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Case study · From the Pluris libraryReceipt no. 6902
What sucked

Two early-stage investment funds, one private equity and one venture capital, were seeing deal flow grow faster than their analysts could keep up.

Each first-pass diligence review took 40 to 60 analyst hours: reading the data room, researching the company and writing up a view against the fund's criteria. With small teams, every extra hour of diligence meant a deal that never got a proper look.

Private equityFinancial ServicesExecutive & Strategy4–8 weeks
What they built

Portfolio Leverage built DueDrill for two early-stage funds: a multi-model AI platform that scores a target across 16 categories and 214 fields against the fund's own rubric and produces an IC-ready memo for analysts to refine.

What changed
40-60 hrs → <4

Analyst hours per first-pass diligence, averaged across both funds.

3x

Deal-evaluation capacity with no added headcount.

16 categories, 214 fields

Scored against each fund's own weighted rubric in every review.

Time to results
4–8 weeks
Company size
1-50 people
Who did it
Kruman
Founder, Portfolio Leverage Company

Vetted by Pluris.