Private Equity Intelligence
Private Equity Workflows That Take Days.
Automated in Hours.
We build custom intelligence layers for PE firms — trained on your deals, your standards, your way of working. Repeating workflows that consume analyst weeks become reliable, auditable systems your team owns. 90% accurate from day one.
The real problem
It Isn't Hours. It's Insight.
PE firms don't just need faster reports. They need intelligence that changes decisions. During diligence, the highest-leverage work isn't summarizing a CIM — it's surfacing non-obvious risks, sector dynamics you haven't encountered, and adjacencies the management team hasn't considered.
At the board level, the value isn't tracking what the company is doing — it's knowing what they could be doing. Strategic insights that die because nobody has time to follow through.
What we deliver
Not Tools. Your Firm's Intelligence Stack.
Purpose-built around your workflows, trained on your previous deals, and designed so your team works in your application from day one.
A Custom Application
Your Vault
- A branded interface designed around your workflows — not a generic chatbot
- Deal vault with quality scoring across every document and section
- Source-level analysis with structured findings and commentary
An Intelligence Layer
Your Expertise, Codified
- Trained on your previous deals, deliverables, and institutional standards
- 90% accurate out of the box on future deals — from day one
- Your firm owns it, it improves with use, and it doesn't walk out the door
An Agentic Platform
Your AI That Acts
- Ask strategic questions and get structured, cited analytical responses
- Surface non-obvious risks, adjacencies, and competitive dynamics
- From diligence to board-level intelligence — one platform
The deal lifecycle
Five End-to-End Workflows.
The platform mirrors how PE firms actually work — not abstract capabilities, but end-to-end workflows that follow the deal from sourcing through fund operations. Each workflow chains structured intelligence steps where the output of one becomes the input of the next.
Deal Sourcing & Screening
CIM analysis, 7-dimension scoring, screening verdicts
Est. 15–20 hrs saved per deal
Due Diligence & IC Process
LBO modeling, DCF valuation, contract comparison, risk consolidation, IC memo
Est. 45–65 hrs saved per deal
Portfolio Monitoring & Valuation
Budget-vs-actual, value creation bridge, board decks, IPEV valuations
Est. 270–420 hrs saved per quarter (6-company fund)
LP Reporting
ILPA QRSI-compliant fund-level quarterly reports with full audit trails
Est. 50–75 hrs saved per fund per quarter
Fund Operations & Compliance
Waterfall distributions, LP comms, ESG reporting, regulatory compliance
Est. 40–60 hrs saved per fund per year
Time estimates based on industry benchmarks for mid-market PE firms with 6\u20138 portfolio companies.
How we build it
Trained on Your Deals.
Not Built from Scratch.
We train the system on your firm's actual deal history — previous IC memos, CIM analyses, board decks, LP reports, and the deliverables that define your standards. The intelligence layer learns your criteria, your terminology, your quality bar, and your way of framing risk.
The result: a system that is 90% accurate out of the box on the next deal that walks in the door — producing work product that looks and reads like your best analysts wrote it.
Codify & Train
We capture the expertise living in your team's heads and train the system on your previous deals and deliverables. Your best practices become durable intelligence assets.
Centralize & Scale
Every team member works from the same intelligence layer. A first-year analyst applies the same rigor as a senior partner. Consistency scales without headcount.
Multiply 3–5×
Work that consumed days compresses to hours. Your team focuses on judgment, relationships, and strategic thinking — the work that actually drives returns.
Architecture
Three Intelligence Layers. Your Firm on Top.
Every PE firm operates with three distinct layers of intelligence. Agentman ships the foundation and you build your firm's unique advantage on top.
Deal-specific, fund-specific, and thesis-specific knowledge that changes with every new opportunity. This is where analysts and partners spend most of their time today.
Changes frequentlyYour practices, templates, compliance standards, and cultural norms that bring consistency across every team. These change periodically as your firm evolves its strategy.
Changes periodicallyCommon best practices, standard workflows, and industry benchmarks that apply across firms. Stable, broadly useful, and immediately valuable. This is where Agentman starts.
Stable foundation — ships out of the boxTrust architecture
No LLM Performs Math.
Every Number Is Deterministic.
Every skill that involves arithmetic uses dedicated computation engines for deterministic results. The AI handles what it's good at — judgment, narrative synthesis, risk framing, and analytical interpretation. It never touches a formula.
No hallucinated figures. No approximate math. Every computed value carries metadata showing the exact formula, inputs, and result. Auditable by design.
Deterministic Engine
Analytical Intelligence
Every number traced to source
“Where Did This Number Come From?”
Every production AI platform for regulated industries needs one thing above all else: an answer to that question. The platform implements a three-tier citation architecture that traces every output back to its source.
Tier 1
Per-Field Citations
Every extracted data point, computed metric, and financial figure carries source type, page reference, confidence level, and full lineage chain. Computation metadata shows the exact formula and inputs.
Tier 2
Per-Section Citations
Computed blocks — variance analyses, sensitivity tables, risk matrices — carry block-level citations explaining the methodology applied and the data sources used.
Tier 3
Per-Narrative Citations
Every AI-generated narrative pins specific text fragments to the data fields they reference. If a memo states a margin expanded 210 basis points, the citation traces that claim to its source.
The result: any number in any output can be traced back through the full chain to its original source document. For a board deck figure, that might be a 3-hop chain: source document → analysis → monitoring → board deck.
In production now
6 Weeks. Start to Finish.
A top-5 global law firm went from first conversation to a production credit analysis platform in six weeks — custom application, analytical deck with quality scoring, agentic chat, and source-level citations. 200+ hours of manual analysis per deal reduced to under two.
“A prompt is a question you ask AI.
A skill is a procedure you teach it.”
What you own
Institutional Knowledge That Compounds.
Every skill built on the platform belongs to your firm. Your investment criteria, your memo templates, your LP communication style — encoded as durable, version-controlled assets that compound in value over time.
The intelligence layer becomes institutional knowledge that doesn't walk out the door when analysts turn over. It gets better with every deal, every quarter, every review.
Design Partner Opportunity
Let's Build Your Intelligence Layer.
We're inviting a small number of PE firms to shape the platform as founding design partners. You bring a real deal or portfolio company. We build the intelligence layer and the application around it. A working, trained system in weeks, not quarters.
Start a Conversation