AI agents that execute deal, fund and portfolio work — end to end, inside your environment.
WHY AUTOMATION FITS PRIVATE EQUITY
Every deal pulls a data room through the same checklist, every quarter ends in the same NAV, capital account and LP report, and every capital call and distribution follows the same notice. Investment judgment and the LP relationship stay with the partners; the indexing, reconciling and reporting around them is structured, repetitive and still done by hand.
Our AI agents take over that work end-to-end, inside your data rooms, fund administration, CRM and portfolio-monitoring systems.
WHAT WE DO FOR PRIVATE EQUITY
Agents run fund and deal admin. Partners make the calls.
Capital calls, NAV packs, distributions, AIFMD and SEC filings. Agents keep every fund on schedule, so deadlines are hit without the last-minute push.
AI agents instantly extract and structure data from PDFs and scans, giving your team clean, standardized information from the very start of diligence.
Investment professionals are your scarcest resource. Agents take the data prep, schedules and reporting, so their hours go to judgment and deals.
* Our fastest go-live. Timelines depend on the complexity of the project and its processes.
INSIDE A PRIVATE EQUITY FIRM
We don't deploy generic software. We design AI Agents around the processes, tools and people of each function, then connect them where it matters. Click any department to explore.
Fundraising & Investor Relations
Agents run LP reporting, capital calls and distribution notices, DDQ responses and fundraising tracking — so IR teams spend their time with investors, not assembling packs.
Deal Sourcing & Origination
Agents track the pipeline, screen targets, extract CIMs and score inbound deals — so deal teams spend their time on the opportunities that matter.
Due Diligence
Agents run the data room, build financial and commercial DD schedules, synthesize reference calls and draft findings — so the deal team focuses on judgment, not assembly.
Deal Execution & Structuring
Agents draft term sheets, review SPA redlines, model sources & uses and run the closing checklist — so execution moves fast without dropping details.
Portfolio Operations & Value Creation
Agents aggregate management KPIs, generate board packs, track 100-day plans and cost-takeout initiatives, and prepare lender reporting — so operating partners drive value, not spreadsheets.
Exit Management
Agents assess exit readiness, model exit valuations, build buyer lists, draft the CIM and assemble the vendor DD pack — so the deal team runs dual-track and continuation processes with the work already done.
Fund Accounting & Treasury
Agents run NAV, process capital calls and distributions, calculate management fees and carry, and reconcile cash across funds — so fund finance closes without the scramble.
Risk, Valuation & Audit
Agents value portfolio companies, support the valuation committee, track loan covenants, run stress tests and coordinate internal audit — so the independent risk and valuation function keeps pace with the portfolio.
Compliance & Legal
Agents prepare AIFMD and SEC filings, run LP KYC/AML, draft fund documents, negotiate side letters and scan the regulatory horizon — so compliance and legal move at deal speed.
Tax & Structuring
Agents draft K-1s, run FATCA/CRS and withholding compliance, resolve LP tax queries and support fund and deal structuring — so tax keeps pace with the fund.
ESG & Sustainability Reporting
Agents monitor portfolio ESG, prepare LP ESG and sustainability disclosure filings, calculate Scope 3 emissions and generate scorecards — so ESG moves from spreadsheet to system.
Data, Analytics & IT
Agents aggregate deal and market data, run LP portal and VDR operations, power portfolio analytics and triage security alerts — so technology scales without adding headcount.
AGENT IN ACTION
The moment a drawdown is approved, the agent opens the capital call on its own. It allocates the amount across every LP by unfunded commitment, applies each side-letter term and the fund’s ILPA template, and generates every notice with payment and wire details, for every fund, every call.
Fund every deal on time without the quarter-end scramble. Your fund finance team only sees the excused and defaulting LPs that genuinely need judgment, and approves and sends with capital accounts that are already audit-ready.
The moment a drawdown is approved, the agent opens the capital call on its own. It allocates the amount across every LP by unfunded commitment, applies each side-letter term and the fund’s ILPA template, and generates every notice with payment and wire details, for every fund, every call.
Fund every deal on time without the quarter-end scramble. Your fund finance team only sees the excused and defaulting LPs that genuinely need judgment, and approves and sends with capital accounts that are already audit-ready.
Agents run inside your infrastructure, on-prem, private cloud or hybrid. No client data leaves your network without your approval. No dependency on us: it runs on infrastructure you control. The agent is yours to run, permanently.
You pay for the process automated, not consulting hours. If a process proves non-automatable, a voucher covers the next one.
Our fastest projects go live from 12 weeks; the plan for yours comes out of discovery, because it depends on the process and the systems it touches. Payback within one year for the large majority of projects.
PRIVATE EQUITY FAQ
Answers before the first call: the questions practice leaders ask us most.
No. Our agents sit on top of what you have — your fund accounting platform, CRM, VDR, portfolio monitoring and LP portal. Where an integration doesn't exist, our agents operate the same screens your team uses today, whether you run administration in-house or with a third party.
How we integrate with each system →They move up the value chain. Analysts review instead of building schedules, fund accountants judge exceptions instead of keying notices, partners spend time on deals and LPs instead of chasing data. Every agent action is auditable and reversible, and humans retain ultimate responsibility — investment decisions, valuations and sign-offs stay with your people.
Agents run inside your environment with role-based access, full audit trails and decision-level traceability. LP and deal data does not leave your network without your approval and is never used to train anyone else's models — consistent with GDPR, AIFMD and SEC obligations.
Where agents run and who holds access →Fixed-price per workflow automation. If during delivery we determine a process cannot be automated, you receive a voucher to automate a different process instead. Optional SLAs are agreed per project, based on business hours.
How we charge →Fund accounting, NAV, capital calls and distributions; LP reporting, DDQs and capital account statements; data-room review and diligence schedule building; compliance filings (AIFMD, SEC ADV/PF, ILPA) and KYC/AML; portfolio KPI aggregation and board packs; and tax reporting including K-1s and FATCA/CRS. We scope per team.
Book a 30-minute meeting with our team and discover what AI automation can do for your specific workflows.
