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Harper for Investments

AI deal screening for real estate and private credit teams.

Forward a deal and Harper builds the first pass: market context, screening memo, model foundation and a broker-ready response in roughly 15 minutes. Your analysts start from a considered draft instead of a blank page.

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The problem

A week to screen a deal is a week the broker gives to someone else.

Most teams take days to turn an information memorandum into a screening paper and model. By then the competitive edge is gone, and over time it limits the deals you get shown and the deals you execute each year.

  • Screening memo with market context and comparable transactions
  • IC model foundation across the capital stack: equity, junior debt and senior debt
  • Broker questionnaire listing what is missing from the information pack
  • IC paper slides generated from your own templates
Harper IC paper workflow: select a template and choose which slides to generate

How it works

From forwarded email to IC-ready first pass.

01

Forward the deal

Send the IM, data room extract or broker email to Harper. It reads the documents and plans its approach before it starts.

02

Harper builds the first pass

Prior deals, comps and firm context are pulled into the workstream automatically, then written up in your house style and mandate.

03

Your team interrogates it

Every figure carries an inline citation back to the source page or table, and Harper flags assumptions, gaps and conflicts on each slide.

Why it compounds

Every deal makes the next screen faster.

Past analysis, comps and thesis refinements usually live scattered across inboxes and drives, so every deal starts from scratch. Harper keeps firm memory across every mandate: it remembers prior screens, learns from your feedback and applies your investment criteria consistently.

The result is that analysts spend their time on judgment, not on rebuilding the same starting pack. Harper has underwritten $3bn of deals and runs 300+ custom workflows built for the Australian market, and sits inside deal rooms through our partnership with Ansarada.

FAQ

Questions investment teams ask.

What does Harper produce when I forward a deal?

A screening memo with market context, a model foundation, a broker questionnaire covering missing information, and IC paper slides built from your templates. A first pass typically takes around 15 minutes.

Which asset classes and strategies does it cover?

Harper is built for Australian real estate and private credit investors, with screening and IC modelling across equity, junior debt and senior debt.

How do we check the numbers?

Every claim links to the exact page, paragraph or table it came from. Custom audit agents cross-check outputs for consistency and source accuracy, and Harper asks your team when something is ambiguous rather than guessing.

Will the output match our house style?

Yes. During onboarding you share prior IC materials and Harper's mapping agents capture your tone, format and investment mandate.

How long does it take to get started?

Most teams are live within 48 hours of sharing their prior IC materials.

All insights →

See Harper on a live deal.

Book a 30-minute demo with our team. We will map Harper to your deal flow and reporting needs.

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Or email us directly at [email protected]