AI private equity
AI for private equity firms
Deal intel, diligence, and investor reporting that runs itself. 2x ROI in 90 days, or we work free.
Deal intel prep eats analyst days.
Six hours of pulling comps, news, and filings before every meeting. A system does it in minutes.
Investor reporting is a quarterly fire drill.
Senior people formatting LP updates instead of working the portfolio.
Diligence findings live in inboxes.
Every deal re-learns what the last one knew. Nothing compounds.
What we build for private equity firms
Deal intel briefings on demand.
One ask, one committee-ready brief. Minutes, not hours.
Due diligence document review.
First-pass summarization of data rooms and CIMs, findings in one place instead of forty inboxes.
LP and investor reporting.
Quarterly updates assembled from your systems. Partners review instead of write.
Portfolio company monitoring.
Metrics and risk signals from every portco, surfaced when they move.
Deal sourcing and origination outreach.
The outbound engine pointed at proprietary deal flow.
Knowledge brain for past deals.
Every diligence finding the firm has ever produced, searchable, so deals stop re-learning.
Proof
Private equity · A $13B private equity fund
Deal intel prep cut from 6 hours to 20 minutes
6h → 20mdeal intel prep
Read the case studyProfessional services · A national professional services firm
AI adoption from 23% to 85% across a national firm
23% → 85%active AI adoption
Read the case studyWe guarantee 2x ROI inside 90 days. Our average client sees 4.1x within 120. The floor is the promise; the average is what actually happens.
The numbers in private equity firms
89% of midsize businesses plan to put AI to work in 2026 (JPMorgan Chase, 2026).
JPMorgan Chase · 2026 · 1,469 business leaders, November 2025
95% of GenAI pilots show no measurable P&L return; the winners pick use cases by P&L impact, not novelty (MIT, 2025).
MIT NANDA · 2025 · 150 interviews, 350-employee survey, 300 deployments analyzed
Built around your rules
Confidentiality and NDAs
Deal data stays inside your accounts, access scoped per deal team, and nothing is used to train models.
Material non-public information
Built to respect information walls. Per-team access control keeps deal data from crossing teams, with audit logs on access.
LP confidentiality
Reporting agents work from your LPA's disclosure rules. A human approves every external document.
PIPEDA
Where personal information is involved, the build is designed around Canadian privacy law from the start.
Vendor posture
Our core vendors (Anthropic, Supabase, Vercel) publish SOC 2 reports on their trust pages. We design within that posture; we do not claim certifications we do not hold.
Deal data stays inside your accounts under no-training API terms, scoped per deal team with audit logs.
Tech choices for private equity firms
See the full capability mapClaude
Long-document synthesis over data rooms, filings and feeds.
Supabase RLS
Row-level security doing the deal-team scoping work.
Modal
Continuous feed ingestion on schedules, no servers.
Run your numbers.
Your operations
Savings use the low end of our 25-50% hours-reclaimed range. The math is conservative on purpose.
The math
Calculated at the low end of every range.
If this math doesn't come true within 90 days, we work for free.
The hard questions
Free · 3-5 days
Know your number in five days.
We map your operations, find the highest-ROI automations, and hand you a ranked plan with the payback math attached. Yours to keep, whoever builds it.
Prefer to talk first? Book 15 minutes with James. No pitch deck.