Casian

GUIDED PILOT

Start with your deals.
Decide as you go.

A guided eight-week pilot to evaluate Casian with your team. A defined scope, a check-in after two weeks, and a shared final review.

GUIDED PILOT

Eight weeks with your team

A scope and terms agreed together before you start.

Setup, onboarding, and use of the software on your deals are included in the pilot.

  • One fund and one vehicle to start
  • Five internal users as a baseline, adaptable to the team involved
  • Five separate committee reader accounts
  • Thesis setup, access configuration, and onboarding
  • Written support, calls when needed, and a final review
Discuss the pilot↗

The clock starts
when the workspace is ready.

The eight weeks begin once your workspace is configured and the first deal is available, not on the signature date. We agree on the effective start together.

After the pilot

After the pilot, we define the subscription together: team access, vehicle, included usage, and support. You receive a tailored proposal before committing.

A concrete starting scope.

We define the included deals and AI usage in writing before you commit. A reference path to size together:

Compare

One historical deal to compare Casian with work you already completed.

Work together

Two active deals to test updates, questions, and collaboration.

Extend the test

An agreed allowance of additional screenings, including the associated research, revisions, and AI exchanges.

Included volumes are agreed before the start, based on your deals and documents. No overage is billed without your agreement.

Support that fits your schedule.

START

Set up and get going

Configure your thesis and access, then work through the first deal together.

WEEK 2

Choose whether to continue

Review the first results and agree on priorities for the next six weeks.

WEEKS 3–8

Use Casian in real work

Send short written feedback. We schedule a call when it helps, with no mandatory weekly meeting.

FINAL REVIEW

Assess the results

Review usage, analysis quality, and preparation time with your lead and decision-maker.

What we ask of your team.

A named point of contact, deals available for actual use, and structured feedback at the two-week check-in and final review. We agree on success criteria before starting.

Before you start.

Can the whole deal team take part?

Five internal users are the starting point. If the team working on the deals is larger, we agree on the appropriate access before the pilot. Processing limits are defined separately.

Are the two-week and final reviews mandatory?

They are the key shared checkpoints. Between them, short written feedback is enough, with calls as needed.

What happens if we stop?

The next steps are agreed together at the two-week check-in and final review. Continuing after the pilot requires a separate agreement. Export and deletion follow the conditions agreed upfront.

Does the pilot include outsourced human investment analysis?

No. It includes the software and onboarding support. Your team retains responsibility for analysis and investment decisions.

Your next deal.
A shared place to think.

We open access in small batches.
Each fund starts with a deck it has received.

Request access