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AI for Private Equity Firms and Their Portfolio Companies

The best deals don't wait for your analysts to finish reading.

We help funds move faster on deals and help portfolio companies grow without adding headcount.

№ 01

Where deal teams lose their edge

Seeing deals when everyone else does.
Good targets reach you once they're already in a process, and the edge is gone.
Diligence that eats partner weeks.
CIMs, contracts and data rooms are read line by line before you know if a deal is worth it.
Relationships stuck in inboxes.
Who knows whom lives in individual email and memory, so warm intros get missed.
Portfolio problems you learn about late.
Issues show up in the board deck, weeks after they started.
№ 02

Why the process hasn't changed

Deal teams still run on manual reading, spreadsheets and personal networks. Sourcing waits for bankers, diligence scales only with more associates, and portfolio data arrives monthly instead of live. The tools changed; the workflow didn't.

№ 03

Sharper sourcing, faster diligence

Faster, earlier deal flow: AI scans signals across the market and surfaces targets before they're shopped.
Diligence in hours, not weeks: documents are read, scored and red-flagged before a partner opens them.
Live portfolio intelligence: problems flagged as they happen, across every portfolio company, not in next quarter's deck.
№ 04

What we build for funds and portfolio companies

01

CIM screener: reads each CIM against your deal criteria and returns a one-page scorecard in minutes.

02

Deal sourcer: watches hiring, filings, funding and news for companies that match your thesis.

03

Data room reviewer: pulls key data against your diligence checklist and flags gaps and inconsistencies.

04

NDA redliner: marks up NDAs to your standard positions and sorts them by risk.

05

Portfolio monitor: tracks news, KPIs and changes at each portfolio company and explains why they matter.

06

IC memo drafter: turns the workstreams into a first-draft investment committee memo.

07

Relationship map: reads your email and meeting history to surface the warmest path into a target.

№ 05

FAQ

How are private equity firms using AI?
Mostly for screening CIMs, speeding up diligence, and monitoring portfolio companies. Firms also run AI programs across portfolio companies to grow EBITDA without adding headcount.
Can you work across our whole portfolio?
Yes. We run one Deep Dive format across several companies, share a playbook, and give each company its own plan and price.
Is our deal data kept private?
Yes. Each client's data is isolated, never used to train AI models, and every AI action is logged.
Start with the AI Deep Dive.

$2,500, 10 days, one written plan with the price of building it. You own the plan whether you build it with us or not. Already know what you need? Ongoing engagements start at $3,000/month.