Bringing AI integrations to private equity firms and the companies they own
Working with your deal team, not around it.
How an engagement runs
Four stages, in order. Each one has to hold up before the next one starts.
-
01
We learn your firm
We sit with the people doing the work — associates in the data room, the operating partners chasing portfolio numbers, whoever assembles the quarterly reporting. We come out knowing how your firm actually runs a deal, not how the process memo says it does.
-
02
We build a demo
We go away and build something working, from your own deal files and your own portfolio data. You see exactly what can come off an associate's desk before you commit to anything.
-
03
We automate
The demo becomes the real thing, built out and running on your systems, with your keys. Your data room, your portfolio numbers and your LP information never leave your firm.
-
04
We teach your people
Then we hand it over properly. Your team learns to run it, change it, and build their own — so the thing that outlasts us is what they know, not what we left behind.
Our software prepares. Your committee decides.
Nothing that commits capital, signs a letter or puts a number on a business moves without one of your people. The recommendation stays yours, and so does the judgement behind it.
What we take off your desks is the reading, the reconciling and the chasing. We are not in the business of picking your investments.
What this looks like in a fund
Different every time, but the work usually starts in the same few places.
Who we work with
Lower and middle-market funds, independent sponsors and family offices — running on DealCloud, Affinity, Intapp, or a shared drive and a spreadsheet that one person understands.
If your associates spend diligence reading PDFs and your operating partners spend month-end emailing portfolio companies for numbers, that is the work we take on.
Where it usually starts
CIMs and data rooms read and summarised against your own screening criteria. Diligence exhibits reconciled back to source. Portfolio KPIs pulled from your companies' own systems each month instead of chased by email. Quarterly LP reporting drafted from your numbers rather than retyped from them.
Give us a week inside your deal process.
Tell us how many deals you look at a year and what you run them on. We'll take it from there.