AI for Private Equity

More Deals Reviewed. Stronger Diligence. Every Decision Documented.

Your deal team screens hundreds of CIMs a year. More time organizing data rooms than making investment decisions. Screen more opportunities, accelerate diligence, and walk into every IC meeting with outputs sourced, structured, and ready to defend.

See It in Action

100+ CIMs processed monthly

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

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Where Your Pipeline Actually Gets Faster

100+ CIMs Processed Every Month

CIM metrics extracted, investment criteria scored, and a pass/fail ready, your deal pipeline moves faster without your associates spending three hours per deal sourcing teaser.

A Week's Worth Of Diligence Done Differently

Quality of earnings, normalized EBITDA, and working capital analyzed from source, every add-back categorized, every adjustment tested, before your IC meeting starts.

98% First-Pass Accuracy On Every Deal

Every output sourced to the document that generated it, no reconstructed numbers, no unverified adjustments, no IC questions your associate can't answer on the spot.

Sourcing To Exit, Three Steps At Every Stage

Every deal your team evaluates goes through the same stages. Playbooks make sure the work at each stage is done to the same documented standard, every time.

CIM Screening & Triage

Analyze Confidential Information Memoranda against your investment criteria. Extract key financials, flag deal-breakers, score strategic fit, and produce structured screening memos for the IC.

Data Room Readiness Check

Audit virtual data rooms against your standard checklist. Identify missing documents, flag incomplete filings, verify version currency, and generate a readiness scorecard with gap analysis.

Management Presentation Pack

Transform raw company data into polished management presentations. Extract financials, market data, and operational metrics, then generate slides with consistent formatting and narrative flow.

Working Capital Analysis

Extract AR, AP, and inventory data from financial statements and trial balances. Calculate DSO, DPO, and DIO trends, model cash conversion cycles, and produce working capital reports with commentary.

We've Built A Library Of 91 Playbooks.
‍Find Your Workflow.

Explore The Library

From Associate To Partner, The Whole Team Covered

Associates

VPs & Principals

Deal Partners

Due Diligence Leads

Portfolio Operations

IR Teams

Compatible With The Systems Your Deals Already Run Through

Built For The Scrutiny That Comes With Every Deal

SOC 2 Type II

Single-Tenant Deployment

Zero Data Retention

NDA

SEC

GDPR

SOX

See A Complete Deal Package Built From Your Own Materials

Pick a stage: sourcing, diligence, or exit. We'll run a pre-built workflow on your actual deal materials, live.
Book A Proof-of-Concept

FAQs

How does this support IC documentation and audit trails?

Every output includes a complete audit trail, source document cited, criteria version applied, reviewer action logged. Your IC sees exactly how every recommendation was reached.

Can our deal team configure investment criteria and scoring thresholds?

Yes. IC thresholds, concentration limits, QoE categories, and diligence checklists are configured to your investment policy. Partners review and approve every output before any decision is made.

How does this handle quality of earnings and financial diligence?

Multimodal extracts earnings data, categorizes management adjustments, and produces a structured QoE intake report, every number traced back to the source document your team can verify independently.

Can we keep deal data and target company information secure?

Yes. Encryption in transit and at rest, role-based access, and zero data retention by default, deal materials stay under your control throughout.

What happens when a deal team member disagrees with a recommendation?

Human review is built into every workflow. Team members can override any recommendation; overrides are logged with reason codes and preserved in the audit trail for IC review.

Can this connect to our existing deal management and VDR systems?

Screening summaries, diligence findings, and documentation packages flow into your existing private equity deal flow. Works alongside your existing private equity deal tracking software such as DealCloud, Affinity, and your VDR, without replacing them

Do you have SOC 2 Type II?

Yes. Available under NDA as part of your vendor management or procurement review.

How do you support exit preparation workflows?

Pre-built workflows cover the full sell-side process, CIM drafting, management presentation content, LOI comparison, buyer Q&A packs, and data room readiness checks — all produced from your source documents.

Can your platform handle both deal sourcing and diligence in one workflow?

Yes. Pre-built workflows cover the full deal lifecycle for PE firms, CIM screening, QoE, value creation thesis, and exit prep, all running to the same documented standard across every deal your team manages.