For Private equity

Deal Execution, Reimagined

Join 80+ leading private equity firms leveraging Mosaic’s deterministic platform to automate core LBO mechanics without sacrificing flexibility or auditability.

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Use Cases

From Insight to Investment

Go from fragmented data to clear investment decisions—faster and with confidence.

Early-Stage Underwriting

Go from CIM to a first view on returns in minutes. Powered by AI for speed, with a deterministic model you can trust.

AI-Powered Model Generation

Upload a CIM or send a prompt to generate a complete LBO in minutes, with AI accelerating the workflow and deterministic logic ensuring accuracy.

Model Review & Diligence

Validate assumptions and pressure-test models instantly, without digging through Excel.

IC Outputs & Standardization

Export Mosaic outputs directly to Excel, PDF, and PowerPoint, or map directly to your firms IC materials, no reformatting required.

Scenario Analysis

Run management, base, and downside cases side-by-side and see the impact on returns in real time, without relinking formulas.

Firm-Wide Consistency

Standardize assumptions, model structuring, or outputs across teams while staying flexible on each deal.

Take-Private Screening

Turn live CapIQ or FactSet data into a fully structured investment view in minutes.

Collaboration & Versioning

Mosaic provides a centralized, cloud-based environment where deal teams can work in parallel, track changes in real time, and maintain a single source of truth.

Platform Features

The Modern PE Toolkit

Purpose-built tools to streamline workflows, standardize outputs, and accelerate every deal.

LBO Modeling

Build fully dynamic LBOs in minutes—not hours. Instantly pressure-test purchase prices, leverage, and operating cases to see how returns move in real time. Mosaic automatically builds and links the full model—operating cases, sources & uses, debt schedules, and returns analysis—along with sensitivities, entry/exit bridges, and scenario comparisons.

Mosaic Vision

Upload a full Excel workbook, CIM, or screenshot to pull data directly into an operating model.

Autopilot for LBOs

Integrations

Mosaic integrates with Cap IQ and Factset (depending on firm preference).

Custom Templates

Build tailored, reusable templates once and ensure consistent model frameworks across the firm.

Custom Outputs

All models built in Mosaic can be exported to Excel, PDF, and PPT. Mosaic can even map directly to a firm’s IC materials across Excel, PowerPoint, and PDF—down to labels, layouts, and branding.

Sensitivity Tables

Create dynamic sensitivities across any operating or deal assumption directly within the platform.

Special Situations

Pre-built structures for dividend recaps, M&A, earnouts, IPO exits, de novos, and more—deployable in seconds.

Case Analysis

Once a model is built in Mosaic, teams can quickly generate multiple sponsor-ready outputs—IC cases, downside cases, covenant cases—without rebuilding the model each time.

IRR/MOIC Decomposition Bridges

Dynamic IRR and MOIC bridges show exactly how each assumption drives returns—out of the box.

Analytics

With all models saved down in one place, value is immediately unlocked through built-in analytics and benchmarking tools.

Centralized Deal Library

Rather than a fragmented folder system, Mosaic provides a structured, searchable system that captures every deal, regardless of whether it was ultimately moved forward.

LBO Watch-list

Investment professionals can monitor their targeted public company universe directly within Mosaic’s platform. The LBO Watchlist automatically tracks companies across that universe and alerts users when predefined financial criteria indicate an attractive LBO opportunity. Powered by Mosaic’s deterministic platform, users can build LBOs manually or through our agentic AI workflow with confidence in the accuracy of the outputs.