Overview

We work with private equity firms, their deal and operating teams, and their portfolio companies. Our work covers the full investment lifecycle: screening, diligence, investment committee preparation, value creation and exit.

We start with one live deal or portfolio question. That keeps the work tied to the firm's own criteria, templates and confidentiality rules rather than a generic demonstration.

Our private equity platform then handles the repeatable work. Every figure traces to its source, investment professionals approve each output, and the platform connects to the CRM and deal systems the firm already runs.

Services

How we can help

01

Deal screening

We extract a consistent company, market and financial profile from every CIM and compare it with your criteria. Partners get the same first look on every deal.

02

Diligence and evidence management

We organize findings across the data room, flag figures that conflict and route open questions to the right specialist. Gaps appear as gaps, never as filler.

03

Investment committee materials

We draft memos and decks in your format from approved source tables, through review gates for substance, layout and final sign-off. Every figure carries its citation.

04

Institutional deal memory

Past deals, sector views and committee decisions become searchable, with access controls intact. New team members start from what the firm already knows.

Organization Second Brain
05

Secure model and data sharing

Financial models and data room content move through identity-controlled workspaces with sensitivity labels and audit trails. Nothing depends on email attachments.

Model Agnostic AI Architecture
06

Portfolio value creation

We benchmark portfolio companies, rank a few revenue and cost levers and turn proven improvements into playbooks. The next company starts where the last one finished.

07

Portfolio growth programs

We give portfolio companies ready-to-run programs in AI visibility, sales intelligence and customer service. Operating partners can repeat what works across the portfolio.

AI Sales Intelligence
FAQ

Frequently Asked Questions

How does AI help with private equity due diligence?

AI speeds diligence by extracting consistent profiles from CIMs, organizing data-room findings, flagging figures that conflict and drafting committee materials with every number cited. We start with one live deal under your criteria and confidentiality rules, and investment professionals approve every output.

How do private equity firms use AI for deal screening?

AI extracts a standard company, market and financial profile from each CIM, compares it with the fund's criteria and ranks fits for partner review. Partners get the same first look on every deal instead of a different summary from each analyst.

Can AI draft investment committee memos?

Yes, as a cited first draft that the deal team owns. It should work from approved source tables in the firm's template, trace every figure to its source and show gaps as gaps. For a $2 billion-plus acquisition we produced a 28-slide cited committee deck through three human review gates.

How can AI create value in portfolio companies?

It works when a firm benchmarks its portfolio companies, picks a few revenue and cost levers and turns proven improvements into playbooks the next company can reuse. We give operating partners repeatable programs in AI visibility, sales intelligence and customer service.

Is it safe to put deal data into AI tools?

It can be, under enterprise terms and firm controls. Check that the contract bars training on your data, honors existing permissions and keeps an audit trail, because consumer accounts can carry different terms. We move financial models and data-room content through identity-controlled workspaces with sensitivity labels and audit trails, not email attachments.