Built for Family Offices Going Direct

Anthropic ships breadth. OloLand ships depth.

AI for Private Equity and M&A. Verifiable outcomes — source-linked numbers, cited evidence.

The principal reads the memo on Sunday. When she asks “where did this come from?” on Monday, OloLand answers in one line — source document, page, formula.

Included in Pro and above
Methodology disclosed
SOC 2 Type II (in progress) · Tenant isolation
Why / What / How

Three layers. One mandate: capital preservation.

OloLand is the depth layer for Anthropic-powered finance work — the verifier stack and persistent deal record that turns Claude’s generic agent runtime into a principal-defensible underwriting package.

Why
The artifact the principal reads on Sunday

A principal-defensible underwriting package.

Not search results. Not a chat transcript. The memo your principal reads alone on Sunday evening — numbers tied to source pages, every addback ledgered, every assumption defensible when she calls Monday morning. You are accountable to one decision-maker. The memo has to hold up to her, by name.

What
The category we define

A verifiable intelligence layer.

A generic AI summary cannot be defended when capital preservation is the mandate. Verifiable intelligence is a different category: source hierarchy surfaces contradictions across CPA, tax, management, and AI evidence; generated outputs preserve source-page citations; uncited claims and unsupported high-priority assumptions stay out of the memo. The reason "AI tools" lose the family-office buyer is hallucination. OloLand reduces that risk with citations and evidence gates.

How
The mechanism Claude doesn’t ship

Deterministic engines and a persistent deal record.

Claude can read a CIM and write prose. It cannot run a real DCF against typed financial values, run the Beneish/Benford/EBITDA-bridge forensic battery on direct-deal earnings quality, or remember what you flagged on the family's last co-invest when you start the next one. OloLand ships both — and the deal record outlives the analyst, the CIO, even the generation.

60%

club deals

FO direct volume in 2026 (Bloomberg)

Fast

turnaround

Pre-LOI Forensic Screen

Pro

Full QoE

Included in Pro and above · with GL access

0

staff required

You + OloLand

Family Office Direct-Deal Math

The diligence layer for direct deals.

Family offices are doing more direct deals every year. Most don't have a 5-person DD team. Forensic screening, included in Pro and above, is how you scale rigor without scaling headcount.

60% club deals

Going direct without a deal team.

Bloomberg April 2026: 60% of family-office direct volume is club deals. You want rigor and discipline — without paying a fund 2/20 to get it. Forensic screening, included in Pro and above, is the missing piece.

Independent read

Co-investing in a sponsor's deal.

The lead sponsor's QoE is the lead sponsor's read. Run an independent forensic screen on the same data so you walk into the syndicate call with your own analysis, not a rubber stamp.

IC-grade

Defensible to your principal.

When the principal asks "what about the addbacks?" or "how does this compare to last year's deal?", you have a structured risk register (300+ leaf-level checks) and cross-doc reconciliation, not a hot-take.

No team needed

No staff to scale.

Pre-LOI Screen runs fast with no hires. Self-serve Full QoE adds supported transaction-level Benford, lapping, and journal-entry testing when persisted inputs qualify. Both are included in Pro and above.

Three Ways to Use OloLand

How family offices use forensic screens.

Co-investment in sponsor deals

You see the lead's diligence package. Run our forensic screen on the same data — Beneish, EBITDA bridge, cross-doc reconciliation, structured risk taxonomy (300+ leaf-level checks). Walk into the syndicate call with your own read, not theirs.

Direct-deal evaluation

Founder pitches you a direct buy-out or growth investment. You're a 2-person family office without an in-house DD team. Pre-LOI Screen gives you a fast, defensible third-party read — included in Pro and above, for a fraction of what an investment bank would charge.

Year-end portfolio review

Full QoE supports transaction-level Benford, lapping, and journal-entry testing when the required GL, bank, and AR inputs qualify for new direct deals or co-investments you want to re-screen.

OloLand AI Value Creation Studio

Need help shipping this in your stack?

Family offices going direct don't want another platform. We implement AI in your existing stack — DealCloud, SharePoint, Microsoft, or OloLand — with the evidence and governance discipline a multigenerational mandate requires.

Start with a fixed-fee scope
AI Diligence Jumpstart
2 weeks · one live deal · $25K–50K
AI Value Creation Scan
2 weeks · one portco · $15K–30K
AI Operating Partner Retainer
monthly · $15K–50K / month

Anthropic captures the session. OloLand captures the institution.

Your family’s deal history compounds in the system — across generations, across CIOs. Same Cowork surface. Same Claude harness. Different depth, and a deal record that outlives the analyst who built it.

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