Digital Transformation and Consulting Company

Built For Private Equity
Intelligence and Compliance Platform.

Merge is a GDPR-native private equity intelligence platform built for European fund managers, unifying deal screening, portfolio monitoring, LP reporting, and regulatory compliance in one EU-hosted environment. Merge replaces a fragmented stack of point tools with a single platform built around European data residency and regulation from day one.

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01
A Shortlist Scored.

AI-matched deal screening scores target companies for thesis fit, on GDPR-clean European data.
02
Not Assembled.

Pre-DD briefs, comparable transactions, and hypotheses generate in minutes, not by an associate.
03
Every Portfolio, Live.

Real-time KPI dashboards flag operational and regulatory change across the portfolio as it happens.
04
That Files Itself.

ILPA-aligned reports, SFDR PAI indicators, and AIFMD filings generate directly from fund data.

Your deal team runs on data built for someone else's jurisdiction.

Every platform in the stack was built somewhere else. None of them were built for European compliance.

Most European private equity stacks are stitched together from tools headquartered outside the EU, each one adding another data residency question a Data Protection Officer has to answer before a deal team can use it.

Deal teams do not lose time to bad data. They lose it to compliance reviews a European-first platform would never trigger.

Most European fund managers still run deal intelligence, portfolio monitoring, and LP reporting across three or more disconnected tools, none of them built with EU data residency in mind.

Deal intelligence. Portfolio monitoring. LP reporting.
Built EU-first, compliant by design.

01. SCREEN

A shortlist scored
against your thesis.

AI-matched deal screening surfaces target companies scored for thesis fit, running entirely on GDPR-clean European data.

02. DILIGENCE

The right deck. Every time.

Auto-generated diligence briefs, comparable transactions, and hypothesis frameworks remove the manual research work before a deal reaches committee.

03. MONITOR

Every portfolio company,
one live view.

Real-time KPI dashboards and signal-based alerts flag operational and regulatory change across the portfolio as it happens.

04. REPORT

LP reporting that files itself.

ILPA-aligned quarterly reports, SFDR PAI indicators, and AIFMD Annex IV filings generate directly from portfolio data.

One platform for the entire deal lifecycle,
built for European regulation.

Merge is engineered for general partners, deal teams, and investor relations functions that need deep market intelligence and workflow tooling without adding another non-EU platform to the compliance review queue.

01
AI-Matched
Deal Screening.

Thesis-fit scored shortlists generated from GDPR-clean European company data, not repurposed from a non-EU dataset.
02
Auto-Generated
Due Diligence Packs.

Pre-DD intelligence briefs, comparable transactions, and hypothesis frameworks generated in minutes, not built from scratch by an associate.
03
Live Portfolio
Monitoring.

KPI dashboards with news, signal, and regulatory change alerts across every portfolio company, in one feed.
04
EU-Sourced Market
Intelligence.

Sector benchmarks and M&A activity tracking layered with a regulatory signal layer most platforms do not offer.
05
Automated LP and
Regulatory Reporting.

ILPA-aligned quarterly reports with SFDR PAI indicators and AIFMD Annex IV filings generated directly from fund data.
06
Exit and
M&A Signal Tracking.

Exit readiness scoring and buyer universe mapping to support market timing and strategic buyer identification.

The cost of a compliance review that should not exist
One new platform. One more data residency question.

Most European private equity firms did not choose a fragmented stack. They inherited it, one point solution at a time.

Each new deal intelligence, monitoring, or reporting tool adds another vendor headquartered outside the EU, and another data residency question a Data Protection Officer has to resolve before a deal team can start using it.

A single EU-hosted environment for deal screening, diligence, and monitoring, without a fresh data transfer review for every new tool. Regulatory reporting, SFDR and AIFMD included, generated from the same platform the deal team already works in.

Compliance built in from day one, so it becomes the reason a deal closes rather than the reason it stalls in procurement.

Full data lineage and audit trail across every deal, company record, and portfolio data point, hosted on EU infrastructure throughout.
Consent management and data residency controls built to GDPR requirements from the platform\'s foundation, not layered on afterward.
End-to-end encryption at rest and in transit, with dedicated key management for every tenant.
Role-based access across general partners, deal teams, CFOs, and investor relations, governed from one administrative console.

COMING SOON · Predictive Exit Signals

Know the right moment to exit before the market does.

An AI layer that tracks dry powder, buyer activity, and sector M&A momentum to flag optimal exit windows before they appear in a quarterly review.

Tracks

Monitors dry powder availability and buyer universe activity across relevant sectors in real time.

Scores

Continuously updates exit readiness scoring as portfolio company performance and market conditions shift.

Signals

Flags emerging M&A momentum and strategic buyer interest before it becomes public market activity.

Recommends

Surfaces a ranked view of likely acquirers and timing windows for partner review.

Unified Infrastructure for Every Fund Operations Team.

Transform fund management from a fragmented web of vendor logins into a single operational command center. Merge unites general partners, deal teams, and compliance functions on one centralized platform, replacing risky spreadsheets with streamlined, enterprise-grade collaboration.

Deal Teams & Partners

Screen, diligence, and
track exits in one place.
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AI-matched screening, auto-generated diligence packs, and exit signal tracking, all running on the same European data foundation.
CFO & Investor Relations

LP reporting
that files itself.
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ILPA-aligned reports, SFDR PAI indicators, and AIFMD Annex IV filings generated directly from fund and portfolio data.
Compliance & Data Protection

Governance built in,
not bolted on.
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Full data lineage, consent management, and EU hosting from day one, turning a procurement review into a reason to choose Merge.

Unify Your Entire Deal Lifecycle.

Merge gives European fund managers one platform for deal intelligence, portfolio monitoring, and regulatory reporting and is 100 EU hosted following GDPR compliance.

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Start a conversation. Two Questions. Thirty Minutes.

Frequently Asked Questions

What makes Merge different from other private equity intelligence platforms?

Merge is built EU-first, hosted entirely on European infrastructure with GDPR designed into the data model from day one, rather than added to a platform originally built for a different jurisdiction. It combines deal screening, diligence, portfolio monitoring, and regulatory reporting in one environment instead of requiring a separate compliance review for each point tool.
How does Merge handle data residency and GDPR compliance?

Merge hosts all deal, portfolio, and fund data on EU infrastructure, with data lineage, audit trails, and consent management built into the platform's foundation. This is designed to remove the data residency concerns that typically require a Data Protection Officer's review before adoption.
Who uses Merge inside a private equity firm?

Merge serves the full fund team. Associates and vice presidents use it for deal screening and diligence, partners and managing directors use it for exit signals and investment committee preparation, and CFOs and investor relations teams use it for LP and regulatory reporting.
Can Merge replace multiple existing point solutions?

Merge is designed as a consolidation platform, combining deal screening, portfolio monitoring, market intelligence, and LP reporting functions that many funds currently run across several separate tools, each with its own cost and its own compliance review.

See Merge Built Around Your Fund. Book a Live Demo.

See how Merge consolidates deal screening, portfolio monitoring, and LP reporting into one EU-hosted platform, without the compliance review a non-EU tool would trigger. Schedule a personalized walkthrough.

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