SOLUTIONS

SOLUTIONS

The evidence keeps moving. Your firm still has to decide.

Choose a workflow. Drott keeps the accepted Firm View current as evidence changes.

View Workflows

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Where does senior judgment matter most?

Select a workflow to see the evidence, what can change the view, and what Drott carries forward.

Select a workflow

Private Equity

Which deals are worth partner time, and which should stop here?

  1. 01

    Starts with

    CIM, model, management materials

    • PDFCIM.pdf
    • XLSFinancial model.xlsx
    • TXTManagement call.txt
  2. 02

    Drott proposes

    A proposed First View built around your investment criteria

    Proposed First ViewAdvance, subject to review.

    Recurring revenue supports the thesis. Customer renewal, concentration and margin durability need diligence.

    Awaiting authorized review
  3. 03

    New evidence arrives

    New information is evaluated against the view.

    • PDFCustomer extension.pdf
    • XLSUpdated financials.xlsx

    Proposed changeRenewal confirmed. Concentration remains; margin assumptions still need validation.

  4. 04

    Judgment carries forward

    After human review, the accepted view becomes current.

    Accepted · Current Firm ViewProceed to focused diligence.

    Accept the renewal evidence. Retain concentration and margin conditions before IC.

    Accepted by the deal partner
    Open conditions
    • Customer concentration
    • Margin durability

New evidence shouldn’t restart the work.

Teams shouldn’t have to rebuild the reasoning behind a decision every time conditions change. Drott carries the accepted view, reasoning and open conditions forward as the work moves.

Different workflows. One system. Judgment carries forward.

Each workflow has its own evidence, mandate and decision standards. Drott keeps the current view, what changed and accepted judgment connected as the work moves forward.

Private Equity
Private Credit
Venture
Asset Management
Investment Banking
Institutional Research
DROTT
01Current ViewWhat the firm believes now
02What ChangedNew evidence and proposed updates
03Accepted JudgmentWhat authorized people carry forward

Evidence · Reasoning · Authority · Decision history

The next decision starts with a stronger, current view.