PE Counsel
 Modules

The operating layer for
private equity legal teams.

PE Counsel is a single platform underneath every legal workflow a fund runs — deal, portfolio, funds, and tax & structuring, sharing one data model and one audit trail instead of six disconnected tools.

We're opening free early access to a small group of legal teams before general launch — full use of the platform in exchange for your feedback while we finish building it.

Six modules. One data model.

Every fund reaches the same wall as it scales: deal terms live in one lawyer's inbox, portfolio obligations live in another's memory, and nobody can answer "where do we stand" without a week of chasing documents. PE Counsel is built to close that gap.

Platform
Core workspace, permissions, and the audit trail every other module sits on.
Intelligence
AI-assisted clause extraction, drafting support, and risk flagging across everything else.
Deal
A transaction workspace for live deals — diligence to signing.
Portfolio
Legal workflow for portfolio companies, standardized across the fund.
Funds
Fund-level governance, LPA obligations, and the compliance calendar.
Tax & Structuring
Structuring workflow and tax-position tracking across jurisdictions.

Built for how legal teams vet vendors

We know what a GC's procurement checklist looks like before they'll put a client matter anywhere near a new platform. Here's where we stand today, and where we're headed.

Encryption

All data encrypted in transit (TLS 1.2+) and at rest (AES-256), with client data isolated per tenant — no shared database rows across firms.

Access control & audit trail

Role-based permissions, SSO/SAML for enterprise IT, and a full audit trail — every action is attributable and logged, core to the Platform module.

Data residency

Cloud-hosted on major infrastructure providers, EU region by default, with US or other regions available for clients whose own regulatory or LP requirements call for it.

AI & client data

Client data is never used to train shared or foundation models. Firms can disable Intelligence features entirely without losing access to the rest of the platform.

Certifications

SOC 2 Type I targeted at GA, Type II within 12 months of launch. GDPR-aligned by design, with a Data Processing Agreement available to every client.

Data ownership & export

Client data always remains the client's. Self-serve export in standard formats at any time, full deletion within 30 days of offboarding.