# Dealstitch > Dealstitch industry experts and engineers help you deploy AI agents against critical work within your firm and across your portfolio. Complete homepage, About Us, and investment strategy content in Markdown. [Site index](https://www.dealstitch.ai/llms.txt) ## Homepage ### [The leading AI transformation partner in private markets](https://www.dealstitch.ai/#hero) AI agents for investors Dealstitch industry experts and engineers help you deploy AI agents against critical work within your firm and across your portfolio. [Get in touch](https://www.dealstitch.ai/request-call) [How we help investors](https://www.dealstitch.ai/#solutions) ### [AI agents that work shouldn't be hard](https://www.dealstitch.ai/#pain-points) You're pushing to deploy AI agents, but running into questionable pilots and skeptical stakeholders. You're not alone. We help investors deliver AI agents that drive real outcomes. #### 5% Of AI agents have delivered ROI MIT finds the gap isn't just the technology — it's pairing a sound approach with the best AI-native tools. **The path forward** The 5% that succeed share a pattern: a clear thesis on where AI fits, rigorous vendor selection, and an approach designed for adoption from day one. #### 50% Of these pilots stall before go-live Gartner finds poor data quality, growing costs, and unclear value stall most AI agent rollouts before go-live. **The path forward** Pilots stall without a clear view of what AI agents can do now, how AI-native tools fit into your tech stack, and if the effort drives real value to your team. #### 8% Of investors have deployed agents State Street finds most GPs and LPs are still planning or piloting AI — the window to lead is wide open. **The path forward** The firms pulling ahead know where AI agents can deliver today — and where they can't. That clarity, paired with hands-on execution, is the edge. ### [We're operators who understand your business](https://www.dealstitch.ai/#solutions) We're led by technologists who spent years building solutions for 600+ investors. We help you navigate an evolving landscape with a hands-on approach that drives real outcomes. #### AI strategy & use case reviews Identify agent use cases and quickly build roadmaps that align to your firm's competitive edge. #### AI agent development Deploy managed AI agents with systems and data capabilities tailored to your deal, ops, and reporting needs. #### Connectors & plugins Assess your stack for AI readiness, connect AI to your workflows, and improve data access across your firm. #### Technology evaluation & delivery Implement AI-native tools, agents, and systems with technical rigor, so they work in unison across your firm. #### Team adoption & upskilling Upskill your team with training tailored to how your firm operates, and drive adoption that actually sticks. #### LP readiness & DDQs Prepare responses during LP diligence on your AI journey that position you as forward-thinking. ### [Upskill your team as we deliver](https://www.dealstitch.ai/#teach-first) Hands-on training runs alongside implementation, using your workflows and data. Your team builds practical skills on the AI platforms and agents we deploy. #### Apply AI to your role Learn to direct agents with clear instructions, relevant context, and examples drawn from your team’s work. #### Evaluate AI outputs Check results against source documents, identify gaps or flawed assumptions, and recognize when further review is needed. #### Adapt and extend agents Learn to refine instructions, test changes against real examples, and apply agents to new tasks using the operating guides we provide. ### [See where AI is delivering value](https://www.dealstitch.ai/#field-guide) AI Field Guide (Q3 2026) Explore the agent use cases leading investors are putting into practice, with real examples to help you identify opportunities for your firm. [Get the free guide](https://www.dealstitch.ai/resources/ai-field-guide-for-private-markets) ### [You're in good company](https://www.dealstitch.ai/#experience) Our track record spans decades in private markets technology. We've worked with investors across all asset classes and each stage of the technology adoption curve. #### 600+ Investors We've helped fund managers and limited partners across private equity, private credit, real estate, venture, and growth equity solve complex technology challenges. #### 50+ Workstreams From deal intake, screening, and diligence to monitoring, reporting, investor relations, and fund accounting, we understand the full investment lifecycle. #### 40+ Years in market Our team includes founding partners and a global network of forward-deployed AI engineers, consultants, and delivery specialists on every engagement. ### [Frequently asked questions](https://www.dealstitch.ai/#faq) What to know about AI agents and working with Dealstitch. #### What is an AI agent? An AI agent is software that uses AI to work through a task, choosing the steps and tools needed to complete it. For example, an agent could review a deal package, pull relevant information from your systems, and draft an investment memo. We build agents around your firm’s workflows, data, and access controls. #### What does AI transformation actually mean? AI is changing how businesses operate and compete across industries. AI transformation is an ongoing commitment to turning those advances into value for your firm. We identify high-impact opportunities, deploy agents and AI-native tools, prepare your systems and data, and help your team adopt new workflows. We measure the results and expand on what works. #### Which asset classes and industries do you specialize in? Our team brings decades of experience in private markets technology. We support managers and allocators across private equity, growth equity, private credit, venture capital, and real estate. We also partner with value creation teams to drive AI transformation in portfolio companies across industries including business services, financial services, and technology. #### We already use Claude or ChatGPT. Is that enough? They can be enough for some tasks. We help you take them further by connecting your systems and data, configuring agents for your workflows, and putting access controls in place. We also train your team and manage the solutions as your needs evolve. #### How is Dealstitch different from a traditional development firm? Our role extends beyond building software. We bring private markets experience to decisions about where AI can create value, what to build or buy, and how to prepare your systems and data. We then deliver the solutions, support adoption, and manage them after launch, with success measured against your business goals. #### What does a typical engagement look like? Initial projects typically run four to 12 weeks, with a defined scope, fixed price, and agreed measures of success. We aim to move from signature to kickoff within a week, starting with discovery into your workflows, systems, and data. Further projects and ongoing support are scoped around your needs. #### What happens after launch? We monitor performance, resolve issues, and adapt agents as your systems and workflows evolve. We also provide documentation, operating guides, and training so your team can use and extend what we deliver. #### How can we trust AI agents with our data and systems? We agree with your team on what agents can access, what they can change, and which actions require approval. We test their behavior against real workflows and unexpected inputs before launch, then monitor performance and record activity so your team can trace what happened. #### How do you approach AI security, data protection, and compliance? We build security and governance into the design, deployment, and ongoing management of your agents. This includes access controls, activity logging, and clear policies for data handling, retention, and model training. We work with your security, IT, and compliance teams to apply those controls within your technology environment. ### [Put AI agents into action now](https://www.dealstitch.ai/#bottom-cta) Whether you're deploying agents, evaluating AI-native tools, or reassessing current technology, we help you identify use cases and deliver production solutions. [Get in touch](https://www.dealstitch.ai/request-call) ## About Us ### [Leadership team](https://www.dealstitch.ai/about-us#about-hero) About Us Dealstitch is an AI agency led by veteran private market technologists. We bring 40+ years of experience building solutions for 600+ investors. Since 2023, our work has focused exclusively on building and deploying AI agents across investor workstreams. #### Clay Willingham Partner & CEO Clay has spent more than a decade working with private equity and venture capital firms, and their limited partners, as they sort through complex technology decisions. Having helped build and bring investment-grade products to market at scale, and knowing the day-to-day realities inside fast-moving firms, he understands what it takes for new tools to earn adoption and drive real outcomes. [LinkedIn](https://www.linkedin.com/in/cwillingham/) #### Max Kashdan Partner & CTO Max has spent his career architecting the software and data infrastructure investors rely on every day. He has led engineering and product development for platforms used by hundreds of investors, turning complex requirements into fit-for-purpose solutions. That technical depth, paired with close collaboration with end users, shapes how he approaches every engagement. [LinkedIn](https://www.linkedin.com/in/max-kashdan/) #### Kevin Guy Advisor Kevin has spent more than two decades helping investors decide where and how work gets done. He has run the global data and services team that firms rely on, and advises on how teams are reshored, rebalanced, and upskilled as firms roll out AI agents. His strength is judgment under uncertainty: knowing which shifts to make now, which to stage, and which to leave alone. [LinkedIn](https://www.linkedin.com/in/kevin-guy/) ### [Our locations](https://www.dealstitch.ai/about-us#offices) - Denver, CO - New York, NY - Kyiv, Ukraine - Pune, India ### [Put AI agents into action now](https://www.dealstitch.ai/about-us#about-cta) Whether you're deploying agents, evaluating AI-native tools, or reassessing current technology, we help you identify use cases and deliver production solutions. [Get in touch](https://www.dealstitch.ai/request-call) ## Investment strategies ### [AI transformation for private equity investors](https://www.dealstitch.ai/who-we-serve/private-equity) Who We Serve We put AI agents to work and prepare your systems and data to support them across sourcing, diligence, portfolio monitoring, and value creation. #### Challenges putting AI to work Most firms aren’t starting from zero. The hard part is turning experiments and clear goals into capabilities the whole firm can use. ##### Agents are only as smart as your data **Where it stalls** Your use case is clear. The information it needs sits in business systems, data rooms, and shared drives that aren’t connected to Claude, ChatGPT, or Gemini. **What changes** We connect your systems with AI agents that understand your documents and data, while respecting your existing access controls. ##### The AI mandate outruns the team **Where it stalls** Many can describe the ideal agent experience for their workflow. Few have the expertise or time to build and maintain it. **What changes** Our engineers work alongside your deal, portfolio ops, finance, and IR teams to understand their workflows and build agents inside your environment. ##### The value doesn't scale **Where it stalls** Motivated individuals get real results with AI, but their ideas and prototypes rarely become tools the whole firm can use. **What changes** We turn your ideas or prototypes into production-grade solutions for teams across your firm, with the security and support you expect. #### How we help private equity investors We deliver AI across the investment lifecycle, from identifying high-value use cases to building and managing integrated solutions. Hands-on delivery, not slideware. ##### AI opportunity diagnostics Where to start We identify high-impact use cases across your firm, including deal screening, IC memo drafting, portfolio monitoring, and investor reporting. - Prioritized list of AI use cases - Effort, value, and feasibility assessment per use case - Build specification for your first agent ##### Sourcing & diligence agents Pre-investment Agents triage inbound deals, extract key terms from documents and data rooms, and prepare first-draft diligence summaries and investment analysis. - Data room summaries in your screening template - Metrics extracted and benchmarked per deal - Investment committee memos drafted in your style ##### Monitoring & reporting agents Post-close Agents prepare company financials for your monitoring system, flag performance changes, and draft investor reports from the data that system holds. - Normalized KPI dashboard across your portfolio - Investor reports drafted in your format and style - KPI threshold alerts for your deal team ##### Knowledge base & connectors Collective intelligence Years of memos, CRM data, and files from data rooms become one searchable corpus, making your firm’s knowledge accessible through your AI platform. - Searchable knowledge base of your documents and data - Connectors linking your systems to your AI platform - Automatic updates keep your knowledge base current ##### AI for portfolio companies Value creation We build and deploy agents within your portfolio companies, working with operating partners and management teams to improve revenue, margins, and operating efficiency. - Measured impact on EBITDA and operating KPIs - Tools deployed in the company’s tech stack - Handover of code, documentation, and access ##### Managed agents & systems After launch We manage your agents inside your environment, monitoring performance, resolving issues, and adapting them as your systems and workflows evolve. - Automated evaluations and tests on every change - A monthly usage, performance and cost report - Operating and troubleshooting guides #### How we work with you We do not start with firm-wide transformation programs. We help you pick one use case with a clear payoff, deliver it in weeks, and use that win to fund the next. ##### 1. Choose a focus We identify where AI can deliver the most value, then scope a practical first project. ##### 2. Prove the value We deliver a working solution in weeks and measure its impact in your team’s daily workflow. ##### 3. Grow adoption We work with your team to refine the solution and make it a reliable part of everyday work. ##### 4. Scale what works Each successful use case builds momentum for the next, putting agents to work across your firm. #### See where AI is delivering value AI Field Guide (Q3 2026) Explore the agent use cases leading investors are putting into practice, with real examples to help you identify opportunities for your firm. [Get the free guide](https://www.dealstitch.ai/resources/ai-field-guide-for-private-markets) #### Built-in security and governance AI agents designed the way your security, IT, and compliance teams expect them to be. ##### Auditability Every answer traces back to the source system, document, or data point it came from, so your team can prove it's right. ##### Least-privilege access Agents work under each user's own identity and permissions. They see only what that person is allowed to see. ##### Human in the lead Agents handle the repetitive work. Your team reviews the output and makes every call that matters. ##### Ongoing management We manage, monitor, and maintain every agent we ship, while your team learns to run them. #### Expertise across your tech stack We help you choose, implement, and connect the platforms your business needs, bringing new technology and existing systems together. ##### Enterprise AI - Claude (Anthropic) - ChatGPT (OpenAI) - Gemini (Google) - Copilot (Microsoft 365) - Glean ##### Data & analytics - Snowflake - Databricks - Supabase - Microsoft Fabric - Power BI - Sigma ##### Cloud - Azure - Google Cloud - AWS - Vercel ##### Identity & access - Microsoft Entra - Google Workspace - Okta - SailPoint - Ping Identity ##### Industry solutions - Deal flow & CRM - Data rooms - Portfolio monitoring - Valuations - Fund accounting - Investor portals #### Fluent in private markets Our founding partners work alongside forward-deployed experts and engineers, bringing decades of experience in private markets technology to every engagement. ##### 600+ Investor network We've helped managers and limited partners solve complex technology challenges. ##### 40+ Years in market Our team has spent decades inside private markets firms and the platforms they run on. ##### 4+ Years building AI agents Since 2023, our work has focused exclusively on building and deploying AI agents. #### Related insights - [Rethinking the 3-Year Term](https://www.dealstitch.ai/post/2026/03/rethinking-the-three-year-term): AI is rewriting private markets tech faster than 3-year contract cycles. Here's why GPs shouldn't lock into long initial terms right now. - [Why We Started Dealstitch](https://www.dealstitch.ai/post/2026/02/welcome-to-dealstitch): Our view on AI in private markets, and why we launched Dealstitch to help firms navigate it. [View all insights](https://www.dealstitch.ai/insights) #### Other strategies we support - [Private Credit](https://www.dealstitch.ai/who-we-serve/private-credit): Origination, underwriting, covenant monitoring, and loan operations - [Venture Capital](https://www.dealstitch.ai/who-we-serve/venture-capital): Deal sourcing, screening, portfolio monitoring, and founder support - [Real Estate](https://www.dealstitch.ai/who-we-serve/real-estate): Deal screening, underwriting, asset management, and investor reporting - [Fund of Funds](https://www.dealstitch.ai/who-we-serve/fund-of-funds): Manager diligence, fund monitoring, exposure analysis, and commitment pacing #### Put AI agents into action now Whether you're deploying agents, evaluating AI-native tools, or reassessing current technology, we help you identify use cases and deliver production solutions. [Get in touch](https://www.dealstitch.ai/request-call) ### [AI transformation for private credit managers](https://www.dealstitch.ai/who-we-serve/private-credit) Who We Serve We put AI agents to work and prepare your systems and data to support them across origination, underwriting, covenant monitoring, and loan operations. #### Challenges putting AI to work Most firms aren’t starting from zero. The hard part is turning experiments and clear goals into capabilities the whole firm can use. ##### Agents are only as smart as your data **Where it stalls** Your use case is clear. The information it needs sits in borrower financials, credit agreements, and loan systems that aren’t connected to Claude, ChatGPT, or Gemini. **What changes** We connect your systems with AI agents that understand your documents and data, while respecting your existing access controls. ##### The AI mandate outruns the team **Where it stalls** Many can describe the ideal agent experience for their workflow. Few have the expertise or time to build and maintain it. **What changes** Our engineers work alongside your investment, loan ops, finance, and IR teams to understand their workflows and build agents inside your environment. ##### The value doesn't scale **Where it stalls** Motivated individuals get real results with AI, but their ideas and prototypes rarely become tools the whole firm can use. **What changes** We turn your ideas or prototypes into production-grade solutions for teams across your firm, with the security and support you expect. #### How we help private credit managers We deliver AI across the credit lifecycle, from identifying high-value use cases to building and managing integrated solutions. Hands-on delivery, not slideware. ##### AI opportunity diagnostics Where to start We identify high-impact use cases across your firm, including credit underwriting, covenant monitoring, loan reconciliation, and investor reporting. - Prioritized list of AI use cases - Effort, value, and feasibility assessment per use case - Build specification for your first agent ##### Origination & underwriting agents Pre-investment Agents screen opportunities against your lending criteria, extract and spread borrower financials into your templates, and populate your underwriting models. - Screening summaries identify risks and missing information - Borrower financials spread into your template - Underwriting models populated with borrower data ##### Covenant monitoring agents Post-close Agents prepare borrower reports for your monitoring system, check covenant headroom, and flag exceptions against credit agreement terms. - Covenant headroom reports across your portfolio - Covenant compliance reports for each borrower - Covenant breach and early-warning alerts ##### Knowledge base & connectors Collective intelligence Loan files, executed agreements, and years of borrower reporting become one searchable corpus, making your firm’s knowledge accessible through your AI platform. - Searchable knowledge base of your documents and data - Connectors linking your systems to your AI platform - Precedent library of clauses from across every loan ##### Loan operations agents Operational oversight Agents work alongside your loan administration system to check positions, rates, and accruals, flag exceptions, and track actions and deadlines from loan notices. - Exception queue prioritized by impact and urgency - Rate and accrual anomaly report - Action list with deadlines for elections, consents, and fees ##### Managed agents & systems After launch We manage your agents inside your environment, monitoring performance, resolving issues, and adapting them as your systems and workflows evolve. - Automated evaluations and tests on every change - A monthly usage, performance and cost report - Operating and troubleshooting guides #### How we work with you We do not start with firm-wide transformation programs. We help you pick one use case with a clear payoff, deliver it in weeks, and use that win to fund the next. ##### 1. Choose a focus We identify where AI can deliver the most value, then scope a practical first project. ##### 2. Prove the value We deliver a working solution in weeks and measure its impact in your team’s daily workflow. ##### 3. Grow adoption We work with your team to refine the solution and make it a reliable part of everyday work. ##### 4. Scale what works Each successful use case builds momentum for the next, putting agents to work across your firm. #### See where AI is delivering value AI Field Guide (Q3 2026) Explore the agent use cases leading investors are putting into practice, with real examples to help you identify opportunities for your firm. [Get the free guide](https://www.dealstitch.ai/resources/ai-field-guide-for-private-markets) #### Built-in security and governance AI agents designed the way your security, IT, and compliance teams expect them to be. ##### Auditability Every answer traces back to the source system, document, or data point it came from, so your team can prove it's right. ##### Least-privilege access Agents work under each user's own identity and permissions. They see only what that person is allowed to see. ##### Human in the lead Agents handle the repetitive work. Your team reviews the output and makes every call that matters. ##### Ongoing management We manage, monitor, and maintain every agent we ship, while your team learns to run them. #### Expertise across your tech stack We help you choose, implement, and connect the platforms your business needs, bringing new technology and existing systems together. ##### Enterprise AI - Claude (Anthropic) - ChatGPT (OpenAI) - Gemini (Google) - Copilot (Microsoft 365) - Glean ##### Data & analytics - Snowflake - Databricks - Supabase - Microsoft Fabric - Power BI - Sigma ##### Cloud - Azure - Google Cloud - AWS - Vercel ##### Identity & access - Microsoft Entra - Google Workspace - Okta - SailPoint - Ping Identity ##### Industry solutions - Deal flow & CRM - Data rooms - Portfolio monitoring - Valuations - Fund accounting - Investor portals #### Fluent in private markets Our founding partners work alongside forward-deployed experts and engineers, bringing decades of experience in private markets technology to every engagement. ##### 600+ Investor network We've helped managers and limited partners solve complex technology challenges. ##### 40+ Years in market Our team has spent decades inside private markets firms and the platforms they run on. ##### 4+ Years building AI agents Since 2023, our work has focused exclusively on building and deploying AI agents. #### Related insights - [Rethinking the 3-Year Term](https://www.dealstitch.ai/post/2026/03/rethinking-the-three-year-term): AI is rewriting private markets tech faster than 3-year contract cycles. Here's why GPs shouldn't lock into long initial terms right now. - [Why We Started Dealstitch](https://www.dealstitch.ai/post/2026/02/welcome-to-dealstitch): Our view on AI in private markets, and why we launched Dealstitch to help firms navigate it. [View all insights](https://www.dealstitch.ai/insights) #### Other strategies we support - [Private Equity & Growth](https://www.dealstitch.ai/who-we-serve/private-equity): Deal sourcing, diligence, portfolio monitoring, and value creation - [Venture Capital](https://www.dealstitch.ai/who-we-serve/venture-capital): Deal sourcing, screening, portfolio monitoring, and founder support - [Real Estate](https://www.dealstitch.ai/who-we-serve/real-estate): Deal screening, underwriting, asset management, and investor reporting - [Fund of Funds](https://www.dealstitch.ai/who-we-serve/fund-of-funds): Manager diligence, fund monitoring, exposure analysis, and commitment pacing #### Put AI agents into action now Whether you're deploying agents, evaluating AI-native tools, or reassessing current technology, we help you identify use cases and deliver production solutions. [Get in touch](https://www.dealstitch.ai/request-call) ### [AI transformation for venture capital investors](https://www.dealstitch.ai/who-we-serve/venture-capital) Who We Serve We put AI agents to work and prepare your systems and data to support them across deal sourcing, screening, portfolio monitoring, and founder support. #### Challenges putting AI to work Most firms aren’t starting from zero. The hard part is turning experiments and clear goals into capabilities the whole firm can use. ##### Agents are only as smart as your data **Where it stalls** Your use case is clear. The information it needs sits in pitch decks, founder updates, and investment records that aren’t connected to Claude, ChatGPT, or Gemini. **What changes** We connect your systems with AI agents that understand your documents and data, while respecting your existing access controls. ##### The AI mandate outruns the team **Where it stalls** Many can describe the ideal agent experience for their workflow. Few have the expertise or time to build and maintain it. **What changes** Our engineers work alongside your investment, platform, finance, and IR teams to understand their workflows and build agents inside your environment. ##### The value doesn't scale **Where it stalls** Motivated individuals get real results with AI, but their ideas and prototypes rarely become tools the whole firm can use. **What changes** We turn your ideas or prototypes into production-grade solutions for teams across your firm, with the security and support you expect. #### How we help venture capital investors We deliver AI across the investment lifecycle, from identifying high-value use cases to building and managing integrated solutions. Hands-on delivery, not slideware. ##### AI opportunity diagnostics Where to start We identify high-impact use cases across your firm, including deal screening, market research, portfolio monitoring, and founder support. - Prioritized list of AI use cases - Effort, value, and feasibility assessment per use case - Build specification for your first agent ##### Sourcing & screening agents Pre-investment Agents identify companies aligned with your investment thesis, research founders and markets, and screen opportunities against your criteria. - Pitch deck assessments against your investment criteria - Founder and market research briefs - Market maps highlighting companies and segments ##### Monitoring & reporting agents Post-investment Agents structure founder updates for your monitoring system, track ownership changes, and draft quarterly investor letters from your portfolio data. - Structured metrics table from founder updates - Ownership and dilution updates for your equity system - Investor letters and reports drafted in your format and style ##### Knowledge base & connectors Collective intelligence Years of memos, relationship data, and partner notes become one searchable corpus, making your firm’s knowledge accessible through your AI platform. - Searchable knowledge base of your documents and data - Connectors linking your systems to your AI platform - Relationship briefs with past interactions and shared connections ##### Founder support agents Portfolio support Agents give founders access to your playbooks, introduction paths, and portfolio benchmarks, while routing support requests to the right people at your firm. - Prioritized founder support requests with follow-up actions - Introduction paths through your firm’s network - Operating benchmarks from your portfolio companies ##### Managed agents & systems After launch We manage your agents inside your environment, monitoring performance, resolving issues, and adapting them as your systems and workflows evolve. - Automated evaluations and tests on every change - A monthly usage, performance and cost report - Operating and troubleshooting guides #### How we work with you We do not start with firm-wide transformation programs. We help you pick one use case with a clear payoff, deliver it in weeks, and use that win to fund the next. ##### 1. Choose a focus We identify where AI can deliver the most value, then scope a practical first project. ##### 2. Prove the value We deliver a working solution in weeks and measure its impact in your team’s daily workflow. ##### 3. Grow adoption We work with your team to refine the solution and make it a reliable part of everyday work. ##### 4. Scale what works Each successful use case builds momentum for the next, putting agents to work across your firm. #### See where AI is delivering value AI Field Guide (Q3 2026) Explore the agent use cases leading investors are putting into practice, with real examples to help you identify opportunities for your firm. [Get the free guide](https://www.dealstitch.ai/resources/ai-field-guide-for-private-markets) #### Built-in security and governance AI agents designed the way your security, IT, and compliance teams expect them to be. ##### Auditability Every answer traces back to the source system, document, or data point it came from, so your team can prove it's right. ##### Least-privilege access Agents work under each user's own identity and permissions. They see only what that person is allowed to see. ##### Human in the lead Agents handle the repetitive work. Your team reviews the output and makes every call that matters. ##### Ongoing management We manage, monitor, and maintain every agent we ship, while your team learns to run them. #### Expertise across your tech stack We help you choose, implement, and connect the platforms your business needs, bringing new technology and existing systems together. ##### Enterprise AI - Claude (Anthropic) - ChatGPT (OpenAI) - Gemini (Google) - Copilot (Microsoft 365) - Glean ##### Data & analytics - Snowflake - Databricks - Supabase - Microsoft Fabric - Power BI - Sigma ##### Cloud - Azure - Google Cloud - AWS - Vercel ##### Identity & access - Microsoft Entra - Google Workspace - Okta - SailPoint - Ping Identity ##### Industry solutions - Deal flow & CRM - Data rooms - Portfolio monitoring - Valuations - Fund accounting - Investor portals #### Fluent in private markets Our founding partners work alongside forward-deployed experts and engineers, bringing decades of experience in private markets technology to every engagement. ##### 600+ Investor network We've helped managers and limited partners solve complex technology challenges. ##### 40+ Years in market Our team has spent decades inside private markets firms and the platforms they run on. ##### 4+ Years building AI agents Since 2023, our work has focused exclusively on building and deploying AI agents. #### Related insights - [Rethinking the 3-Year Term](https://www.dealstitch.ai/post/2026/03/rethinking-the-three-year-term): AI is rewriting private markets tech faster than 3-year contract cycles. Here's why GPs shouldn't lock into long initial terms right now. - [Why We Started Dealstitch](https://www.dealstitch.ai/post/2026/02/welcome-to-dealstitch): Our view on AI in private markets, and why we launched Dealstitch to help firms navigate it. [View all insights](https://www.dealstitch.ai/insights) #### Other strategies we support - [Private Equity & Growth](https://www.dealstitch.ai/who-we-serve/private-equity): Deal sourcing, diligence, portfolio monitoring, and value creation - [Private Credit](https://www.dealstitch.ai/who-we-serve/private-credit): Origination, underwriting, covenant monitoring, and loan operations - [Real Estate](https://www.dealstitch.ai/who-we-serve/real-estate): Deal screening, underwriting, asset management, and investor reporting - [Fund of Funds](https://www.dealstitch.ai/who-we-serve/fund-of-funds): Manager diligence, fund monitoring, exposure analysis, and commitment pacing #### Put AI agents into action now Whether you're deploying agents, evaluating AI-native tools, or reassessing current technology, we help you identify use cases and deliver production solutions. [Get in touch](https://www.dealstitch.ai/request-call) ### [AI transformation for real estate investors](https://www.dealstitch.ai/who-we-serve/real-estate) Who We Serve We put AI agents to work and prepare your systems and data to support them across deal screening, underwriting, asset management, and investor reporting. #### Challenges putting AI to work Most firms aren’t starting from zero. The hard part is turning experiments and clear goals into capabilities the whole firm can use. ##### Agents are only as smart as your data **Where it stalls** Your use case is clear. The information it needs sits in rent rolls, leases, and property reports that aren’t connected to Claude, ChatGPT, or Gemini. **What changes** We connect your systems with AI agents that understand your documents and data, while respecting your existing access controls. ##### The AI mandate outruns the team **Where it stalls** Many can describe the ideal agent experience for their workflow. Few have the expertise or time to build and maintain it. **What changes** Our engineers work alongside your acquisitions, asset management, finance, and IR teams to understand their workflows and build agents inside your environment. ##### The value doesn't scale **Where it stalls** Motivated individuals get real results with AI, but their ideas and prototypes rarely become tools the whole firm can use. **What changes** We turn your ideas or prototypes into production-grade solutions for teams across your firm, with the security and support you expect. #### How we help real estate investors We deliver AI across the investment lifecycle, from identifying high-value use cases to building and managing integrated solutions. Hands-on delivery, not slideware. ##### AI opportunity diagnostics Where to start We identify high-impact use cases across your firm, including underwriting, lease analysis, budget monitoring, and investor reporting. - Prioritized list of AI use cases - Effort, value, and feasibility assessment per use case - Build specification for your first agent ##### Screening & underwriting agents Pre-investment Agents use property documents, including rent rolls, T-12s, and offering memoranda, to populate your underwriting models and compare seller assumptions with yours. - Underwriting models populated with property data - Deal screening summaries based on your investment criteria - Sales and rental comparables for each deal ##### Property performance agents Post-close Agents use your property management system to compare actuals against budget, flag material variances, and draft investor reports in your format and style. - A monthly budget-variance report per property - Budget variance alerts on selected line items - Draft investor reports and distribution notices ##### Knowledge base & connectors Collective intelligence Leases, appraisals, loan documents, and property files become one searchable corpus, making your firm’s knowledge accessible through your AI platform. - An indexed knowledge base unique to your property history - Connectors linking your systems to your AI platform - Automatic updates keep your knowledge base current ##### Portfolio analysis agents Portfolio oversight Agents combine data from your property management systems to answer portfolio-wide questions about lease rollover exposure and NOI concentration. - Lease expiration schedule across your portfolio - Tenant and NOI concentration alerts - Property financials mapped to a common chart of accounts ##### Managed agents & systems After launch We manage your agents inside your environment, monitoring performance, resolving issues, and adapting them as your systems and workflows evolve. - Automated evaluations and tests on every change - A monthly usage, performance and cost report - Operating and troubleshooting guides #### How we work with you We do not start with firm-wide transformation programs. We help you pick one use case with a clear payoff, deliver it in weeks, and use that win to fund the next. ##### 1. Choose a focus We identify where AI can deliver the most value, then scope a practical first project. ##### 2. Prove the value We deliver a working solution in weeks and measure its impact in your team’s daily workflow. ##### 3. Grow adoption We work with your team to refine the solution and make it a reliable part of everyday work. ##### 4. Scale what works Each successful use case builds momentum for the next, putting agents to work across your firm. #### See where AI is delivering value AI Field Guide (Q3 2026) Explore the agent use cases leading investors are putting into practice, with real examples to help you identify opportunities for your firm. [Get the free guide](https://www.dealstitch.ai/resources/ai-field-guide-for-private-markets) #### Built-in security and governance AI agents designed the way your security, IT, and compliance teams expect them to be. ##### Auditability Every answer traces back to the source system, document, or data point it came from, so your team can prove it's right. ##### Least-privilege access Agents work under each user's own identity and permissions. They see only what that person is allowed to see. ##### Human in the lead Agents handle the repetitive work. Your team reviews the output and makes every call that matters. ##### Ongoing management We manage, monitor, and maintain every agent we ship, while your team learns to run them. #### Expertise across your tech stack We help you choose, implement, and connect the platforms your business needs, bringing new technology and existing systems together. ##### Enterprise AI - Claude (Anthropic) - ChatGPT (OpenAI) - Gemini (Google) - Copilot (Microsoft 365) - Glean ##### Data & analytics - Snowflake - Databricks - Supabase - Microsoft Fabric - Power BI - Sigma ##### Cloud - Azure - Google Cloud - AWS - Vercel ##### Identity & access - Microsoft Entra - Google Workspace - Okta - SailPoint - Ping Identity ##### Industry solutions - Deal flow & CRM - Data rooms - Portfolio monitoring - Valuations - Fund accounting - Investor portals #### Fluent in private markets Our founding partners work alongside forward-deployed experts and engineers, bringing decades of experience in private markets technology to every engagement. ##### 600+ Investor network We've helped managers and limited partners solve complex technology challenges. ##### 40+ Years in market Our team has spent decades inside private markets firms and the platforms they run on. ##### 4+ Years building AI agents Since 2023, our work has focused exclusively on building and deploying AI agents. #### Related insights - [Rethinking the 3-Year Term](https://www.dealstitch.ai/post/2026/03/rethinking-the-three-year-term): AI is rewriting private markets tech faster than 3-year contract cycles. Here's why GPs shouldn't lock into long initial terms right now. - [Why We Started Dealstitch](https://www.dealstitch.ai/post/2026/02/welcome-to-dealstitch): Our view on AI in private markets, and why we launched Dealstitch to help firms navigate it. [View all insights](https://www.dealstitch.ai/insights) #### Other strategies we support - [Private Equity & Growth](https://www.dealstitch.ai/who-we-serve/private-equity): Deal sourcing, diligence, portfolio monitoring, and value creation - [Private Credit](https://www.dealstitch.ai/who-we-serve/private-credit): Origination, underwriting, covenant monitoring, and loan operations - [Venture Capital](https://www.dealstitch.ai/who-we-serve/venture-capital): Deal sourcing, screening, portfolio monitoring, and founder support - [Fund of Funds](https://www.dealstitch.ai/who-we-serve/fund-of-funds): Manager diligence, fund monitoring, exposure analysis, and commitment pacing #### Put AI agents into action now Whether you're deploying agents, evaluating AI-native tools, or reassessing current technology, we help you identify use cases and deliver production solutions. [Get in touch](https://www.dealstitch.ai/request-call) ### [AI transformation for capital allocators](https://www.dealstitch.ai/who-we-serve/fund-of-funds) Who We Serve We put AI agents to work and prepare your systems and data to support them across manager diligence, fund monitoring, and look-through analysis. #### Challenges putting AI to work Most firms aren’t starting from zero. The hard part is turning experiments and clear goals into capabilities the whole firm can use. ##### Agents are only as smart as your data **Where it stalls** Your use case is clear. The information it needs sits in manager reports, fund documents, and capital account statements that aren’t connected to Claude, ChatGPT, or Gemini. **What changes** We connect your systems with AI agents that understand your documents and data, while respecting your existing access controls. ##### The AI mandate outruns the team **Where it stalls** Many can describe the ideal agent experience for their workflow. Few have the expertise or time to build and maintain it. **What changes** Our engineers work alongside your investment, research, and operations teams to understand their workflows and build agents inside your environment. ##### The value doesn't scale **Where it stalls** Motivated individuals get real results with AI, but their ideas and prototypes rarely become tools the whole firm can use. **What changes** We turn your ideas or prototypes into production-grade solutions for teams across your firm, with the security and support you expect. #### How we help capital allocators We deliver AI across the investment lifecycle, from identifying high-value use cases to building and managing integrated solutions. Hands-on delivery, not slideware. ##### AI opportunity diagnostics Where to start We identify high-impact use cases across your firm, including manager diligence, fund monitoring, capital call processing, and exposure analysis. - Prioritized list of AI use cases - Effort, value, and feasibility assessment per use case - Build specification for your first agent ##### Manager diligence agents Pre-commitment Agents analyze PPMs, DDQs, and manager track records to compare performance, identify information gaps, and prepare questions for your investment team. - Diligence summaries mapped to your checklist - Manager track records standardized for comparison - Manager background and reference summaries ##### Fund performance agents Post-commitment Agents prepare manager performance data for your monitoring system, reconcile capital account data, and draft quarterly reports from your portfolio records. - Normalized quarterly fund performance data across managers - Capital account data reconciled with manager statements - Quarterly reports drafted in your format and style ##### Knowledge base & connectors Collective intelligence Manager files, side letters, LPAs, and years of quarterly reports become one searchable corpus, making your firm’s knowledge accessible through your AI platform. - An indexed knowledge base unique to your portfolio history - Connectors linking your systems to your AI platform - An obligations register of the terms you negotiated ##### Exposure & pacing agents Portfolio construction Agents use your monitoring data to consolidate underlying holdings across funds, track portfolio concentration, and build a commitment pacing model. - Look-through holdings consolidated across funds - Concentration alerts based on your exposure limits - Commitment pacing model with scenario analysis ##### Managed agents & systems After launch We manage your agents inside your environment, monitoring performance, resolving issues, and adapting them as your systems and workflows evolve. - Automated evaluations and tests on every change - A monthly usage, performance and cost report - Operating and troubleshooting guides #### How we work with you We do not start with firm-wide transformation programs. We help you pick one use case with a clear payoff, deliver it in weeks, and use that win to fund the next. ##### 1. Choose a focus We identify where AI can deliver the most value, then scope a practical first project. ##### 2. Prove the value We deliver a working solution in weeks and measure its impact in your team’s daily workflow. ##### 3. Grow adoption We work with your team to refine the solution and make it a reliable part of everyday work. ##### 4. Scale what works Each successful use case builds momentum for the next, putting agents to work across your firm. #### See where AI is delivering value AI Field Guide (Q3 2026) Explore the agent use cases leading investors are putting into practice, with real examples to help you identify opportunities for your firm. [Get the free guide](https://www.dealstitch.ai/resources/ai-field-guide-for-private-markets) #### Built-in security and governance AI agents designed the way your security, IT, and compliance teams expect them to be. ##### Auditability Every answer traces back to the source system, document, or data point it came from, so your team can prove it's right. ##### Least-privilege access Agents work under each user's own identity and permissions. They see only what that person is allowed to see. ##### Human in the lead Agents handle the repetitive work. Your team reviews the output and makes every call that matters. ##### Ongoing management We manage, monitor, and maintain every agent we ship, while your team learns to run them. #### Expertise across your tech stack We help you choose, implement, and connect the platforms your business needs, bringing new technology and existing systems together. ##### Enterprise AI - Claude (Anthropic) - ChatGPT (OpenAI) - Gemini (Google) - Copilot (Microsoft 365) - Glean ##### Data & analytics - Snowflake - Databricks - Supabase - Microsoft Fabric - Power BI - Sigma ##### Cloud - Azure - Google Cloud - AWS - Vercel ##### Identity & access - Microsoft Entra - Google Workspace - Okta - SailPoint - Ping Identity ##### Industry solutions - Deal flow & CRM - Data rooms - Portfolio monitoring - Valuations - Fund accounting - Investor portals #### Fluent in private markets Our founding partners work alongside forward-deployed experts and engineers, bringing decades of experience in private markets technology to every engagement. ##### 600+ Investor network We've helped managers and limited partners solve complex technology challenges. ##### 40+ Years in market Our team has spent decades inside private markets firms and the platforms they run on. ##### 4+ Years building AI agents Since 2023, our work has focused exclusively on building and deploying AI agents. #### Related insights - [Rethinking the 3-Year Term](https://www.dealstitch.ai/post/2026/03/rethinking-the-three-year-term): AI is rewriting private markets tech faster than 3-year contract cycles. Here's why GPs shouldn't lock into long initial terms right now. - [Why We Started Dealstitch](https://www.dealstitch.ai/post/2026/02/welcome-to-dealstitch): Our view on AI in private markets, and why we launched Dealstitch to help firms navigate it. [View all insights](https://www.dealstitch.ai/insights) #### Other strategies we support - [Private Equity & Growth](https://www.dealstitch.ai/who-we-serve/private-equity): Deal sourcing, diligence, portfolio monitoring, and value creation - [Private Credit](https://www.dealstitch.ai/who-we-serve/private-credit): Origination, underwriting, covenant monitoring, and loan operations - [Venture Capital](https://www.dealstitch.ai/who-we-serve/venture-capital): Deal sourcing, screening, portfolio monitoring, and founder support - [Real Estate](https://www.dealstitch.ai/who-we-serve/real-estate): Deal screening, underwriting, asset management, and investor reporting #### Put AI agents into action now Whether you're deploying agents, evaluating AI-native tools, or reassessing current technology, we help you identify use cases and deliver production solutions. [Get in touch](https://www.dealstitch.ai/request-call)