Playbook Engine
Your house rules. Applied to every deal.
Encode your IC's standards once — KPI thresholds, scoring weights, red-flag checks, report sections — and every future deal uses them automatically.
What you can configure
Six dimensions of your DD standard.
KPI thresholds
Green/yellow/red bounds per KPI, with optional industry-specific overrides — so 2.5x leverage means one thing in software and another in manufacturing.
Scoring weights
Weight financial health, market position, management quality, industry risk, and legal compliance to match how your IC actually decides. Sum validates to 1.0.
Red-flag library
Turn on the checks that matter — revenue/cash divergence, receivables outpacing revenue, customer concentration, insider patterns, and 15+ more.
Report sections
Pick which sections (executive summary, QoE, risk matrix, valuation, etc.) appear in which deal type — and in what order.
Per deal type
Credit, Equity, M&A, Commercial, Restructuring, Tax, IPO/SPAC, Secondaries, Special Situations — each gets its own playbook, or share one.
Defaults + overrides
Set one org-wide default per deal type, clone to specialize per sector or fund, and override on a single deal without breaking the baseline.
Why it matters.
Every firm has a house style. Without a playbook engine, that style lives in a senior analyst's head — or a 40-page Word doc nobody reads. Delligen turns it into config, so every deal output conforms automatically, and new hires start at senior-analyst rigor on day one.