Corpus Intelligence PE Intelligence 2026-04-25 23:25 UTC
PE Intelligence
278 modules · 2,970 tests · the senior-PE judgment layer
🛡️ Public data only — no PHI permitted on this instance.
About this page

Entry point into the codified PE-partner judgment layer — 278 modules organised around 7 partner reflexes, plus a catalog of per-deal routes that exercise the brain on a specific packet.

Scale

The 7 reflexes: sniff test before math; archetype on sight; named-failure pattern match; dot-connect packet signals; recurring vs one-time discipline; specific regulatory dollar-impact; partner voice.

How to use

Open a deal and follow the Partner Review link on the deal dashboard to run the full brain. Use this hub to jump to an inventory (reasonableness matrix, bear book, archetype library) when you want context before a specific per-deal read.

Source: pe_intelligence/README.md (seven reflex definitions).
Modules
278
partner reflexes codified
Tests
2,970
unit tests passing
Reflexes
7
senior-partner judgment layers
Exports
1,455+
public symbols

A senior-PE-healthcare-partner judgment layer. Reads a DealAnalysisPacket and answers the questions a partner actually asks in IC — not a taxonomy of features but a library of partner reflexes. Partner Review now also surfaces supplemental healthcare checks and a Claude second-look confirmation card. Open any deal and click Partner Review on the deal dashboard to exercise the brain against that packet.

what the brain does on every packet7
1Sniff test before math

Knows what's unrealistic on the teaser — 400M rural CAH at 28% IRR, dental DSO at 4× revenue, MA-will-cover-FFS without a named contract. 14-pattern pre-math triage returning stop_work / senior_partner_review / proceed_with_diligence.

→ unrealistic_on_face_check.py
2Archetype on sight

Recognizes seven healthcare thesis shapes — payer-mix shift, back-office consolidation, outpatient migration, CMI uplift, roll-up platform, cost-basis compression, capacity expansion — and applies the right lever stack + named risks per shape.

→ healthcare_thesis_archetype_recognizer.py
3Named-failure pattern match

Fingerprint-matches signals against 20+ dated historical failures (MA startup unwind 2023, NSA platform rate shock 2022, PDGM transition 2020) and cites the specific lesson — not a generic 'watch out for churn.'

→ deal_to_historical_failure_matcher.py
4Dot-connect packet signals

Traces packet-level signals through six causal chains: denial fix → CMI reversal → Medicare bridge; payer-mix shift → case-mix → IP margin; wage step → physician comp → EBITDA → add-back risk; and three others.

→ connect_the_dots_packet_reader.py
5Recurring vs one-time discipline

Religiously separates recurring EBITDA from one-time cash releases at the line-item level. 20-pattern catalog (CARES, ERC, settlements, gain-on-sale vs owner comp, synergy, restructuring). Exit multiple only applies to recurring.

→ recurring_ebitda_line_scrubber.py
6Specific regulatory $-impact

OBBBA / site-neutral / sequestration / state Medicaid / PAMA translated into service-line dollar exposure over the hold — not hand-waved. Reimbursement cliff calendar 2026–2029 with 12 named CMS/payer events.

→ site_neutral_specific_impact_calculator.py
7Partner voice

Direct, numbers-first, willing to say pass when the math doesn't work. Every module exposes a partner_note — short, blunt, IC-ready — and every report serializes to dict for LP digests and IC memo exports.

→ partner_voice_variants.py
click into the catalog you need6
Archetype Library →
Seven healthcare thesis shapes + sponsor-structure archetypes (platform rollup, take-private, carve-out, turnaround, buy-and-build, continuation, GP-led secondary, PIPE, operating lift, growth equity).
10 archetype modules
Reasonableness Matrix →
Band-check library for IRR, EBITDA margin, exit multiple, lever realizability, EBITDA quality. Verdicts: IN_BAND / STRETCH / OUT_OF_BAND / IMPLAUSIBLE.
reasonableness.py — 40+ bands
Red Flag Catalog →
Codified red flags scanned per deal: MA bridge traps, payer renegotiation timing, denial-fix pace, physician retention, covenant headroom, leverage limits.
red_flags.py + 9 deal-smell detectors
Bear Book →
Pattern library of specific bear cases. Each pattern: named breakage, EBITDA hit, recovery posture, early-warning indicator. Cross-pattern digest unifies failure + bear + trap libraries.
bear_book.py + cross_pattern_digest
IC Decision Synthesizer →
Single recommendation + three flip signals. 3-round IC dialog simulator with five voices (skeptic, optimist, MD numbers, operating partner, LP-facing) + chair synthesis.
ic_decision_synthesizer + ic_dialog_simulator
Stress Grid & Regime →
Scenario sweep with base / bear / bull outcomes. Regime classifier tags the deal as expansion / normalization / peak / correction / contraction.
stress_test + regime_classifier
which brain module drives each page8
Per-deal routes · pick any deal and append one of these suffixes
/deal/<id>/partner-review
partner_review.partner_review
Full IC verdict: recommendation, partner-voice narrative, reasonableness bands, heuristic hits, supplemental healthcare checks, Claude look, and secondary analytics.
/deal/<id>/red-flags
red_flags + reasonableness
Focused view: critical/high severity heuristic hits plus band violations (OUT_OF_BAND + IMPLAUSIBLE), supplemental healthcare signals, and Claude status.
/deal/<id>/archetype
deal_archetype + regime_classifier
Sponsor-structure archetype match (playbook + risks + IC questions) plus time-series regime classification.
/deal/<id>/investability
investability_scorer + exit_readiness
Composite 0-100 score + grade + sub-scores plus 12-dimension exit readiness report and top-3 change-my-mind items.
/deal/<id>/market-structure
market_structure
HHI / CR3 / CR5 + fragmentation verdict + consolidation-play score + thesis hint (buy_and_build / platform_entry).
/deal/<id>/white-space
white_space
Geographic / segment / channel adjacency opportunities with per-opportunity scores, rationales, and barriers.
/deal/<id>/stress
stress_test.run_stress_grid
Scenario grid: rate / volume / multiple / lever / labor shocks with pass-rate, covenant breaches, EBITDA delta.
/deal/<id>/ic-packet
master_bundle.build_master_bundle
Composed IC packet: memo + cheatsheet + 100-day plan + bear patterns + regulatory items + partner discussion.
GET STARTED
The brain runs per packet. Open a deal and follow Partner Review from the deal dashboard — that page links into every drill-down below. Need historical comps first? Browse the corpus (655 deals).