Private Equity

AI for Private Equity

For private equity firms and portfolio companies. Find deals, keep follow-up moving, and simplify portfolio reporting.

How we help

Three examples of workflows we can build around your systems.

Collect companies from your approved sources. Add key facts and send a short list to your deal team.

ExampleA company brief is ready before the first call.

Turn call notes into CRM updates, tasks, and draft emails. Your team reviews each message before it goes out.

ExampleAfter a founder call, the next task and email draft are ready.

Pull figures from portfolio systems into one report. Flag missing data for review.

ExampleA monthly report is ready to check, with links to the source data.

Your team approves outreach and makes investment decisions. We build the workflows that support the work.

We map the work, build one agreed workflow, and connect it to your systems. Your team stays in control.

Diagnostic fee: Credited in full toward a Sprint that starts within 30 days.

Start with your deal team

Show us where deals or reporting slow down. See a working demo built around your team before you commit.