Read through your own lens.
Configure the vehicle’s thesis, rules, preferences, exclusions, and expected memo content. Access follows roles and vehicles. Personalization uses your configured context; it is not automatic model training on your data.
THE PRODUCT
Starting with the deck, Casian tests the company against your thesis, conducts additional research, and produces a critical analysis, a reasoned recommendation, and questions. The team continues in the same workspace through investment committee.
14 source documents · 5 fictional team members · Source-backed analyses
Explore in full screen ↗The fund, people, and documents are fictional. Analyses were generated by Casian; human contributions are simulated. Changes stay in your session and reset on reload. No new AI processing runs during your visit. The saved product interface and source documents are in French. For the interactive experience, use a desktop computer.
Configure the vehicle’s thesis, rules, preferences, exclusions, and expected memo content. Access follows roles and vehicles. Personalization uses your configured context; it is not automatic model training on your data.
Casian organizes and analyzes documents, cross-checks them against the deal, and identifies contradictions and missing information. Generated questions include their rationale. New imports trigger due diligence updates. Imported call transcripts are evaluated alongside other sources; a response can remain partial. Sources link to the relevant document page.
Comment, mention a teammate, add questions, or ask AI to investigate further. Assign tasks with owners and deadlines. Evaluate responses against the available evidence without closing unresolved issues prematurely.
Due diligence findings feed the investment memo, and changes are reflected in it. The team comments, edits, and requests further work before finalizing a version. Casian’s recommendation is reasoned and separate from human opinions. The fund can show it before or after members submit their views. Export the memo to PDF or Word.
The pilot focuses on desktop deal evaluation. Import multiple PDF and Office files. For a data room stored in Google Drive, download the files and upload them to Casian. Direct Drive connectivity, continuous synchronization, and automatic collection are not included. Calendar and portfolio reporting are outside the pilot scope.
Explore Casian with us, from the first document
to the investment committee memo.