AI-powered due diligence. CIM analysis, and deal memo automation for PE firms that want to move faster without adding headcount.
Every deal starts the same way: analysts buried in a data room, manually reviewing hundreds of documents, building models from scratch, and pulling all-nighters to hit IC deadlines.
Meanwhile, your competitors are using AI to compress weeks of work into days. Not because the AI is smarter, but because their teams actually know how to use it.
The irony? Your firm probably already pays for Claude. ChatGPT, or both. But without proper training, it sits unused while your analysts grind through documents the old way.
Practical AI workflows that actually get used, not theoretical capabilities
Train analysts to upload entire data rooms and get instant summaries of key documents, flagged risks, and missing items, in minutes, not days.
Automatically extract management projections, identify key assumptions, and generate questions for management meetings from any CIM.
Generate first drafts of IC memos with AI that knows your firm's format, pulling from data room docs and your previous memos.
Speed up comparable company and transaction analysis by having AI scan filings and extract relevant metrics automatically.
Auto-generate customized DD checklists based on industry, deal type, and your firm's historical requirements.
Set up AI workflows to monitor portfolio company news, filings, and key metrics, summarized and delivered to your inbox.
Conservative estimates based on middle-market PE fund operations
This doesn't include the value of faster deal execution, better deal selection from reviewing more opportunities, or reduced burnout and turnover.
From AI skeptic to AI-powered team in 30 days
Free 30-minute call. We review your current deal process and identify the 2-3 highest-ROI automation opportunities specific to your fund.
We demonstrate AI workflows using YOUR documents (with NDA in place). You see exactly how it works on a real CIM or data room, not a canned demo.
Hands-on training sessions where your analysts and associates learn by doing. We cover prompting, workflow setup, and integration with your existing tools.
30-day follow-up period where we troubleshoot issues, refine workflows, and ensure adoption sticks. We don't leave until your team is self-sufficient.
Book a free 30-minute AI Workflow Audit. We'll show you exactly how AI can accelerate your due diligence process.
Book Your Free Audit