Real workflows.
Real impact.
Real workflows.
Real impact.
Introducing Wellstone AI
Introducing Wellstone AI
See how teams in finance, real estate, law and beyond use Wellstone to surface hidden risk, and act with conviction.
See how teams in finance, real estate, law and beyond use Wellstone to surface hidden risk, and act with conviction.
Private Equity
Deal Screening
Outcome
Cut weeks of reading into hours — isolate the 2% of terms that make or break a deal.
Stack
CIMs + QoE reports + Management decks
Workflow
Ingests full diligence set
Surfaces gaps, red flags, and leverage points
Generates auditable summary for IC
Private Equity
Deal Screening
Outcome
Cut weeks of reading into hours — isolate the 2% of terms that make or break a deal.
Stack
CIMs + QoE reports + Management decks
Workflow
Ingests full diligence set
Surfaces gaps, red flags, and leverage points
Generates auditable summary for IC
Private Credit
Loan Agreement Analysis
Outcome
Spot covenant traps and hidden exposure before closing.
Stack
Credit agreements + financial models + collateral docs
Workflow
Scans loan terms and side letters
Flags exceptions, ratios, and compliance risks
Outputs clause-level exceptions log
Private Credit
Loan Agreement Analysis
Outcome
Spot covenant traps and hidden exposure before closing.
Stack
Credit agreements + financial models + collateral docs
Workflow
Scans loan terms and side letters
Flags exceptions, ratios, and compliance risks
Outputs clause-level exceptions log
Law
Contract Review at Scale
Outcome
Interrogate hundreds of pages with zero blind spots.
Stack
Purchase agreements + NDAs + compliance docs
Workflow
Normalizes inconsistent nomenclature
Runs adversarial checks for hidden obligations
Delivers redlined, auditable findings
Law
Contract Review at Scale
Outcome
Interrogate hundreds of pages with zero blind spots.
Stack
Purchase agreements + NDAs + compliance docs
Workflow
Normalizes inconsistent nomenclature
Runs adversarial checks for hidden obligations
Delivers redlined, auditable findings
Real Estate
Lease & Rent Roll Verification
Outcome
Catch cash flow mismatches before they hit underwriting.
Stack
Leases + rent rolls + financial models
Workflow
Extracts rent terms and escalators
Matches against rent roll and model assumptions
Flags discrepancies for correction
Real Estate
Lease & Rent Roll Verification
Outcome
Catch cash flow mismatches before they hit underwriting.
Stack
Leases + rent rolls + financial models
Workflow
Extracts rent terms and escalators
Matches against rent roll and model assumptions
Flags discrepancies for correction
See Wellstone in Action
How Wellstone is transforming operations across industries
See WELLSTONE in Action
Manual doesn’t scale. Wellstone does.
Manual Process
Copy-pasting excerpts into memos
Copy-pasting excerpts into memos
Reconciling numbers across models by hand
Reconciling numbers across models by hand
Tracking diligence tasks in scattered spreadsheets
Tracking diligence tasks in scattered spreadsheets
Searching PDFs line by line for clauses
Searching PDFs line by line for clauses
Missed exceptions until late in the process
Missed exceptions until late in the process
With Wellstone
Chats deliver direct answers grounded in source docs
Chats deliver direct answers grounded in source docs
Grids reconciles data across files instantly
Grids reconciles data across files instantly
Checklists complete questionnaires in seconds
Checklists complete questionnaires in seconds
Reports generate instant memos in your style
Reports generate instant memos in your style
CMD scans all materials against your parameters
CMD scans all materials against your parameters
Real Numbers
Review work that pays for itself, fast
hours/mo
Avg. time reclaimed
throughput
Without adding headcount
FAQ
Frequently asked questions
What exactly does Wellstone do?
Wellstone evaluates an exponential number of documents and public data sources with unprecedented accuracy — three week reviews are compressed into minutes.
How long does it take to get started?
Do I need technical skills to use this?
What tools can it integrate with?
Is my data secure?
What exactly does Wellstone do?
Wellstone evaluates an exponential number of documents and public data sources with unprecedented accuracy — three week reviews are compressed into minutes.