Custom AI workflows built specifically for private equity: deep integrations with the PitchBook stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
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.
For private equity analysts
For private equity analysts
For private equity analysts
For private equity analysts
For private equity analysts
For private equity analysts
The workflows above are starting points. Every private equity operation runs differently — we build what you actually need.
