AI Infrastructure for Private Equity
Your deal team is lean by design. You do direct investments, co-investments, fund commitments, and LP relations with a handful of people. That means every analyst hour is expensive. Every missed deal is costly. And every manual process that could be automated is a drag on returns.
We build AI systems for PE firms that move fast, protect their data, and need infrastructure that works on day one. No enterprise rollouts. No IT department required. Built for teams of 5 to 15 who are already doing the work — just doing too much of it by hand.
What We Hear From PE Firms
Deal screening eats analyst bandwidth.
Inbound flow arrives via email. An analyst does quick mental math to pencil out returns before anything hits the tracker. Good deals slip through because bad deals consume all the bandwidth. Most deals die in the inbox with no record.
Due diligence cycles are too long.
Market research is manual. Pulling comps takes hours. DD document packages sit for days before anyone summarizes them. IC memos start from a blank page every time. Legal docs get fed through ChatGPT one-off with no system or memory.
The pipeline is fragmented.
Active deals are tracked across Excel, Word documents with action items, email threads, and folder systems. PE side and RE side use different tools. There's no single view. Key dates, covenant triggers, and follow-ups get missed.
LP reporting is a manual grind.
Quarterly updates require pulling data from multiple sources, building PowerPoints and spreadsheets by hand, and compiling narrative that someone writes from scratch every quarter.
The CRM project keeps getting shelved.
Someone was assigned to build pipeline automation. They got pulled into deals. The project stalled. The need was identified. Nobody had bandwidth.
What Changes
DealFilter Engine
Every inbound deal screened against your criteria automatically. Cap rate, EBITDA, location, asset class, deal structure — extracted and ranked. Daily digest hits inboxes. Your analysts only touch the 20% worth a deeper look.
DiligenceOS
Auto-extract key terms, risks, and financials from every document in a deal package. Pull comparable transactions automatically. Generate first-draft IC memos from screening notes and models. Prior research that compounds instead of disappearing.
PipelineHQ
One live deal board replacing Excel, Word docs, and fragmented systems. Auto-categorizes deals by status. Tracks contacts, sponsor relationships, LP communications, and key dates. The principal sees everything in real time.
LP Reporting Automation
Quarterly updates generated from portfolio data instead of someone manually building slides. Narrative templates trained on your tone and format. Your team reviews and refines instead of starting from scratch.
“Remember his qualities, so that when your last hour comes, your conscience may be as clear as his.”
— Marcus Aurelius, on Antoninus Pius