Custom AI automations designed for the daily challenges private equity analysts face. Stop doing manually what AI can handle.
AI pre-screens deals against the fund's thesis in PitchBook, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too.
AI ingests each document into PitchBook, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop.
AI reads the conditions, identifies what each condition needs, pulls it from PitchBook or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week.
AI tracks every renewal date in PitchBook, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive.
AI builds the submission from the broker's intake, routes to carrier APIs via PitchBook, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day.
These are just examples. If you're a private equity analyst with a repetitive process that's eating your time, we can probably automate it.
