AI that removesdeal-team busywork.
Your associates spend their week compiling CIMs, drafting memos, and formatting reports. Not evaluating deals. We build automations that give that time back.
Six workflows worth automating
Your deal team spends hours on document synthesis: screening, reporting, drafting. These automations handle the compilation so your team handles the judgment.
CIM Screening Pipeline
Associates spend days reading 200+ page CIMs for deals that may not fit the fund mandate. This automation ingests a CIM, extracts key metrics (revenue, EBITDA, growth, customer concentration, geography), checks against your fund criteria, and produces a structured screening memo.
LP Report Generator
Quarterly LP reports require compiling portfolio data and drafting fund-specific commentary across diverse sectors. Investor portals handle data distribution, but not narrative drafting. This automation ingests portfolio company data and produces draft LP reports with performance summaries, commentary, and attribution analysis.
DDQ Response Automation
Due Diligence Questionnaires are 80%+ repetitive across LPs, but each requires customized responses from firm policies and prior answers. This automation maintains a searchable library of your DDQ responses, maps new questions to existing answers, flags gaps, and produces a structured first draft.
IC Memo Drafter
Associates draft Investment Committee memos from scratch for every deal. The structure is consistent (thesis, risks, financials, comparables) but content varies across sectors. This automation takes deal materials and produces a structured IC memo following your firm’s template.
Portfolio Company Monitoring
Multi-fund firms manage 15–30+ portfolio companies, each reporting in their own format. This automation ingests monthly reporting packages, normalizes KPIs, flags variances and covenant breaches, and produces a unified portfolio dashboard across all holdings.
Deal Sourcing Intelligence
Deal teams rely on broker relationships and personal networks to source opportunities. This automation monitors public signals: filings, press releases, leadership changes, M&A activity. It produces structured briefs flagging companies matching your fund mandate criteria.
Want to discuss which of these fits your firm?
Pick a starting point that fits your urgency and appetite.
Automation Pilot Sprint
We build one automation end-to-end (e.g. the CIM screening pipeline) with your team reviewing output at every stage.
Best for: firms that want to see results before committing to a broader rollout.
Ongoing Automation Support
Stabilize existing automations, expand to the next workflow, and keep output quality on track as your fund activity evolves.
Best for: firms that want continuity and compounding efficiency gains.
This works best for PE firms that have:
Common Questions
See what AI can remove from your workflow.
Book a call and we'll identify the first workflow worth automating for your firm.