Product Ask Rounic Rounic IC Diligence Research Portfolio Intelligence Use Cases Sourcing & Screening Due Diligence IC Preparation Portfolio Monitoring Resources How Rounic works Evidence & provenance Security & trust Company About Contact Pricing Plans and packaging Request a demo

Every deal
makes your
firm smarter.

Rounic is the brain for private equity — turning your deals, decisions, and documents into institutional intelligence that compounds.

Your data stays private Enterprise security Works with Microsoft 365

Connects the systems your firm already runs on

SharePoint OneDrive Outlook Excel models Your CRM VDRs & board packs

Built for the investment cycle

Close the loop. Compounding intelligence across every round.

Source Opportunities arrive Screen Share context and insights Diligence Centralise docs, Q&A, and findings IC / Decision Stronger debates. Better decisions. Outcome Track results and learnings Institutional Learning Every outcome feeds the next opportunity
  1. Source Opportunities arrive
  2. Screen Share context and insights
  3. Diligence Centralise docs, Q&A, and findings
  4. IC / Decision Stronger debates. Better decisions.
  5. Outcome Track results and learnings
  6. Institutional Learning Every outcome feeds the next opportunity

Rounic connects your deals, documents, conversations, models, and portfolio history — so your firm remembers what matters and builds on it.

Institutional memory that lasts

Preserve the why behind every decision — including the ones you passed on.

Evidence you can trust

Every material claim links back to its source page, cell, or slide.

Better IC prep

Surface precedents, contradictions, and open questions before the meeting.

Compounding advantage

Turn experience into intelligence the firm can reuse on the next round.

Explore the product

Your firm should never have to learn the same investment lesson twice.
The principle Rounic is built on
Private by design

Your data stays yours. It is never used to train shared models.

Enterprise-grade

Security, permissions, and audit at every layer.

Microsoft 365 native

Built for the tools your team already uses.

Turn your deal history into your firm’s greatest advantage.

Request a demo