Wipit
A secure deal origination and management platform for private equity teams. Built to replace fragmented spreadsheets, email chains, and disconnected document stores.
The challenge
Private equity teams run complex, high-trust processes across many stakeholders. The default toolkit is a patchwork: spreadsheets, inboxes, shared drives, and legacy CRMs that were never designed to talk to each other.
Wipit was built as a partnership across product, design, and engineering. The aim was a single workspace for deal origination and early-stage deal management. Structured, collaborative, and secure, augmenting existing systems rather than asking firms to abandon them.
What we did
Product definition
Shaped the core product around the realities of origination: tracking, repetition, handoffs, and auditability. Designed the system to support phased expansion from origination into deeper deal management.
UX and workflow design
An interface optimised for fast capture and retrieval of information, not admin work. Workflows built around clear stages, checklists, reminders, and activity history to reduce missed steps.
Secure platform foundations
A security posture oriented to enterprise expectations:
- Encryption principles, access control, MFA and SSO-ready patterns
- Controlled sharing (expiring and single-use links)
- Role-level and deal-level permissions
Integrations and extensibility
Wipit was designed to integrate into existing enterprise ecosystems rather than replace them: document stores (S3 and SharePoint-style models), CRM and workflow tools where needed. An abstraction layer underneath, so multiple data and document providers could be supported over time.
AI-assisted capabilities
Prototyped and defined AI features that turn unstructured inputs into usable deal intel: executive summaries from long documents, extraction of entities and actions, surfacing of trends, risks, and "what changed" signals.
Outcomes
- A clearer, more auditable origination workflow that reduces operational friction.
- A collaboration model that keeps internal and external stakeholders aligned without oversharing.
- A security and permissions foundation suitable for sensitive deal data.
- A platform architecture designed to expand from origination into end-to-end deal management.
Build notes
External document stores are treated as first-class integrations, so Wipit can index and permission-check without owning every file. Granular sharing controls (expiring links, per-module access patterns) support real-world compliance needs. AI is used as leverage, designed to compress the "read, understand, summarise, act" cycle rather than bolt on a chatbot.