At Ecosuite, our core commitment to interoperability and collaboration permeates all of our work. Today, this commitment is being amplified by AI and ML infrastructure, allowing us to ship applications that accelerate value to customers and the grid. But while Ecosuite is known for its world-class tech, did you also know that half of our co-founding team are certified, grade-A deal junkies??

After parsing through thousands of deals, we’ve shaped up a clear mantra: transactional friction slows momentum and slowing momentum kills deals. Nobody likes a dead deal.

So we asked ourselves: how can we leverage tech to build applications that eliminate mundane tasks, and facilitate extreme collaboration in the wider DER deal ecosystem? I.e. Rather than it feeling like a slow and painful visit to the dentist, how do we transform Deal Diligence so it feels like a powder day on your favorite mountain? How do we reduce the soft costs associated with deal making and underwriting? We want to empower our customers to close more deals!

Well, we started with the output, the coveted “Confidential Investment Memorandum” a.k.a. “CIM.” There’s nothing like sliding a shiny slide deck across the table to your investment committee with accurate summary economics, all the red-flags identified, timelines dialed in, and the 100+ item diligence checklist locked and loaded. When the CIM is on-point, deploying those precious development dollars seems a little bit closer and more de-risked. But how much time and money did it cost your organization to put that CIM together? Let’s take a step by step look

1. Deal setup sheet comes inbound from a developer.
2. Send/Sign NDA.
3. Send around a “project in-take form.” Wait two weeks for the developer to fill out.
4. Enter those inputs into your financial model to see if it is economically interesting. 
5. Schedule a call with the developer to ask about project maturity, major project risks, operational performance history – and give an indicative bid. 
6. Ask for the “diligence suite” in order to issue a term sheet.
7. Spend ~2 weeks reviewing and coordinating with various team members from legal to engineering.
8. Draft a CIM, to review with the Investment Committee (IC). Hold the IC meeting.
9. Get approval, send a Term sheet.

Total Time: 2-6 weeks. 

Now lets run the same process through Ecosuite’s AutoCIM:

    Step 1: Upload a messy “diligence suite” into the Distillery (confidentiality baked in).

    Step 2: Pay $950, receive an Investment-grade CIM.

    Step 3: Get IC approval, send a Term Sheet.

Total Time: 1-3 Days

How is this possible? We combine three core pieces of our tech stack to deliver this result:

Our Distillery uses LLMs to parse raw data off of PDF, word, excel, etc. into our Auto check lists, which standardises and normalizes that data into an orange button compliant taxonomy, and then AutoCIM, which collates all the relevant data and pushes this into our standard CIM presentation. 

See a sample of this AutoCIM output HERE.

Don’t believe this is possible? Sign up for a Demo HERE to see it live!