Decision infrastructure
for private markets.
Governed underwriting, IC decisioning, and portfolio monitoring— with explainable scoring, auditable workflows, and thesis-aware monitoring.
Structured deployments for qualified firms.
Why governance compounds
Most investment operations still run through fragmented, person-dependent systems.
The operational gap between governed investment teams and firms running fragmented workflows is real — and compounding.
Diligence is scattered — inconsistent depth, no shared evidence layer, no institutional memory.
Scoring is undocumented — partners calibrate differently, LPs can't follow the logic.
Risk tracking is informal — risks discussed in meetings, never structured or monitored.
Monitoring is reactive — material changes surface too late, or not at all.
Institutional knowledge is person-dependent — it walks out when a team member leaves.
Operating comparison
Fragmented workflows versus governed operating infrastructure.
Current state
With Maximos
Ad hoc diligence — depth varies by deal, partner, and week
Governed checklists with IC gate tracking, completion status, and audit history
Scores no one can explain or defend to an LP
10-dimension explainable score with visible drivers, penalties, and evidence gaps
Risk discussions that never become structured documentation
Structured risk register with severity, status, IC gate flags, and evidence notes
IC memos assembled manually the night before the meeting
IC package assembled from live deal state — versioned, reviewable, traceable
Institutional memory that walks out with departing team members
Auditable decision records preserving thesis, rationale, and risks acknowledged
Reactive monitoring — changes surface too late to act on
Continuous monitoring against original thesis — signals, contradictions, and alerts
Core workflow
From intake to decision to monitoring — one institutional system.
Ingest
Upload decks, memos, URLs, and deal materials. Structured claims linked to sources with confidence, provenance, and classification.
Score
Ten weighted dimensions — visible drivers, penalties, and evidence caps. Decomposable to the signal level; no opaque composite.
Assess
IC-ready analysis: diligence questions, risk flags, thesis alignment, and missing-data summaries — grounded in evidence, reviewed before IC use.
Review
Assign reviewers, validate assisted outputs, clear ownership, and log sign-off. Human review is structural to the process.
Decide
Log conviction, rationale, and acknowledged risks. A durable record: actor, timestamp, methodology version, and institutional context — preserved in the system.
Monitor
Track active positions against the original investment thesis. Surface material changes, thesis contradictions, and signal deterioration for structured review.
Decision infrastructure
Every output is grounded, reviewable, and traceable.
From intake to monitoring — no black boxes. Every score, decision, and alert links to the evidence that produced it.
Trust architecture
Grounded analysis. Institutional controls.
See what drives each output, where uncertainty remains, and what reviewers have validated.
Explainable Scoring
Every score decomposes into 10 weighted dimensions — contributing factors, penalties, missing-data effects, and evidence sources. Methodology is version-tracked.
Evidence Provenance
Extracted claims link to source documents with page-level references. Score drivers trace to specific signals. IC packages cite underlying evidence — traceable to source.
Human Review Controls
AI-assisted outputs require human sign-off before IC use. Reviewer assignment, validation states, and approval history are first-class workflow objects.
Full Audit Trail
Score runs, decisions, stage changes, and memo generation record actor, timestamp, and state change. The log is permanent and durable.
Data Freshness Signals
Signal recency and source freshness are visible on every surface. Confidence indicators reflect actual evidence quality — not assumed completeness.
Versioned Methodology
Scoring methodology — weights, penalties, evidence caps, and confidence logic — is version-tracked. Every score references the methodology version that produced it.
Decision systems
Decision systems that support judgment — not replace it.
Specialized processes operating on structured deal state — with evidence provenance, confidence scoring, and human review at every step.
Intake & Extraction
Upload decks, memos, and CIMs. Structured claims extracted with page-level provenance, confidence scoring, and classification. Missing evidence surfaced automatically.
Diligence Orchestration
Tailored diligence questions, structured checklists, and IC readiness assessment — generated from actual evidence gaps, not generic templates.
Contradiction Detection
Cross-source contradiction checks, thesis stress tests, and structured bear-case analysis — before consensus forms.
IC Package Assembly
Decision materials assembled from live deal state — score snapshots, risk summaries, thesis narratives, and readiness status — into versioned, reviewable IC packages.
Institutional Memory
Surface similar past deals, recurring risk patterns, and what the firm historically underweights — at the moment it matters.
Thesis-Aware Monitoring
Continuous monitoring against the original investment thesis — changes ranked by materiality, with daily briefings for the team.
Auditable · Human-reviewed · Versioned methodology
Who Maximos is for
Built for firms where decisions carry real consequence.
Institutional Allocators
Transparent process. Durable decision records.
Governed workflows, transparent methodology, and a full decision audit trail. Institutional-grade process documentation at every stage of the investment lifecycle.
Private Market Firms
Compress cycle time without sacrificing depth.
Consistent, documented rigor across every deal. Diligence cycles compressed without losing depth. Partners aligned on the same evidence before IC.
Family Offices
Structured oversight for direct investment.
Direct investing with structured analysis and continuous monitoring. Oversight between board meetings. Thesis context that survives mandate and personnel change.
Emerging Managers
Institutional credibility, from day one.
Build the structured process, explainable scoring, and LP-facing governance that institutional allocators expect — without proportional headcount.
Operational value
Governed process. Structured decisions. Institutional memory.
Governance built into the workflow — not applied as an afterthought. Process that compounds as the firm scales.
Operating leverage
Governed workflows scale capacity without proportional headcount. Institutional rigor becomes a built-in capability.
Decision quality
Evidence-backed scoring and structured review reduce reliance on instinct alone. Partners align on shared evidence before IC.
Institutional knowledge
Decision rationale, diligence context, and thesis persist in the system — not in individuals. The knowledge stays when people move on.
What Maximos is
The governed decision layer — underwriting, IC decisioning, portfolio intelligence, and institutional memory in one system
Purpose-built for private markets — not adapted from adjacent financial services products
Explainable, evidence-linked outputs — human review, full audit trail, published and versioned methodology
Post-investment monitoring connected to underwriting — signals tracked against the original investment thesis
Infrastructure that scales investor judgment — structured evidence, governed process, and institutional credibility
Pricing
Pricing that scales with organizational complexity.
Fit follows operating model and deployment scope — not fund size.
Foundation
Core underwriting and portfolio intelligence for emerging investment teams
Decision Intelligence
- Maximos Score + historical score evolution
- Subscore explainability
- IC memo generation
- Decision logging + outcome tracking
Diligence Intake
- Up to 25 tracked deals
- Deck analysis + structured extraction
Monitoring
- Signal detection across providers
- Portfolio monitoring + delta alerts
- Signal → outcome learning
Institutional Memory
- Entity knowledge graph
- Command Center + Daily Brief
- Standard alerts
- Team workflows
- LP-ready reporting
- Custom scoring configuration
Up to 3 users
Designed for
Emerging managers and boutique firms building repeatable investment processes
Institutional
RecommendedDecision infrastructure with governance and team coordination
Coverage
- Unlimited tracked deals
- Everything in Foundation
Governance
- Team review + approval workflows
- Role-based permissions
- Full audit history
Reporting
- LP-ready reporting
- Benchmark context
Alerts + Review
- Slack + webhook integrations
- Contradiction detection
- Priority support
- Custom scoring configuration
- API access
Up to 10 users
Designed for
Firms requiring governed workflows, auditability, and institutional rigor
Strategic
Typical deployments begin around $96K annually
Enterprise deployment with custom methodology and integration
Enterprise Configuration
- Everything in Institutional
- Custom scoring methodology
- Bespoke workflow design
Integrations
- API access
- Enterprise SSO
- Custom provider integrations
Operating Layer
- Custom alert routing
- Dedicated customer success
- Quarterly business reviews
- Priority roadmap collaboration
Unlimited users
Designed for
Multi-strategy firms and enterprise investment organizations
Annual deployments with structured evaluation pathways available for qualified firms.
View full pricing & comparison →Deployed as the decision and monitoring layer — alongside existing CRM, email, and document workflows.
Typical deployments range from $36K–$150K+ annually, with enterprise implementations extending beyond that range.
FAQ
Is Maximos the right fit for our firm?
Built for investment teams where decisions carry real consequence — PE/VC firms, emerging managers, family offices, and allocators that require governed, auditable process. If you deploy capital and want repeatable rigor with LP-grade institutional memory, the fit is strong.
How is the Maximos Score calculated?
A weighted composite across 10 dimensions — financial strength, team, traction, momentum, data confidence, and more. Each dimension decomposes to contributing signals. Weights, penalties, and evidence caps are published inside the platform.
Is this a black box?
No. Score factors map to contributing signals. Extracted claims link to source documents. Assisted outputs require human review before IC use. Methodology is version-tracked.
Does this replace our existing tools?
No. Maximos is the decision and monitoring layer — alongside CRM, email, and document workflows. Ingest via upload, CSV, and email; consume via exports, alerts, and API.
How do team review controls work?
Deal ownership, reviewer assignment, validation states, and shared decision logs. Every participant sees ownership status, review queues, IC gate status, and prior decisions with rationale.
What does deployment look like?
Structured deployments scoped around workflow requirements, governance configuration, and portfolio context — for qualified firms. Designed to validate fit before broader rollout.
Deployment review
Structured deployments for firms
operating with institutional rigor.
Each deployment begins with a private configuration session — your workflow, team structure, and portfolio context.