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Email our team with any question about Modos and we'll reply within one business day — or read the guides and answers below. A real person reads every message.

Documentation

What Modos is

Modos is the AI operating system for private equity value creation. It connects the systems you already run — DealCloud and your CRM, IC memos, diligence, your value-creation plan and 100-day plan, board decks, and PortCo and LP reporting — into a Value Creation Graph: a living model of every portfolio company's plan.

From that graph, Modos surfaces drift and anomaly alerts, ranked interventions with owners, operating-review and board prep, reusable cross-PortCo playbooks, and exit and LP evidence. It connects what you already run — there's no new system of record.

You set the pace. Modos operates at the level of autonomy you choose: Suggest, Supervise, or Autonomous.

Getting started

Working with Modos today

Modos is in early access. Here's how a firm gets started:

Step 01

Book a demo

A 30-minute walkthrough of Modos against your portfolio: where each company stands versus its plan, and what to do about it. Request one on our homepage or email support@modos.ai.

Step 02

Discovery

We map the systems and artifacts you already run, and the cross-team handoffs no single tool sees today, so we can shape your Value Creation Graph.

Step 03

Design-partner engagement

Modos is working hands-on with a small group of design-partner firms. We connect your systems into your graph with you — white-glove, not self-serve — and tune the autonomy level to your firm.

FAQ

Frequently asked questions

What is Modos?

The AI operating system for private equity value creation — it connects the systems you already run into a living Value Creation Graph across every portfolio company, then turns that into drift alerts, ranked interventions, board prep, and reusable playbooks.

Which systems does Modos connect to?

The tools you already use: DealCloud and your CRM, IC memos, diligence and the data room, your VCP and 100-day plan, board decks, PortCo reporting, operating reviews, and LP reporting. There's no new system of record.

Is Modos available today?

Modos is in early access, working with a small group of design-partner firms. The best way to explore access is to book a demo.

Do you train AI models on our data?

No. Your data trains your graph, not our models.

How is our data protected?

Encryption in transit and at rest, role-based access, tenant isolation, and audit logging — see Security & data handling below. Our SOC 2 Type II audit is in progress.

How do we get started?

Book a demo, or email support@modos.ai.

Security

Security & data handling

Modos works with the most sensitive data a firm holds — deal terms, board materials, and PortCo KPIs. Protecting it is foundational to how we build. These are the principles Modos is designed around, and the controls we're formalizing through our SOC 2 Type II audit:

Encryption

Data encrypted in transit and at rest.

Role-based access

Governed by role, fund, deal team, and operating partner, with clear boundaries between companies.

Tenant isolation

No portfolio company sees another's data; the firm sees only what governance permits.

Auditability

Actions, queries, and agent decisions logged and traceable.

No training on your data

Your data trains your graph, not our models.

SOC 2 Type II

In progress: our controls are mapped to the SOC 2 framework and the audit is underway.

Security or privacy question? Email support@modos.ai.

Help

What we can help with

Getting started

Booking a demo, discovery, and what a design-partner engagement looks like.

Demos & access

Scheduling a demo or follow-up, and questions about early-access availability.

Engagement & pricing

Scope, timelines, and pricing for a design-partner engagement.

Security & privacy

Data-handling questions, security reports, and privacy requests.

Still need a hand?

Email our team and a real person will reply within one business day.

Checking system status? See status.modos.ai