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About this page

Browsable catalog of every analytical module on the platform, tagged by diligence category, lifecycle phase (sourcing / diligence / portfolio / exit), primary persona, route, and whether it depends on the live corpus.

Source: data_public/module_index.py (module catalog).

Seeking Chartis Module Index

40 analytical modules across 8 categories · searchable catalog mapping route, category, lifecycle phase, and persona — 1,705 corpus deals

Total Modules

Categories

Corpus-Dependent

Lifecycle Phases

Personas

Corpus Deals

1,705

Platform Scale

IC-grade

Last Module Added

Module 82

Full Module Catalog

Module	Category	Phase	Persona	Description	Route
Deal Origination	Sourcing	sourcing	principal	Active M&A pipeline, banker relationship matrix, sector whitespace, win/loss analysis	/deal-origination
Sponsor Heatmap	Sourcing	sourcing	associate	Sponsor × sector performance grid — who wins in which sector	/sponsor-heatmap
Base-Rate Engine	Sourcing	diligence	associate	P25/P50/P75/P90 percentile cuts across EV/EBITDA, margin, MOIC, IRR — filterable	/base-rates
Market Rates	Sourcing	diligence	associate	MOIC/IRR percentiles by sector, payer mix, and hold period	/market-rates
MSA Concentration	Sourcing	diligence	associate	HHI / CR3 / CR5 concentration analysis; whitespace scoring by MSA	/msa-concentration
CMS Data Browser	Data	diligence	analyst	20 curated CMS datasets (PFS, OPPS, MS-DRG, HCRIS, MA), API status	/cms-data-browser
CMS Sources	Data	diligence	analyst	High-level CMS data source catalog (companion to CMS Data Browser)	/cms-sources
Red-Flag Scanner	Diligence	diligence	associate	Rule-based red-flag screening against corpus benchmarks	/redflag-scanner
Value Backtester	Diligence	diligence	associate	Predicted MOIC vs realized base rates; lever attribution	/backtester
Anti-Trust Screener	Diligence	diligence	principal	HSR thresholds, HHI, market overlap, FTC case law, remediation matrix	/antitrust-screener
Payer Concentration	Diligence	diligence	associate	CR1/CR3/CR5 payer concentration, HHI, renewal calendar, denials, NSA exposure	/payer-concentration
FWA Detection	Diligence	diligence	associate	Billing anomalies, upcoding risk, Stark/AKS referral patterns, compliance events	/fraud-detection
Drug Shortage	Diligence	diligence	analyst	FDA shortage list, supplier concentration, geographic / tariff exposure	/drug-shortage
Cyber Risk	Diligence	diligence	principal	NIST CSF maturity, incident history, ransomware prep, HIPAA/HITRUST compliance	/cyber-risk
AI Operating Model	Diligence	diligence	associate	AI initiative portfolio, vendor landscape, model governance, ROI by bucket	/ai-operating-model
Health Equity Scorecard	Diligence	diligence	associate	CMS Health Equity Index, SDOH screening, equity investment ROI, disparity flags	/health-equity
Physician Labor Market	Diligence	diligence	associate	Supply/demand by specialty, wage inflation, NP/PA extender, burnout, HPSA	/physician-labor
Physician Comp Plan	Sector	diligence	analyst	MD/NP/PA comp plan design, RVU productivity, quality bonus structure	/phys-comp-plan
Locum Workforce	Sector	portfolio	associate	Contract clinician spend, coverage gaps, permanent conversion pipeline	/locum-tracker
MA Contracts	Sector	portfolio	associate	MA plan economics, bid/bench/rebate, RAF optimization, Stars, V28	/ma-contracts
340B Drug Pricing	Sector	portfolio	associate	Covered entity eligibility, ceiling price spread, contract pharmacy, audits	/drug-pricing-340b
ACO Economics	Sector	portfolio	principal	MSSP/REACH/MA capitation, shared savings, quality scoring	/aco-economics
Roll-Up Economics	Value Creation	diligence	principal	Multiple arbitrage, add-on cadence, synergy capture, debt capacity	/rollup-economics
De Novo Expansion	Value Creation	portfolio	associate	Greenfield buildout, market expansion queue, ramp curves, lease/buy NPV	/denovo-expansion
PMI Playbook	Value Creation	portfolio	principal	Post-merger integration workstreams, synergy capture, risk register	/pmi-playbook
Direct Employer	Value Creation	portfolio	associate	Centers of Excellence, on-site clinics, ERISA structure, RFP pipeline	/direct-employer
CIN Analyzer	Value Creation	portfolio	associate	Clinical Integration Network: providers, contracts, quality, compliance	/cin-analyzer
ZBB Tracker	Value Creation	portfolio	associate	Zero-based budgeting cost rebuild, savings initiatives, vendor rationalization	/zbb-tracker
Capital Call Pacing	Capital	portfolio	principal	Fund-level cashflow, J-curve, DPI/TVPI/RVPI evolution, vintage comparison	/capital-pacing
Covenant Headroom	Capital	portfolio	principal	Covenant compliance matrix, stress scenarios, cure rights, amort schedule	/covenant-headroom
Direct Lending	Capital	portfolio	principal	Private credit facility portfolio, market spreads, default trends, portfolio marks	/direct-lending
REIT / SLB	Capital	portfolio	principal	Real estate monetization, cap rate comps, rent coverage, REIT buyer landscape	/reit-analyzer
Platform Maturity	Capital	exit	principal	Exit readiness scorecard, 6 exit paths, remediation roadmap	/platform-maturity
IC Memo Generator	IC	diligence	principal	Standardized IC memo: thesis, findings, levers, risks, scenarios, structure	/ic-memo-gen
Sponsor League	Performance	sourcing	associate	Sponsor track record rankings across sectors and vintages	/sponsor-league
Exit Timing	Performance	exit	principal	Hold period analysis, exit market timing indicators	/exit-timing
Telehealth Economics	Sector	diligence	associate	Visit-level P&L, provider productivity, state parity, PHE cliff, DTC comps	/telehealth-econ
HCIT Platform	Sector	diligence	associate	SaaS metrics: ARR/NRR/LTV/CAC, Rule of 40, TAM penetration, comps	/hcit-platform
Biosimilars	Sector	portfolio	associate	LoE waves, ASP+6% economics, provider margin, interchangeable status	/biosimilars
Trial Site Econ	Sector	diligence	associate	Clinical trial site P&L, therapeutic area mix, phase economics, sponsors	/trial-site-econ

Category Rollup

Category	Module Count	Lifecycle Phases	Example Modules
Diligence	10	diligence	Red-Flag Scanner, Value Backtester, Anti-Trust Screener
Sector	9	diligence / portfolio	Physician Comp Plan, Locum Workforce, MA Contracts
Value Creation	6	diligence / portfolio	Roll-Up Economics, De Novo Expansion, PMI Playbook
Sourcing	5	diligence / sourcing	Deal Origination, Sponsor Heatmap, Base-Rate Engine
Capital	5	exit / portfolio	Capital Call Pacing, Covenant Headroom, Direct Lending
Data	2	diligence	CMS Data Browser, CMS Sources
Performance	2	exit / sourcing	Sponsor League, Exit Timing
IC	1	diligence	IC Memo Generator

Lifecycle Phase Distribution

Lifecycle Phase	Module Count	Primary Output
diligence	21	IC memo inputs, risk flags, value creation plan
portfolio	14	value creation tracking, quarterly reporting, operating cadence
sourcing	3	deal pipeline, sector whitespace, competitive intel
exit	2	exit readiness, buyer landscape, return modeling

Primary Persona Usage

Persona	Module Count	Top Modules
associate	23	Sponsor Heatmap, Base-Rate Engine, Market Rates, MSA Concentration, Red-Flag Scanner
principal	13	Deal Origination, Anti-Trust Screener, Cyber Risk, ACO Economics, Roll-Up Economics
analyst	4	CMS Data Browser, CMS Sources, Drug Shortage, Physician Comp Plan

Module Index: This page is the platform's map of itself. Every analytical module is tagged with: (1) category — the diligence dimension it covers, (2) lifecycle phase — where in sourcing/diligence/portfolio/exit it's used, (3) primary persona — analyst for data catalogs, associate for screeners and roll-ups, principal for capital-structure and IC decisions. 38 modules derive benchmarks from the live corpus (1,705 deals); the remainder are reference catalogs or playbooks. Use this index to onboard new team members or run a self-audit of diligence coverage before submitting an IC memo.