Streamlining Deal Intake and CIM Review for a Leading Private Equity Firm Using AI Agents

THE PROBLEM

High-Volume Teasers and CIMs Created Operational Bottlenecks and Slowed Early Deal Evaluation

A leading private equity firm faced rising operational challenges as deal volume increased. The problem they had was twofold: the team regularly received hundreds of unstructured investment documents, including teaser emails, PDF teasers, and lengthy CIMs. 

Analysts and business development staff were spending significant time manually extracting data, reviewing attachments, and building one-pager memos to support partner discussions. This slowed origination, created inconsistencies in how information was captured, and introduced the risk of missed insights.

The firm’s internal knowledge systems also struggled to keep pace. With investment materials stored across email, shared drives, and individual folders, there was no reliable way to search across these documents or surface relevant content during early diligence. 

The team wanted to improve how institutional knowledge was captured and used, while strengthening auditability and reducing manual workload.

To address these constraints, the firm launched a two-week PoC to evaluate how AgentFlow’s document automation capabilities could improve the speed and consistency of early deal evaluation. 

The focus was on those two critical workflows: 

• automated teaser document processing
• CIM extraction paired with one-pager memo generation 

The PoC also explored how Conversational AI could unlock more efficient information retrieval using natural language queries.

THE SOLUTION

Agentic AI Automated Teaser Intake, CIM Extraction, and Memo Generation With End-to-End Workflow Orchestration

The PoC showed how AgentFlow could automate the firm’s teaser and CIM workflows using Document AI, Unstructured AI, Report AI, and Conversational AI to reduce manual review and create consistent, analysis-ready outputs.

Teaser Workflow Automation

The teaser workflow automated ingestion, extraction, and structuring of deal information using Document AI. Users could forward teaser emails or upload files directly, and the agent:

• Automatically ingested teaser PDFs and DOCX files.
• Extracted and structured key deal fields using a schema aligned for CRM integration.
• Logged extracted entries into a shared sheet for BD team review.
• Enabled quick human-in-the-loop edits before downstream syncing.
• Sent confirmation emails and reviewer notifications.

This created a clean, standardized data foundation for DealCloud and reduced repetitive manual steps.

CIM Extraction and One-Pager Memo Automation

For CIMs, the PoC used Unstructured AI to extract all relevant sections and prepare data for downstream workflows. The agent:

• Ingested complete CIM documents.
• Extracted company overview, management details, financials, industry context, rationale, risks, and highlights.
• Mapped extracted content into a predefined schema for consistency and comparability.
• Passed structured data to Report AI to generate a standardized one-pager memo using the firm’s approved template.
• Delivered all outputs in AgentFlow for quick review and approval.

Conversational Search and Q&A

Conversational AI allowed users to query extracted CIM content using natural language. This enabled instant answers to questions about risks, financials, strategy, or highlights, reducing time spent scanning long documents and improving knowledge access during early evaluation.

Security, Governance, and Compliance

The entire PoC ran in a single-tenant, SOC 2 Type 2-certified environment. All extractions, edits, and memo outputs were fully traceable within AgentFlow, meeting the firm’s internal audit and compliance requirements.

THE RESULTS

Faster Deal Review, Consistent Investment Memos, and Instant Document Q&A Through Unified AI Automation

The PoC demonstrated clear gains in workflow speed, data consistency, and operational readiness across both teaser and CIM processes.

Accelerated Intake and Evaluation

Teasers and CIMs that previously required manual review were automatically ingested, extracted, and structured for downstream use. Analysts could shift time from document handling to actual deal evaluation.

Higher Consistency Across Deal Materials

Structured schemas created a reliable way to compare opportunities. One-pager memos generated through the CIM workflow followed the same approved template, improving clarity for partner discussions.

Improved Knowledge Access and Searchability

Conversational AI made all processed CIMs and memos searchable through natural language, eliminating the need to manually scan long documents and strengthening early diligence.

Full Auditability and Compliance Readiness

Every extraction, memo, edit, and reviewer action was captured within AgentFlow. Human-in-the-loop validation and complete audit trails met internal compliance expectations.

Continuous Improvement Through Real-Time Feedback

The shared review sheet let the BD team correct fields directly, feeding targeted improvements back into future extractions.

Defined Path to Production Deployment

The PoC identified clear next steps, including simplifying the teaser taxonomy, expanding integrations through n8n and West Monroe, and standardizing on Unstructured AI for RAG workflows while using Document AI for CRM-driven metadata extraction.

About the customer

The customer is a private equity firm that evaluates a high volume of investment opportunities each year. The team manages a mix of unstructured and semi-structured deal materials and relies on accurate, timely insights to support origination and early-stage decision making. 

Their operational environment prioritizes security, auditability, and repeatable processes across the investment lifecycle.