Your investment process,
under control.
Elevana is the deal pipeline and due diligence platform for institutional investors. Track deals, manage DDQs, coordinate IC reviews, and close with confidence.
Alpha Capital Fund III
Horizon PE VII
Gulf Growth Fund
Cedar Ridge Partners
Summit Ventures IV
Meridian Growth Fund
Apex Private Credit
6modules
Integrated in one platform
100%
Full audit trail on every action
<5min
DDQ dispatch to recipients
0spreadsheets
Needed after Elevana
Platform
Six modules. One workflow.
Everything your investment team needs — no more stitching tools together.
Deal Pipeline
Kanban board with stage gates, SLA tracking, health scores, and IC vote submissions.
DDQ Management
Build templates, dispatch to GPs, collect structured responses with field-level mapping.
Task Automation
Auto-create tasks on stage transitions. Assign owners, track workload, set deadlines.
Meetings
Schedule DD meetings, capture notes, convert action items into tracked tasks.
Document Vault
Upload, version, and organize deal documents. Missing doc detection and extraction.
IC Workflow
Collect structured votes, track quorum, export timestamped committee reports.
How It Works
From first look to final decision
Three steps to a structured, auditable investment process.
Configure your pipeline
Define stages, gate criteria, and SLA expectations. Set what documentation is required before a deal can advance.
Run due diligence
Dispatch DDQs, upload documents, assign tasks, hold meetings — all linked to the deal. Nothing falls through the cracks.
Decide with evidence
IC voting, health scores, and a complete audit trail. Export a timestamped report. Defend every decision.
Respond faster.
Win more mandates.
Maintain an answer library. Auto-fill familiar DDQ questions. Track submission status. Present a polished profile to every LP.
- Answer library — write once, reuse everywhere
- Auto-fill from stored responses
- Track DDQ progress in real time
- Version-controlled responses
Describe your ESG integration process
Auto-filledWhat is your risk management approach?
Auto-filledKey man risk and succession planning
DraftRegulatory compliance history
CompleteBuilt For
Investment teams that need structure
Family Offices
Multi-asset allocation with IC governance and audit trails
Fund of Funds
Manager selection, DDQ workflows, and portfolio monitoring
Endowments
Compliance-first with structured reporting and oversight
PE / VC Allocators
Pipeline tracking across fund commitments and co-investments
Ready to organize your deal flow?
Replace spreadsheets, email chains, and scattered documents with one auditable platform.
No credit card required.