AI analyst for private investment updates

Know what changed.Know what to challenge.

DealFlo compares the latest update with the original deal, shows which assumptions moved, and prepares the questions for your next sponsor call.

Get to the hard questions in minutes, not hours.

Analyze an update free ↗See a real estate example →

First 2 checks free · No card · Decision support only

Fictional real estate exampleDealFlo found this in the latest update

Ready for the call

Expected IRR

15.4%10.1%−5.3 pts

What changedIRR fell 5.3 points.

What moved underneath itLeasing slowed. The exit moved to 2031. The exit cap rose.

Challenge on the callWhat signed leasing evidence supports the revised recovery?

01 · See the movement

The deal still looks the same.
The thesis doesn't.

DealFlo separates the fact that changed, the assumption underneath it, and the question worth challenging.

HarborPoint Logistics Fund IOriginal deal vs latest update

4 movements found

Fictional HarborPoint original deal compared with the latest update
Measure	Original deal · May 2024	Latest update · Q2 2026	Movement
Expected IRR	15.4%	10.1%	−5.3 pts
Stabilized occupancy	94%	86%	−8 pts
Expected exit	2029	2031	+2 years
Exit cap rate	5.25%	6.25%	+100 bps

Observed in the fictional sourceQ2_2026_Update.pdf · page 14

“Leasing velocity remains below plan. Stabilized occupancy is now expected in late 2030, with disposition targeted for 2031.”

What changedExpected IRR fell from 15.4% to 10.1%.

What moved underneath itSlower leasing, a later sale, and a higher exit cap.

Challenge on the callWhich market evidence supports the occupancy recovery before a 2031 sale?

Explore the full fictional check →

02 · How it works

Forward two files.
Enter the call prepared.

The original deal and the latest update are enough to start.

Original dealDeck · model · your questions

Latest updateReport · revised model · sponsor note

DealFloCompares the two

Ready for the callWhat changedAssumptions to testQuestions to ask

Forward the deal. Forward the update. Get the changes, assumptions, and questions.

Built for lean family offices

Four investments can live in your head.
Forty need a memory that survives the team.

DealFlo prepares the next call.Each check also preserves the reasoning for the call after that.

03 · Start with one update

Two checks are free.
Keep DealFlo only if it helps.

Use the next investor update already sitting in your inbox. No portfolio migration required.

First two checksFreeNo card · No expiry

Original deal versus latest update
Assumptions and macro reasoning to challenge
Source-and-page references
Questions for the sponsor call

Analyze an update free ↗See the fictional real estate check →

Private by architecture.

Evidence before assertion.

Owner-scoped records

Your private workspace stays yours.

Encrypted before storage

Files are encrypted in your browser before they are stored.

Purpose-limited analysis

Requested material is processed only for the analysis you initiate.

Source-linked findings

Every observed movement remains inspectable.

The next update is already coming

Be difficult
to surprise.

Walk into every sponsor call knowing what changed, what moved underneath it, and what to challenge.

Analyze an update free ↗See the real estate example →

First 2 checks free · No card · Not investment advice

Flo preparedThe hard question is ready.Change observed · assumption isolated · source linked

View the sample question →