Review evidence
Connect claims to decks, financials, cap tables and notes. Identify missing evidence and questions for diligence.
AlloWright Underwriter
Underwrite the investment.
Not the narrative.
Give your team a clearer path from evidence to an auditable decision.
The platformAlloWright UnderwriterPowered by AlloThesis™ — the investment-decision intelligence beneath it.
What your team gets
See the evidence. Understand the investment.
AlloWright is being built as an investment decision intelligence system for private-market teams: whether to invest, at what price and on what terms. Bring evidence and research into a reviewable process that connects scenarios, fund policy and investment economics. The workspace below is illustrative.
EvidenceMaterial claims connected to supporting sources.
ScenariosBase, Bull and Bear cases with explicit assumptions.
EconomicsOwnership, dilution, follow-ons, MOIC, IRR and fund impact.
Decision BoundaryWhere price or terms change the investment decision.
Decision recordA reviewable conclusion with its evidence, assumptions and rationale attached.
Decision workspace / illustrative
Helio Systems / Series B
Human review open
Current recommendationInvestigate
Open material diligence remains on retention and sales efficiency.
ConfidenceModerate
Current terms$72MPre-money valuation
Rational boundary$61MMaximum valuation
Base case2.8×Gross MOIC · 5yr
Evidence reviewed18 / 246 items remain open
Decision driversPRIORITY
Valuation vs boundaryHigh
Net retention evidenceOpen
Fund ownership targetMet
Price / termsCONCEPTUAL
risk
CurrentBoundary
expected returnEvidence registerClaims connected to sources
18 verified · 6 openMarket expansionCompany materials · p. 18
VerifiedHighNet retentionCFO data room · FY24
Needs reviewMediumSales efficiencyModel · tab 04
VerifiedHighCompetitive moatInvestor note · 06 Feb
JudgmentOpen Illustrative records only. No real or customer data.
Fund economicsSame opportunity. This fund's constraints.
Ownership, dilution and follow-on reserves flow into the return case.
Entry valuation$72MCurrent terms
Ownership at close15.8%Post-money
Follow-on reserve$6.4MAvailable capacity
Base case IRR23.6%Five-year horizon
Base 2.8×Bull 5.9×Bear 0.4×
ILLUSTRATIVE UI · NO REAL OR CUSTOMER DATA · STATIC PREVIEW
How it works
From source material to decision.
Start with company materials and your fund’s requirements. Work toward a decision your team can explain and revisit.
Build scenarios
Make assumptions explicit across Base, Bull and Bear cases. Review what must be true for the investment to work.
Evaluate price and fund fit
Examine ownership, dilution and returns against your fund’s policy, ownership targets and reserves.
Record the decision
Invest, Negotiate, Investigate or Pass. Preserve the reasoning, unresolved questions and reviewed inputs.
Inputs are proposed, verified and reviewed by people. AlloWright does not replace investment judgment.
Evidence, assumptions and judgment
AlloThesis™
The investment thesis behind the investment decision.
AlloThesis is the AI reasoning layer behind AlloWright. It organizes evidence, assumptions and scenarios for human review. The deterministic Decision Kernel calculates the economics from approved inputs; your team owns the assumptions and the investment decision.
AlloWright UnderwriterPowered by AlloThesis™
Structured thesis / human review01 — 05
- 01EvidenceSource-backed claims
- 02AssumptionsInputs that need judgment
- 03BeliefsWhat the investor believes and why
- 04ScenariosHow the thesis behaves across outcomes
- 05What must be trueConditions that support the thesis
Transparent economic consequences
Deterministic underwritingRisk-to-PriceDecision boundary
AlloThesis
Make the reasoning explicit.
AI helps organize evidence and surface questions. Your team reviews the assumptions, scenarios and uncertainty behind the thesis.AlloWright Decision Kernel
Calculate the economic consequences.
Deterministic calculations translate reviewed inputs into ownership, returns and fund-policy checks. AI does not determine the authoritative financial result; your team makes the investment decision.AlloThesis makes investor judgment explicit and reviewable; the investment decision remains human.
Price, terms and fund fit
The right investment depends on your fund.
An attractive company still needs to work at the proposed price and terms. Your ownership targets, reserves, return requirements and portfolio constraints shape that assessment.
Same opportunityHelio SystemsSeries B · $72M pre-money · $18M round
Evidence set18 / 24 reviewed
Base case2.8× gross MOIC
fund context
changes the answer
changes the answer
Venture fund$180M · 20% target ownershipInvest
Growth fund$650M · 3.0× gross MOIC hurdleNegotiate
Family office$90M · concentrated portfolioInvestigate
Institutional fund$1.2B · 4.0× net return hurdlePass
Illustrative example only. Fund profiles and outcomes are static; no live fund data or recalculated result is shown.
Decision boundary
Find the point where the investment decision changes.
Reverse Underwriting starts with your fund’s requirements and asks what price and terms could satisfy them. Risk-to-Price connects the proposed investment to expected return and probability of loss. Maximum Rational Terms describes the price and terms that meet the specified assumptions and policy constraints—not a guarantee of future performance.
Company quality≠Investment quality
The investment question“At what price and on what terms does this become an investment we should make?”
Price and terms move the opportunity through the regions. Fund constraints and human judgment determine the path.
Decision boundary / illustrative Conceptual regions
Risk / probability of loss ↑Expected return →
PassInvestigateNegotiateInvestCurrent terms
After the decision
Compare what you expected with what happened.
The learning roadmap connects the original forecast and decision rationale to observed outcomes. Forecast resolution and calibration are intended to help teams identify recurring gaps in judgment; thesis surveillance and precedent intelligence extend that longer-term direction.
We record what we believed before the decision.Then compare it with what actually happened.
Outcome review / illustrativeSample values
Forecast vs. observed
Helio Systems · 18 monthsWhat we expected, compared with what happened.
Expected Observed
Forecast accuracy+8.4 pts
Scenario driftModerate
Bias signalUnder review
Sample values only. No real or customer data, live portfolio feed, or autonomous production self-learning.
Product direction
Build a better decision. Then learn from it.
Our development priorities start with reviewable underwriting and expand toward portfolio context and learning from outcomes. These are roadmap priorities, not a list of generally available features.
Price, terms and fund policy
Fund Policy, Reverse Underwriting, Risk-to-Price, Maximum Rational Terms and Decision Boundaries: connect the investment question to explicit assumptions and deterministic calculations.
Evidence and human approval
Prioritize evidence lineage, reviewed scenarios and auditable decision records. Work with design partners on focused pre-investment-committee workflows and verify the economics before broader release.
Research and portfolio context
Planned provider interoperability would bring third-party research into the review process with its provenance intact. Portfolio-aware underwriting would add context about concentration, reserves and capital allocation.
Outcomes and institutional learning
Forecast resolution and calibration connect beliefs to outcomes. Thesis surveillance, precedent intelligence and institutional memory build on that foundation.
Development and validation are ongoing. Design-partner access and available capabilities are agreed individually; no delivery dates or general availability are promised here.
Early Access
Help shape AlloWright.
We’re seeking design partners from venture funds, emerging managers, family offices and other private-market investment teams.
Tell us about your team and how you review investments. We can discuss whether a design-partner workflow fits your needs and which capabilities are ready to evaluate.
Private-credit underwriting teams are also welcome to discuss their requirements. Participation and access are agreed individually as the platform develops.
Design partner invitation01 — 03
- 01Test
Agree on a suitable sample or historical opportunity and a focused workflow to evaluate.
- 02Shape
Give feedback on the evidence review, scenarios, pricing questions and decision record.
- 03Early Access
Discuss available capabilities and next steps with us. An inquiry does not guarantee immediate platform access.