AI TOOL PROFILE
AssetMax: Technology Intelligence for Private Equity
- Finance and Accounting
- Asset Management
- Private Equity Funds
- Family Offices
- Portfolio Companies
- Sell-Side Advisors
- Corporate M&A Teams
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Private Equity Funds, Family Offices, Portfolio Companies, Sell-Side Advisors, Corporate M&A Teams
- Key use cases
- Off-Market Deal Origination, Pre-LOI Thesis Validation, Portfolio Performance Benchmarking, Digital Carve-Out Execution, Sale Process Preparation
- Official website
- Visit assetmax official website
How AI is used
AssetMax is a technology intelligence platform designed for the private equity investment lifecycle. It provides tools for identifying off-market targets, validating investment theses with customer and technical data, and preparing assets for sale through structured diligence packaging.
The platform is built for PE funds, portfolio companies, family offices, and sell-side advisors. It produces outputs such as market maps and technology risk assessments for use in Investment Committee memos and buyer data rooms.
Capabilities include deal sourcing through the Kepler system, Voice-of-Customer insights via Galileo, and technology due diligence via Diligize. The platform also supports digital carve-outs and cybersecurity monitoring for portfolio assets.
Buyers should confirm how the platform's specialized tools align with their specific regional focus and whether the service-led delivery of deliverables fits their internal capacity.
Key Features
Kepler Deal Sourcing
A system that matches off-market deals with specific investment mandates, geography, and sectors.
Galileo VoC Intelligence
Provides granular Voice-of-Customer and Voice-of-Employee insights benchmarked against competitors.
Diligize Technology Due Diligence
Supports structured assessments of IT, digital, and AI capabilities to identify risks and scalability.
CarveX Digital Separation
Supports technology carve-outs by planning and executing the separation of integrated IT environments.
Exit Readiness Packaging
Develops buyer-ready diligence collateral and equity stories to support valuation multiples.
Client Portal
A secure workspace to access deliverables, monitoring insights, and execution dashboards organized by asset.
Use Cases
Off-Market Deal Origination
Identifying proprietary targets in the US, Europe, and APAC.
Pre-LOI Thesis Validation
Using customer sentiment and technology risk data to help refine investment theses before committing capital.
Portfolio Performance Benchmarking
Comparing portfolio company customer perceptions against peers to help guide value-creation efforts.
Digital Carve-Out Execution
Planning standalone IT environments for carved-out businesses to support Day-1 operational continuity.
Sale Process Preparation
Developing Vendor Due Diligence (VDD) and customer proof points to help reduce buyer friction.
FAQ
What does AssetMax do for PE firms?
- It provides technology intelligence and value creation tools that help firms source off-market deals, conduct technical due diligence, and prepare assets for exit with evidence-backed data.
How does the Kepler tool help with deal sourcing?
- Kepler matches off-market deals with a client's specific investment mandate, geography, and sector to help identify targets before auctions start.
Can AssetMax help with company carve-outs?
- Yes, through the CarveX service, which focuses on digital separation planning and the stand-up of standalone IT environments.
Source category: Finance & Accounting
Source subcategory: Asset Management
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