Private Equity
Private Equity
Private Equity
AI agents that speed up diligence, memos, and models
Private equity is two jobs: decide well, then execute fast. Your AI should support both.
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FEATURED USE CASES
Deal Sourcing
Continuously scans signals: hiring, product changes, pricing pages, traffic, filings, exec churn
Continuously scans signals: hiring, product changes, pricing pages, traffic, filings, exec churn
Screens targets against your thesis and flags companies entering a sellable state
Screens targets against your thesis and flags companies entering a sellable state
Drafts a short IC-style rationale for why now, with sources; builds outreach plan
Drafts a short IC-style rationale for why now, with sources; builds outreach plan
More high-quality looks per week, less manual research
More high-quality looks per week, less manual research
Diligence
Ingests the data room and indexes documents by theme and risk
Ingests the data room and indexes documents by theme and risk
Extracts key terms from customer, supplier, and lease contracts
Extracts key terms from customer, supplier, and lease contracts
Produces issue-focused diligence packs for partners
Produces issue-focused diligence packs for partners
Faster diligence cycles, fewer late surprises
Faster diligence cycles, fewer late surprises
Memo & Model Drafting
Pulls raw data, highlights key drivers and acts as a model-building co-pilot
Pulls raw data, highlights key drivers and acts as a model-building co-pilot
Drafts IC memos with a clear argument, assumptions, and sensitivities
Drafts IC memos with a clear argument, assumptions, and sensitivities
Maintains a versioned question list and tracks open items to closure
Maintains a versioned question list and tracks open items to closure
Higher quality memos and models, less admin work
Higher quality memos and models, less admin work
Post-close Planning
Turns the investment thesis into a Day 0, Day 30, and Day 100 plan
Turns the investment thesis into a Day 0, Day 30, and Day 100 plan
Builds KPI scorecards, owners, risk trackers, dependency mapping, and weekly check-ins
Builds KPI scorecards, owners, risk trackers, dependency mapping, and weekly check-ins
Drafts board updates and internal status notes
Drafts board updates and internal status notes
Faster post-close ramp, fewer dropped balls
Faster post-close ramp, fewer dropped balls
Revenue Assurance
Finds missed billing, leakage, and discount drift (service and software businesses)
Finds missed billing, leakage, and discount drift (service and software businesses)
Finds pricing leakage, margin pockets, and unprofitable SKUs (product businesses)
Finds pricing leakage, margin pockets, and unprofitable SKUs (product businesses)
Identifies commission leakage and cross-sell misses (distribution businesses)
Identifies commission leakage and cross-sell misses (distribution businesses)
More EBITDA without a big project
More EBITDA without a big project
READY TO START?
Let's build something that truly delivers results
SPEAK TO US
Start with a free AI diagnostic and opportunity mapping session
READY TO START?
Let's build something that truly delivers results
SPEAK TO US
Start with a free AI diagnostic and opportunity mapping session
READY TO START?
Let's build something that truly delivers results
SPEAK TO US
Start with a free AI diagnostic and opportunity mapping session