Advanced agentic systems for high-stake situations.

Calibrated to your firm. Cited to source. Autonomous from intake to close on every live mandate.

INTELLIGENT AGENTIC SYSTEMS

Agentic systems calibrated to your firm's diligence bar.

Multi-agent. Multi-model. Continuous. Policy-bounded.

INSTITUTIONAL WORKFLOWS

The institutional process, encoded. Due diligence, red-flag reporting, IC memo support — each workflow runs a Percidian-authored playbook end-to-end, anchored to evidence. Not a blank prompt. The method, built in.

ACROSS THE PORTFOLIO

Reasoning that spans mandates, not just documents. A counterparty recurring across deals, a risk concentrating across the book, a connection no single team would see — surfaced inside the same permission walls that govern every deal.

AI CO-WORKERS

Bespoke AI-Coworkers that work the deal the way your team does. Streamlining your teams' process and giving you back your most precious commodity, time.

LATTICEGRAPH™

Maps your full corpus, providing deal-aware knowledge that underlies every artifact, citation, and relationship. When a risk surfaces, the path through the graph is its audit trail.

Institutional standards.

Every claim produced is audit-ready, traceable to its source in the corpus. Every framework pillar — financial, operational, legal, tax, HR, IP — is held continuously through the life of the mandate. Every output is exportable to the data room, the IC memo, counsel review, and the regulatory file. The bar is institutional. The work product is defensible by construction.

LatticeGraph™ maps the deal, uncovering blindspots.

Every artifact in the deal — document, email, transcript, contract, financial — is encoded in a deal based neural graph. Every relationship between artifacts is uncovered. Surface risks and blindspots.

AUTONOMOUS AGENTS

Autonomous agents, an extension of your team.

An extra team that never sleeps. Autonomous agents run the deal end to end — every output cited to source, fully auditable, and ready the moment you need it.

Deal room analysis

Ingests and maps the full data room, surfacing what matters across thousands of pages.

Due diligence

Runs the diligence playbook across financial, legal, tax, operational, HR, and IP.

Financial modelling

Builds the model — from LBO and DCF to operating cases — grounded in deal data.

IC memo

Drafts the investment committee memo, every claim traceable to source.

CIM development

Develops the CIM and marketing materials, sell-side ready.

WORKS WHERE YOU WORK

Percidian works inside the tools you already use.

Meet your team where they already work. Native Word and Excel add-ins bring deal-aware intelligence straight into the documents and models you build every day. Open MCP and API access wire Percidian into your own stack. And reach the same deal corpus from ChatGPT, Claude, Perplexity, and any assistant you already trust — no new interface to learn.

Diligence wasn't built for the volume it now carries.

The risks that matter most in a transaction rarely sit in any single document. They surface across thousands of pages and hundreds of conversations — precisely where no diligence team has the hours to look. Left there, they reappear post-close: in the indemnity claim, the working capital adjustment, the customer concentration that no one mapped.

What sets Percidian apart.

Purpose-built for institutional diligence.

Engineered for the work product institutional deal teams stake their names on. Autonomous from intake to close, reasoning continuously across the full deal corpus.

Built on a patent-pending intelligence graph.

A neural intelligence graph encodes every artifact, every claim, and every relationship in the deal. Citations are defensible by construction — the audit trail is the architecture itself.

Calibrated to your firm.

Your sectors, your precedents, the diligence bar your name carries. Your data remains exclusively yours and is never used to train external, public, or third-party models.

Engaged on institutional terms.

White-glove from day one. Pilot on a live mandate, deploy across a team, scale firm-wide — calibrated to your standards at every step.

Enterprise-grade security.

Encrypted in transit and at rest. Identity-bound. Audit-traced. Procurement and counsel review welcome.

AES-256

Industry-standard AES-256 — the same encryption banks use on sensitive customer records — applied to every artifact in the deal corpus at rest.

TLS 1.2+

Every request, every response encrypted in transit with TLS 1.2 or higher. Nothing traverses the network in the clear.

MFA

Multi-factor authentication available on every account and enforced for administrative access. Combined with SSO on enterprise plans, only authorized seats touch the corpus.

ENTERPRISE READY

DPA, SAML SSO, and BYOK encryption keys — the controls procurement and IT require before any institutional rollout.

SOC 2 READY

Audit roadmap in progress. Controls, documentation, and evidence are in place; certification follows.

NO THIRD-PARTY TRAINING

Your deal corpus is never used to train external, public, or third-party models. De-identified data may be used only to improve Percidian's own service — never to serve another firm.