Axiom Terminal

Purpose-built research and diligence platform for private equity investors to evaluate more opportunities and produce defensible investment research under grueling deadlines

Why it matters

Deal teams face rising data complexity, compressed timelines, and pressure to cover more opportunities without expanding headcount. Generic AI hits context and reliability limits. Axiom is engineered for investment workflows, letting teams perform comprehensive reviews, surface material issues, and generate committee-ready outputs—fast.

Core capabilities

Speed & Thoroughness

Ingest data rooms and large fragmented documents; extract key metrics, citations, and red flags in minutes.

Purpose-built for PE

Industry, customer, and unit-economics templates reflect how deal teams underwrite and prepare for diligence meetings.

Enterprise-grade Security

Tenant isolation, SSO/SAML, role-based access, and detailed audit trails for regulated workflows.

State-of-the-art document fidelity

Document fidelity across complex, multi-document contexts—enabling confident and traceable diligence at speed.

  • Deterministic retrieval and cross-document reasoning
  • Source-aware outputs to minimize hallucinations
  • Review mode to validate assumptions quickly

Enterprise-grade security

SSO/SAML, RBAC

Granular roles and audit trails for sensitive workstreams.

Data isolation

Single-tenant and region pinning options for compliance.

Compliance-ready

SOC 2 Type II

"Axiom cut our memo drafting from days to hours and surfaced diligence questions we would have otherwise missed."
Principal, Middle-Market PE

Frequently Asked

How does Axiom handle large data rooms?

We chunk, index, and cross-reference documents for long-context reasoning with precise citations back to source pages and sentences.

Can we enforce our investment framework?

Yes. Encode your thesis themes into templates to standardize outputs across teams while allowing deal-specific customization.

What about sensitive information?

We isolate customer data, offer role-based access, and provide audit logs. Optional single-tenant deployments are available.

Ready to evaluate more deals with confidence?

Build an investment committee memo with the Axiom Terminal in minutes.