Private Equity
Private equity firms receive hundreds of opportunities a year through emails, pitch decks, and supporting documents. Analysts spent 30+ minutes extracting information, researching the company, evaluating fit, and drafting a memo for every submission. We built an agentic AI product that turns an inbound opportunity into a structured, researched memo, ready for analyst review.
Users
Private equity analysts
Before
30+ min per opportunity
After
a review-ready first draft
Private equity firms operate across three connected stages: sourcing and screening new opportunities, running due diligence before investing, and managing portfolio companies afterward. The market already had specialized tools for pieces of this workflow, but analysts still moved information by hand between email, research platforms, data rooms, spreadsheets, and the CRM.
Screening sat at the front of that funnel. Every inbound opportunity needed an initial review, most of them went nowhere, and each one still cost an analyst 30 or more minutes to read, research, and write up.
The opportunity wasn't another isolated AI tool. It was an intelligence layer connecting a workflow that already existed.
When an analyst receives a cold email or pitch deck, they forward it to a dedicated address. The system ingests the opportunity, researches the company, evaluates it against the firm's investment mandate, drafts a structured memo, and logs the deal in the firm's CRM, ready for the analyst to review.
Built with an email runner on Microsoft Graph, an 8-agent pipeline, FastAPI, WebSockets, AutoGen, and Azure Blob Storage.
01
Reads the email and extracts PDF, PowerPoint, and Word attachments.
02
Parses the materials for key company, market, team, and financial details.
03
Enriches the submission with company websites, market sources, and recent news.
04
Scores the opportunity against the firm's mandate: sector, geography, size, financial criteria.
05
Produces a structured memo using the firm's preferred sections, scoring, and tone.
06
Uploads the memo and creates a deal record in the firm's CRM for analyst review.
01
Instead of building another intake portal, analysts trigger the workflow by forwarding an opportunity to a dedicated address. The product fit into behavior that already existed.
02
Each firm defines its own memo structure, evaluation criteria, scoring weights, and tone. The product adapts to the firm's process instead of imposing a generic template.
03
When submitted documents were missing critical information, the memo flagged the gap and raised a follow-up question instead of making an assumption.
Each stage of the investment lifecycle had room for AI: deal screening (memos, fit scoring, CRM integration), due diligence (data extraction, data-room search, risk identification), and portfolio management (LP reporting, scenario analysis, predictive monitoring). Screening memos shipped first.
Start with one repetitive task, then use the structured data it creates to unlock the rest of the roadmap.