22 workflow automations purpose-built on top of PitchBook — no data leaves your system, no parallel tool for your team to learn.
AI pipes KPIs from Datasite and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and Datasite activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the engagement letter, generates a tailored document-request list for the client's Transaction Advisory profile, chases missing items across email and Datasite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI monitors Datasite and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI reconciles each line of the return against source docs in Datasite and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in Datasite, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI matches bank and card feeds to Datasite entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Transaction Advisory patterns, routes approvals, and sends payment files to Datasite — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in PitchBook, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from PitchBook, DealCloud, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Affinity, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Affinity, DealCloud, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI drafts firm-level commentary and personalizes per-client paragraphs from Affinity data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
AI ingests each document into Affinity, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
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