The Windikate Platform

Diligence at the speed of conviction.

A single workspace that turns every deck into structured data, surfaces what your partners need to see, and drafts the memo before your next IC.

01 · Data Extraction

Every metric, with the slide it came from.

Windikate parses decks, financial models, data rooms and call transcripts. Numbers, claims and assertions are extracted with citations and a confidence score on every value.

  • ARR, growth, burn, runway, gross margin, CAC, LTV, NRR
  • Team composition, vesting, prior rounds, cap table signals
  • Source slide citations + confidence calibration
Extracted Metrics
✓ verified
Annual Recurring Revenue
Slide 11 · paragraph 2
$3.2M
High
Net Revenue Retention
Slide 13 · footnote
112%
Medium
Monthly Burn
Slide 15 · table 3
$310K
High
Stage Benchmark — Series A SaaS
n=842 deals
Gross Margin
-8 pts
Reported 62% · Stage median 70%
CAC Payback
+2 mo
Reported 14 mo · Stage median 12 mo
Growth (MoM)
+5 pts
Reported 18% · Stage median 13%
02 · Deviation Detection

Compare against the right benchmark.

Every metric is benchmarked against stage, sector and geography. Windikate surfaces deviations ranked by severity, with the context your partners need to interpret them.

  • Sector-aware benchmark library, refreshed quarterly
  • Severity scoring with peer-cohort percentile
  • Calibrate against your own portfolio
03 · Question Generation

Walk into the call knowing what to ask.

For every deviation, gap or assumption, Windikate generates the most useful questions to ask the founder — grouped by topic and prioritized by signal value.

  • Topic-grouped: GTM, unit economics, team, defensibility
  • Ranked by likely signal value
  • Editable, exportable to your call notes tool
Founder Call · Suggested Questions
unit-economicssignal · high

Your 14-month CAC payback runs above stage median. Which cohort drove the lengthening — enterprise expansion or SMB churn?

gtmsignal · high

Sales-led motion at $3.2M ARR — what does the pipeline-to-close conversion look like over the last three quarters?

defensibilitysignal · medium

The deck mentions a proprietary dataset but does not quantify it. How many labeled examples, and what's the moat against fast followers?

IC Memo Draft
v3 · partner-ready
Recommendation
Proceed to second meeting. Strong growth & retention signal, but unit economics warrant a Series A bridge structure with milestone gating.
Strengths
18% MoM growth, 112% NRR, technical founder with prior exit, healthy enterprise pipeline.
Risks
CAC payback above peer median, no quantified moat around the proprietary dataset, single-region concentration.
generated in 47s export → Notion · Affinity · Drive
04 · Memo Drafting

A memo your IC can actually use.

From extracted data + deviations + your team's notes, Windikate drafts a structured memo your partners can edit, comment on, and ship to IC.

  • Recommendation · Strengths · Risks · Open Questions
  • Memo templates customized to your fund's voice
  • Export to Notion, Affinity, Google Drive, Slack
Integrations

Fits the stack your firm already runs.

Drive
Notion
Affinity
Slack
Gmail
Airtable
Enterprise Security

Your deal flow stays your deal flow.

SOC 2 Type II posture, encrypted at rest and in transit, with strict tenant isolation. No deck content is used to train base models.

SOC 2 Type II
Audited annually
AES-256 at rest
TLS 1.3 in transit
SSO / SAML
Okta, Google, Azure
No model training
Your data is yours

See it run on your next deck.

A 30-minute working session — bring a live deal, leave with a memo.