THE PRODUCT
One deal to investigate.
One place to decide.
Each deal brings together the documents, screening, due diligence, questions, memo and decision. Around the deals, the fund manages its thesis, its team and its pipeline.
14 source documents · 5 fictional team members · Screening, due diligence, memo and vote
Explore in full screen ↗The fund, people, documents, and analyses are fictional and were written for this demo. They show the current Casian interface. Demo version: October 2026. The demo is read-only: no analysis runs and nothing is saved. For the interactive experience, use a desktop computer.
Six tabs
per deal.
One workspace, from the first deck to the official decision.
Screening
An opinion on the Casian grid, sourced key figures, gaps between the deck and public sources, and questions for the first call.
- Prioritize, Follow up or Pass, with its reason
- Six criteria, each with its evidence status
- Public research on each founder
- One-page PDF summary
Documents
The data room’s documents, read with their location: page, slide or cell. PDF, scans, Excel, Word, PowerPoint, CSV and call transcripts.
- Duplicates flagged on upload
- Originals cannot be changed
- Documents open at the cited page
- Website capture when there is no deck
Questions
The team’s questions and Casian’s, attached to the deal, with their owner, their materiality and the answers received.
- Internal questions or questions for founders
- Owner and materiality
- Answers with their source
- Questions from screening and due diligence
Due diligence
An agent reads the whole data room, investigates six themes and writes a sourced note, with Casian’s opinion: invest, invest with conditions, defer or pass.
- One reading note per document
- New documents read, analysis updated
- Sections rewritten by the team never overwritten
- Open questions for the founders
Memo
The due diligence note becomes the investment memo. The team edits it section by section and exports it to Word or PDF.
- Versions kept
- Conflict flagged when two people edit the same section
- Finalized memo becomes read-only
- Word and PDF export
Decision
Each member votes. By default, Casian’s opinion stays hidden until the vote. An authorized member records the official decision with its rationale, its conditions and, for an investment, its terms.
- One vote per member
- Casian’s opinion after the vote
- Rationale, conditions and terms
- Documents and memo frozen at the decision
Around
the deals.
- Pipeline
- All of the fund’s deals, by stage.
- Batch import
- Up to 30 decks at once. Casian detects each company and flags duplicates, and nothing is saved until the analyst confirms.
- Chat
- It answers questions about the deal and cites the documents. It can also move a deal forward or re-file a document, with undo.
- Fund thesis
- Rules, preferences and exclusions, versioned. Only the published version applies.
- Team and permissions
- Roles from partner to external expert, access per vehicle, by invitation.
- Messages
- Direct and group messages, notifications on deals.
- AI monitoring
- An admin page shows the fund’s AI activity and lets you suspend new requests.
A defined scope
for the pilot.
The pilot focuses on deal evaluation, on desktop. Documents are uploaded from your computer, one by one or in batches.
For a data room stored in Google Drive, download the files and upload them to Casian. Direct Drive connectivity, continuous synchronization and automatic collection are not included. Calendar and portfolio reporting are outside the pilot scope.
Your next deal.
A shared place to think.
We open access in small batches.
Each fund starts with a deck it has received.