Investment Screening
IACalc
Upload. Define your thesis. Defend the verdict.
The Product
IACalc is an intent-aware investment screening engine. It applies evidence-based disqualification logic to PDIEs, CIMs, prospectuses, annual reports, and institutional research — computing verdicts from 53 calculators, 250+ risk signals, 15 intelligence modules, and 12 investment intents.
The critical differentiator: the same company can receive a different verdict depending on the thesis. A leverage profile that kills a yield screen may be expected in a distressed turnaround. Same document. Same extraction. Different computation.
How Intent Changes Everything
Same Data, Different Thesis, Different Verdict
Every investment thesis carries a different set of fears. A yield buyer fears margin erosion and concentration. A growth buyer fears velocity collapse. A distressed buyer fears hidden liabilities. IACalc encodes those fears directly into its analytical architecture.
Stable Yield
Owning for durable cash flow
Primary Fear: Cash flow fragility
FCF conversion, customer concentration, leverage resilience, earnings quality
Growth Platform
Scaling a proven model
Primary Fear: Velocity collapse
Unit economics, retention, operating leverage, growth credibility
Distressed Turnaround
Repairing a broken asset
Primary Fear: Hidden liabilities
Debt burden, liquidity runway, asset coverage, covenant pressure
Strategic IP
Buying capability or moat
Primary Fear: Vaporware risk
IP durability, product relevance, defensibility, revenue concentration
Shariah-Compliant
Screening to SC Malaysia SAC rules
Primary Fear: Non-compliant activity
5% activity, dual 33% financial ratios, prohibited exposures
Acqui-Hire
Buying the team more than the earnings
Primary Fear: Key-person flight
Founder dependency, retention structures, IP assignment, concentration of talent
The intent is not a filter applied after analysis. It recalibrates thresholds, reweights signals, and changes what counts as material risk.
Output
What the Output Looks Like
Real report sections from IACalc. Every number traces to the source document. Every verdict includes the mechanism that triggered it.
Process
How It Works
Upload
PDIE, CIM, prospectus, annual report, or institutional research. Text and image PDFs supported.
Define
State your thesis. Stable yield. Growth platform. Distressed turnaround. Strategic IP. Shariah-compliant. Or a blend of 12 investment intents.
Receive
A structured investment analysis report with signal-level findings, transparent thresholds, source citations, counter-narrative analysis, and prioritised diligence questions.
Capabilities
Key Capabilities
Use Cases
How Institutions Use IACalc
Pre-Investment Screening
Run incoming deal documents through IACalc before committing analyst time. Surface concentration risk, earnings-quality problems, governance gaps, and thesis-breaking issues early.
Portfolio Review
Reassess existing positions against the original mandate. Same document set, same thresholds, same verdict logic — no drift into narrative grading.
Committee Resolution
When two teams disagree because they are using different mandates, IACalc makes the difference explicit: same data, different thesis, different verdict.
Audience
Who It’s For
DocScreen: The Engine Behind IACalc
IACalc is built on DocScreen — a general-purpose document screening engine that can evaluate any document against any checklist. IACalc is DocScreen with the investment knowledge graph pre-loaded. For organisations with screening needs beyond investment due diligence — lending, procurement, compliance, insurance underwriting, legal review — DocScreen can be configured with custom criteria and thresholds.
See IACalc in Action
Request a demo using your own documents. You judge the output.