Who it's for

Built for private markets teams — wherever you sit in the workflow.

NarrEx adapts to how your firm uses it. Find the role that sounds like yours, then explore what changes for your team.

Which sounds like you?

Showing content for Advisor · Preparer workflows. Use the cards or tabs above to preview other modes.

PRE-DISTRIBUTION QC

Materials move fast. Misalignments should not leave with them.

Draft
In Review
Sent to Client
Archived

ADVISOR / PREPARER WORKSPACE

Internal QC before the CIM goes to market.

Every quantitative figure in your CIM is extracted and matched against the financial model. Deviations are flagged with the exact values on both sides, the percentage gap, and the model row reference. Nothing leaves your desk with an unresolved mismatch.

Reconciled Requires Fix Definition Mismatch Presentational Variance Period Mismatch Unmapped

Workflow roles

Built for teams who prepare and ship materials

Whether you are advising on a process or preparing an internal pack — the same consistency standard applies before distribution.

Sell-side advisory

CIMs, teasers, and management presentations

Why NarrEx matters for sell-side teams

Materials go to multiple buyers — misalignments multiply across recipients

Catch figure-to-model gaps before buyers or diligence teams do

Corporate Development

Internal memos and board packs

Why NarrEx matters for corp dev

Board and executive materials must align with the underlying model

Cross-Check Score summarises alignment before materials circulate internally

Structured verification output supports sign-off before wider distribution

Restructuring Advisory

Restructuring and debt advisory

Why NarrEx matters for restructuring advisors

Restructuring materials combine figures from multiple sources and multiple periods — gaps compound quickly

Every figure mapped to model evidence before materials go to creditors or sponsors

Verification report supports sign-off before materials are distributed to creditors

Ready to QC before distribution?

We are onboarding a limited number of early access firms. Apply to join the programme.

Apply