PE-backed platform companies doing buy-and-build deserve better than a shared Dropbox and a weekly CFO call. Caelon manages the full add-on lifecycle — CIM to integration close — deployed on your own infrastructure. Your data never leaves your environment.
Self-hosted. No third-party data access. No long-term commitment required.
At 3 add-ons a year with a 12-person HQ team, there's no one to hand anything off to. The whole operation runs on cognitive load and goodwill — until something breaks.
Diligence extraction, findings tracking, integration financials, and monthly consolidation across all entities. Every acquisition, from scratch.
Diligence findings disappear into a folder at close. Integration starts from scratch every time. The third acquisition doesn't benefit from the first two.
Of planned synergies in buy-and-build transactions go unrealised. Not because the thesis was wrong — because nobody tracked them against a plan after close.
Your sponsor asks how integration is going. You pull together a slide deck from three sources the night before the quarterly. There's no system — just you.
A single workflow — built to your exact process — that connects every stage of an acquisition. It runs without prompting, compounds with every deal, and lives entirely on your infrastructure.
Forward a CIM to your Caelon mailbox — or drop it directly. The system classifies the document, extracts structured data, and creates the deal record. No copy-pasting. No manual entry.
Email GatewayRevenue, EBITDA, margins, customer concentration, geography, sector — all extracted and scored against your mandate. Red flags surfaced. AI-generated screening memo in your format, ready to review.
Thesis ScoringAdvance to your pipeline with one click. Diligence workspace opens automatically. Documents route to the right deal. Your CFO and operations lead see it immediately — no forwarding, no updating.
PipelineDrop a QoE or data room document. Caelon extracts findings by category — financial, legal, operations, IT, HR — and presents them for review. Every finding gets an owner, a risk level, and a status.
Document IntelligenceThe moment a deal closes, Caelon generates a structured integration plan from everything learned in diligence. Day 1, Day 30, Day 100 tasks with owners and deadlines. Nothing falls through the gap between diligence and integration.
Integration EngineDeployed on your infrastructure — your cloud account, your servers. Your data never passes through our systems. Not during setup, not during operation. Your PE sponsor's compliance team will not have a conversation about it.
Every other tool stops at screening or starts at integration. Caelon connects both — the diligence finding that surfaces in week three becomes the integration task that gets assigned on day one. That link is the product.
Every acquisition makes the next one faster. Screening criteria sharpen. Integration playbooks build on prior deals. By acquisition four, you're running on institutional memory the system built from the first three. No one else has that.
| AI Tools + Spreadsheets | Caelon | |
|---|---|---|
| Diligence findings at close | Filed in Dropbox. Never opened again. | Automatically become integration tasks with owners and deadlines. |
| Integration planning | Starts from scratch. Every deal. | Generated from diligence. Compounding playbooks across deals. |
| Monthly financial consolidation | CFO exports from 5 QuickBooks instances into Excel. Every month. | Entities submit to one place. Close status tracked automatically. |
| Institutional memory | Lives in analyst brains and email threads. | Every deal, decision, and finding stored and queryable. |
| PE sponsor reporting | Slide deck assembled the night before. | Live integration health, deal pipeline, and financial status. |
| Data residency | Deal documents sent to third-party AI servers. | Never leaves your infrastructure. Period. |
A paid engagement. Send us 5 of your real documents — CIMs, QoE, data room. We return structured extractions, thesis scores, and a findings report. You see exactly what you're buying before committing to a full deployment.
We configure your thesis criteria, document templates, pipeline stages, and integration phases. Deployed on your infrastructure — your cloud account, your control. Tested against your actual deal flow.
The system processes real deals. Your team stops exporting spreadsheets and chasing monthly submissions. Every acquisition adds to the institutional memory that makes the next one faster.
As your platform grows, the system grows with it. Additional modules, additional entities, additional users — all on the same private infrastructure you already control.
Start with a proof of value. Five documents, one week, and you'll know exactly what you're getting — before any long-term commitment.
No long-term commitment. Your data never leaves your environment. We'll come to you.