

Companies the firm is looking at, scored against its mandate and past decisions.

Sourced and under initial review ()

Deals

Live deals, from the signed LOI to the close.

Live deals ()

What's next

Portfolio

The companies the firm owns, and the deals signed but not yet closed.

Bankers

Who sends the firm deals, and how those deals went.

Acquisition targets

Shortlist & activity

Call feedback

Company research

Network

Past deals

Every deal the firm has passed on or closed, in Verric and from its own records.

Calendar

Every deadline and meeting, tied to its opportunity. Diligence windows are computed from open items.

Meeting Call IC / partner Deadline Internal

SunMonTueWedThuFriSat

Agenda

Investment case

Screen an opportunity, review its sources, and prepare the investment case.

Run a screenGive it a CIM or teaser. An opportunity is created unless you pick one.

Source

Drop a file here, or choose one

or

Paste a link

Opportunity

Create a new opportunity Or add to an existing one

Vera

Your analyst. Ask across deals, documents, diligence and firm memory.

Answers cite their sources, and say so when the evidence is missing.

V

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Active jobs

Analysis settings Read-only

Model selection is set at deployment. Shown here for transparency.

Drafting model

Configuration not loaded

Creates the first draft from source documents.

Read-only

Reviewer configuration

Configuration not loaded

Checks the first draft.

Read-only

Current deployment configuration has not been verified.

Firm-managed provider key

Coming soon

Figures like QoE bridges and returns are calculated, not written by the AI.

Messages

Direct and group conversations with your firm.

Firm rules

Your firm’s rules, decision history, and recorded memory.

Firm-set rules

Set by your team, not inferred. Every rule is editable and attributed.

Quantitative criteria

Revenue, EBITDA, concentration, returns.

Hard rules Every opportunity

Vera checks each rule against the opportunity’s facts.

Deal-specific rules Optional

Applied only to the opportunities you pick.

Checks on every deal Every memo

Every memo runs these. “Not yet applied” means saved but not in use.

Choose a category for this analysis.

Document templates Vera builds from these

Your firm’s PowerPoint or Excel templates. Vera fills in their {{PLACEHOLDER}} tokens and changes nothing else.

Proposed from your deals

Patterns from your firm’s own decisions. Each is a proposal: keep it or skip it.

Your firm’s profile

What your firm has actually done, across every deal in Terminal and every one imported.

Where deals come from

How each kind of deal has gone for your firm.

What the numbers suggest

Where your record and your written mandate disagree. Only a signed rule changes how deals are judged.

Decision history

Computed from decisions your team has recorded — nothing here is typed in.

Decision outcomes by reason

Approved entry multiples by sector

Recurring pass reasons

Recurring QoE adjustments

Recorded memory

Everything promoted into firm memory, and how often each has been applied.

Hard rules

Checks on every deal

Precedents

Built only from your firm’s decisions — never pooled across firms, never sold.

My preferences

Appearance

Theme

Contrast

Display density

Language

Navigation

Choose where Verric opens and how the sidebar behaves.

Start page

Where Verric opens when you sign in.

AI billing

Use your firm's own Anthropic and OpenAI API keys. Once a key is saved, every AI call Verric makes for your firm is billed to it. Only you, as the firm's President, can see this page.

API keys

Each key is checked with its provider before it is saved, and stored encrypted. If a provider ever refuses a key, Verric's own key is used for that call and the problem shows here.