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Who We Serve

AI transformation for private equity investors

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

    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.

    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

    Many can describe the ideal agent experience for their workflow. Few have the expertise or time to build and maintain it.

    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

    Motivated individuals get real results with AI, but their ideas and prototypes rarely become tools the whole firm can use.

    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.

  • Where to start

    AI opportunity diagnostics

    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

  • Pre-investment

    Sourcing & diligence agents

    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

  • Post-close

    Monitoring & reporting agents

    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

  • Collective intelligence

    Knowledge base & connectors

    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

  • Value creation

    AI for portfolio companies

    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

  • After launch

    Managed agents & systems

    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. 1

    Choose a focus

    We identify where AI can deliver the most value, then scope a practical first project.

  2. 2

    Prove the value

    We deliver a working solution in weeks and measure its impact in your team’s daily workflow.

  3. 3

    Grow adoption

    We work with your team to refine the solution and make it a reliable part of everyday work.

  4. 4

    Scale what works

    Each successful use case builds momentum for the next, putting agents to work across your firm.

AI Field GuideQ3 2026

See where AI is delivering value

AI Field Guide for Private Markets cover

Explore the agent use cases leading investors are putting into practice, with real examples to help you identify opportunities for your firm.

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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.

  • Claude
  • ChatGPT
  • Gemini
  • Copilot
  • Glean

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.

Investor network
600+
Investor network

We've helped managers and limited partners solve complex technology challenges.

Years in market
40+
Years in market

Our team has spent decades inside private markets firms and the platforms they run on.

Years building AI agents
4+
Years building AI agents

Since 2023, our work has focused exclusively on building and deploying AI agents.

Related insights

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Other strategies we support

Private CreditOrigination, underwriting, covenant monitoring, and loan operationsVenture CapitalDeal sourcing, screening, portfolio monitoring, and founder supportReal EstateDeal screening, underwriting, asset management, and investor reportingFund of FundsManager 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.

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