Provenance is the PE diligence product powered by ontos. It turns a messy data room into source-cited metrics, ranked risks, contradictions, management requests, and IC memo output your team can actually defend.
Not a chatbot on top of a file tree. Provenance gives each deal team one living workspace for the VDR, diligence workstreams, evidence, risks, requests, and IC output.
IC readiness
The deal is screenable, but clean IC approval is blocked until QoE, customer concentration, capex, and debt support are reconciled.
Source-backed output
Generated from 143 evidence chunks across 18 files
Documents
18
17 parsed · 1 Not Analyzed
Evidence chunks
143
available for Q&A and memo
IC blockers
4
high-priority asks before approval
Workstream coverage
VDR files parsed, chunked, and classified
PE workstreams tracked for IC coverage
Material-claim citation target for diligence output
Source-cited workspace for the deal team
PE diligence is not a document search problem. It is a relationship problem. The material issue is usually the contradiction between two sources, the dependency across three companies, or the absence of a document everyone assumed existed.
Which revenue claim in the CIM conflicts with the customer files?
Seller story vs. source dataWhat obligation is buried in the contracts but missing from the model?
Hidden downside riskWhere are supplier, customer, or regulatory exposures concentrated?
Risk invisible in one documentWhat evidence is missing from the data room that should be there?
Gaps analysts may not know to ask forontos creates a live deal map: companies, people, contracts, obligations, customers, facilities, lenders, permits, suppliers, and claims. Then it reasons across that map to produce the questions, risks, and source-backed conclusions your team needs to make a decision.
Provenance moves the team from manual document review to a cited, decision-ready workspace.
The output is not another chatbot answer. It is structured diligence work your team can inspect, defend, and use.
Upload the VDR, model, CIM, contracts, customer files, debt schedules, market reports, and outside sources. No data migration.
ontos builds a structured deal map of entities, obligations, claims, dependencies, and evidence, then reconciles conflicts across sources.
Your team gets a ranked issue register, contradiction report, missing evidence list, and IC-ready brief with citations.
// Processing: 214 diligence files + 6 outside sources
// Elapsed: 47 seconds
DEAL MAP BUILT
Entities: 23 Contracts: 67 Obligations: 178
ISSUE REGISTER — RANKED FOR IC
● CRITICAL Revenue dependency — 74% of EBITDA tied to one customer group; renewal language differs from CIM (docs 18, 88, 142)
● CRITICAL Covenant exposure — add-on debt assumption conflicts with minimum liquidity covenant (docs 31, 77, model v4)
● HIGH Management dependency — 6 operating processes founder-owned; no transition plan in management deck
● HIGH Customer churn conflict — CRM export shows 11 lost accounts not reflected in cohort analysis
● MEDIUM Missing evidence — supplier concentration schedule absent from data room
OPEN DILIGENCE ASKS
12 follow-up questions generated for management and counsel
✓ IC brief generated // Ready for Investment Committee
Starting from public filings, project announcements, and environmental documents, ontos mapped the project, counterparties, permits, milestones, and obligations before VDR access.
A small set of portfolio materials became a connected view of 23 companies. Dependencies that looked ordinary at one company became material when seen across the fund.
Risk rarely respects company boundaries. ontos connects portfolio companies into one intelligence layer so operating partners can see exposures, obligations, and dependencies across the fund.
Shared customers, suppliers, systems, lenders, and regulators surfaced automatically
Monitor debt covenants, reporting duties, renewal windows, and consent rights
Customer, supplier, channel, geography, and regulatory concentration across the fund
Identify which companies are clean, which need remediation, and why buyers will care
The largest cost is not software. It is senior talent spending hours extracting, comparing, and re-checking facts instead of building the investment view.
Your deal data stays yours. Always.
“We already have a data room provider.”
Your VDR stores files. ontos turns those files into a deal map and reasons across them. It sits on top of Datasite, iDeals, Intralinks, SharePoint, Drive, and other sources.
“Our analysts are good enough.”
Exactly. ontos removes extraction and reconciliation work so analysts spend more time on judgment, thesis, downside planning, and negotiation prep.
“How is this different from AI search tools?”
Search answers the question you ask. ontos maps the deal first, then finds contradictions, dependencies, and missing evidence you may not know to search for.
“Is our deal data safe?”
Deal data is isolated, encrypted, not retained, and never used for training. We support private deployment in your cloud with audit trails and role-based access.
“We're evaluating multiple tools.”
Ask each tool to find a contradiction across the CIM, model, customer files, and contracts, then produce a cited IC-ready brief. That is the test.
“Does it work for bolt-on diligence?”
Especially well. ontos maps the target against the platform company, surfacing integration risk, customer overlap, contract conflicts, and operational dependencies before close.
Send five sanitized files from a recent or live process. We will return a ranked issue register, contradiction report, missing evidence list, and IC‑ready brief. No commitment.
Bring one data room. We will show you the issues, contradictions, and missing evidence hiding across it.