Sector
AI for the deal team and the portfolio — sourcing, diligence acceleration, and value-creation pods that ship inside the holding period.
Use Cases
- Deal sourcing and thematic screening across CIMs, pitchbooks, and unstructured market data via RAG over a proprietary knowledge graph.
- Diligence acceleration — contract review, customer-call synthesis, market-map generation in a 3–4 week window.
- Portfolio value creation via shared AI pods (pricing, procurement, GTM copilots, back-office automation) deployable across portcos.
Deal Team to Portfolio
The next decile of PE returns will not come from cheaper debt. It will come from the GP that can underwrite a deal in ten days and stand up an AI operating pod in a portco the week after close.
Where we work
Mid-market and upper-mid-market private equity funds, growth-equity and infrastructure funds, and the operating-partner teams responsible for value creation across portcos. We work as an embedded extension of the deal team during a sprint and as a standing capability for portfolio operations between deals.
Where AI changes the economics
- Sourcing and screening. A knowledge graph over your CIM history, sector dossiers, news, filings, and analyst notes — searchable and synthesisable by associates and partners alike. Themes surface faster; coverage gets wider without growing headcount.
- Diligence in a four-week window. Contract analysis, expert-call synthesis, market-map automation, and pre-LOI red flag detection. Senior time freed to focus on the call that actually matters.
- Portfolio value creation. Shared AI pods deployed across portcos — pricing optimisation, procurement intelligence, GTM copilots, finance automation. Build once, deploy many, measured by EBITDA impact at the portco line.
- LP reporting and IR. Drafting, summarisation, and Q&A grounded in your fund data — fast, attributed, and review-ready.
How we work with a fund
We engage at three levels. (1) Deal sprints — embedded with the deal team for the diligence window, building bespoke tooling that survives close. (2) Portfolio operating capability — a standing engagement to deploy AI pods across portcos with measurable value-creation KPIs. (3) GP infrastructure — your fund’s internal knowledge layer, MNPI-clean, available to every team across the fund.
What we will not do
Promise AI thesis generation as a substitute for sector judgement. Sell the same pod to two competing portcos. Make claims in your marketing materials we cannot substantiate to the SEC’s standard for AI-washing.
What you get
A fund that closes diligence faster, a portfolio that ships AI inside the hold period, and an internal capability the next deal team can use without re-buying the technology.
Regulatory
- SEC Marketing Rule and AI-washing enforcement — any AI claim in fund marketing must be substantiated and documented.
- Material Non-Public Information (MNPI) controls — strict data isolation between deal teams and across portcos when sharing AI tooling.