Private deal & portfolio management
One secure workspace for your deals and your portfolio.
Pete (also known as AskPete) is a private, invitation-only platform that helps our team manage mergers & acquisitions and the companies we own afterward — tracking entities, ownership, investments, financials, bank accounts, compliance, and documents in one place.
Access is by invitation only.
What you can do with Pete
Map ownership
Model entities, principals, and ownership structures across your portfolio in a clear wealth map.
Track investments
Record debt, equity, and real-asset positions with valuations and full cap-table detail.
Manage entities
Keep legal details, financial snapshots, and key people for each company up to date.
Monitor cash
Maintain bank accounts and cash positions and surface compliance alerts before they bite.
Organize documents
Store formation, operating, debt, and equity documents — and optionally import files you select from Google Drive.
Control access
Role-based permissions, multi-factor authentication, and audit logging keep sensitive data protected.
Google Drive integration
Pete offers an optional Google Drive integration. When you choose to connect it, Pete uses read-only access only to show a file picker and import the specific documents you select into your workspace. Pete does not scan or bulk-download your Drive. Our handling of Google user data follows the Google API Services User Data Policy, including its Limited Use requirements — see our Privacy Policy for details.