Platform

Every surface a deal team needs, on one spine

Lens is not a data room with reporting bolted on. The workstream taxonomy runs through the evidence, the requests, the tasks and the AI, so the same structure holds from first screen to value creation.

Product tour

Nine surfaces, one structure

Screens from live engagements, redacted. Counts and progress are real; names are not.

Portfolio Kanban

Pipeline you can run a team from

Every deal on one board, from discussing and scoping through proposal, active delivery and report issued. Cards carry engagement type, owner, target, deadline and live task progress, so triage is a glance rather than a status call.

Portfolio Kanban board with deal cards showing engagement type, owner, target, deadline and task progress
Portfolio Kanban

Project overview with index scores

One page that answers 'where are we?'

Scope areas, tasks by status, information-request completion, dataroom uploads, observations and milestones, alongside four index scores — tech maturity, security, security governance and team analyser — that give a comparable read across deals.

Project overview page showing scope areas, tasks by status, information request completion and four index scores
Project overview with index scores

Multi-workstream dataroom

An evidence layer, not a file dump

A consistent workstream taxonomy from IT01 upward, per-folder counts, a bridge to the target's external VDR, read tracking and in-place viewing rather than download. Every document keeps its place in the structure.

Multi-workstream dataroom listing numbered workstream folders with document counts
Multi-workstream dataroom

Digital IRL

Information requests with an audit trail

Hundreds of requests tracked by status, workstream, tag, priority and requester, with responses captured inline and stock question libraries to start from. Export the full list when the report needs an appendix.

Digital information request list with status, workstream, tag, priority, requester and inline responses
Digital IRL

Dataroom analytics

Behavioural evidence about the target

Document creation over time, keyword usage, authorship concentration, first and latest uploads and read counts. How a target's team documents its work is itself a finding.

Dataroom analytics charts showing document creation by year, keyword usage, authorship and read counts
Dataroom analytics

Project management

Delivery tracked against the workstreams

Status reporting, tasks by status and owner, workstream progress tables and milestones — the delivery layer sits on the same structure as the evidence, so progress and findings never drift apart.

Project management overview with status report, tasks by status and owner, and workstream progress table
Project management

Task-level management

Down to the individual task

Assign, sequence and close work at task level with clear ownership. Nothing sits in a spreadsheet outside the system.

Task board showing individual task cards grouped by status with owners
Task-level management

Journal

The consultant's working memory

Private notes, meeting records and observations kept alongside the deal, organised into sections and shared with the project only when you choose.

Journal interface with consultant note entries organised into sections
Journal

Journal AI analysis

AI analysis you scope yourself

Select the sections and entries the AI is allowed to read, then generate an analysis over exactly that context — nothing wider, nothing hidden.

Journal AI analysis dialog for selecting which sections and entries the AI may review
Journal AI analysis

Governance

The surfaces that keep a deal defensible

Observations

Findings raised against a workstream and its source evidence.

RAID log

Risks, assumptions, issues and dependencies carried across phases.

Action log

Agreed actions with owners and due dates, closed in the system.

Lessons learnt

Institutional memory that survives the deal team changing.

See Lens on your next deal

A 30-minute walkthrough of diligence, integration and value creation in one system.

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