Private Equity | Aivant

Stop the deal-team busywork.Keep the judgment.

Your associates spend their week compiling CIMs, drafting memos, and formatting reports. Not evaluating deals. We build automations that give that time back.

No data-room replatform. No 12-month rollout. One Workflow Build shipped in 4–8 weeks — then it holds without us.

Book a discovery callNo obligation·Clarity either way

Six workflows worth automating.

Your deal team spends hours on document synthesis: screening, reporting, drafting. Pick one. Ship it in 4–8 weeks.

01Screening Memo

CIM Screening Pipeline

Associates spend 3–5 hours per CIM (typically 50–100 pages) on deals that often don’t 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.

02LP Draft

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.

03DDQ First Draft

DDQ Response Automation

DDQ questions cluster around the same domains across LPs — track record, team, ESG, ops — but each LP wants its own phrasing. This automation maintains a searchable library of your DDQ responses, maps new questions to existing answers, flags gaps, and produces a structured first draft.

04IC Memo 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 drafts a structured IC memo from your firm’s template. The thesis is still yours.

05Portfolio Dashboard

Portfolio Company Monitoring

Multi-fund firms manage 15–30+ portfolio companies, each reporting in their own template, in their own cadence. This automation ingests monthly reporting packages, normalizes KPIs, flags variances and covenant breaches. One view across all holdings.

06Sourcing Brief

Deal Sourcing Intelligence

Brokers and networks still source the best deals. This catches the ones that surface publicly first — filings, leadership changes, M&A activity — and briefs your team before the banker email lands.

Two ways in. One discovery call.

Workflow Build4–8 Weeks

Ship one automation end-to-end.

We build one automation end-to-end (e.g. the CIM screening pipeline), shipped in your stack with a runbook hand-off.

Best forfirms with one obvious leak and no appetite for a 12-month rollout.

Office HoursAfter a Workflow Build

A standing line back to us.

Monthly check-ins, async iteration, runbook follow-up. A standing line back to us as the workflow evolves.

Best forfirms running their first shipped automation who want to compound it without losing institutional memory.

What PE buyers usually ask.

Q · 01How do you handle sensitive deal and fund data?+

We build on AI subscriptions your firm already holds — typically Claude for Enterprise or OpenAI’s enterprise platform — or help you set one up if you don’t have one yet. Your data stays inside your own account, governed by your provider agreement. For PE clients, we configure zero data retention by default — your inputs aren’t used for training, aren’t retained beyond the active session, and don’t leave your perimeter.

Q · 02Our deal data lives across Datasite, email, Excel, and shared drives. Can this still work?+

Yes. Our automations read exports and files in the formats your team already produces: PDFs from Datasite, Excel models, Word documents, emails. Most AI tools assume your data already lives in one system; we assume it doesn’t. The first step in any engagement is mapping where your inputs actually live and building ingestion around your real workflow.

Q · 03How accurate are the outputs?+

Every automation is human-in-the-loop. Outputs are structured first drafts that your deal team reviews, not final deliverables. For CIM screening, the tool extracts metrics and flags risks so your associates can verify each one. Your associates still make the call. We just stop them spending a Saturday assembling the inputs.

Q · 04How much customization is needed for our firm’s processes?+

Off-the-shelf tools force your workflow to fit theirs. We build the inverse. We work against your actual memo templates, report formats, fund structures, and internal standards. The first conversation is a discovery call where we scope your specific workflow: what inputs exist, what the output needs to look like, and what your review process is.

Q · 05What does a first engagement look like?+

A Workflow Build runs 4–8 weeks. The first conversation is a discovery call where we map one workflow end-to-end: inputs, outputs, review steps. Week 1 is scoping. Weeks 2–5 are build and iteration, with your team reviewing outputs at each stage. Weeks 6–8 are parallel testing alongside your existing process so you can compare results before cutover. You’ll need a point person — typically a deal team lead or VP of operations — and access to sample documents.

Q · 06What does a Workflow Build cost?+

Project-scoped, billed against the deliverables in the runbook. We adjust pricing by region. Specifics depend on scope and we cover them on the discovery call.

Q · 07What happens after the Workflow Build is delivered?+

Your team owns the runbook and runs the workflow. Many firms keep us on a light retainer through Office Hours — monthly check-ins, async iteration, runbook follow-up. Optional, post-Build only.

Q · 08Who owns the automation we build?+

You do. The runbook, prompts, configurations, and process documentation are yours at hand-off. We don’t license back; you don’t pay us to keep using what we built.

Q · 09What if it doesn’t hold without you?+

That’s the point of the Weeks 6–8 stabilization phase. If a workflow regresses after handoff, we come back to fix it under the original engagement scope. If something fundamental changes (new vendor, new regulation, new fund structure), that’s a separate engagement.