Diligence, portfolio intelligence, and value creation for lower middle market private equity.
Why ThesisIQ
Lower middle market investing demands speed, judgment, and discipline with lean resources.
That's what ThesisIQ is built for.
What breaks today
Funds review far more opportunities than they can deeply assess. Promising deals fall away late, after significant effort.
Internal analysis varies widely by deal and individual. Knowledge is rebuilt repeatedly instead of compounding.
Most funds lack systematic ways to track market, competitor, and regulatory changes. Signals are found late and reactively.
Plans are created with care, then drift out of focus. What was meant to drive returns becomes static documentation.
What changes
Screen more deals with real depth
Carry insight from screening through exit
Spot shifts before they hit KPIs
Value creation plans that stay current
Build a fund that gets smarter with every investment
How it works
Agentic systems that surface insights, flag risks, and accelerate diligence — so your team focuses on judgment, not gathering.
Curated market, sector and financial intelligence that informs deal analysis, strategic options, and value creation plans.
Works alongside your existing diligence, monitoring and value creation process — no new platform to learn.
Designed for confidentiality and controlled access. No public sharing. No client-to-client mixing.
We're working with a small group of lower middle market private equity firms.