For Private Equity & Venture Capital

VDR-aware diligence agent surfaces deal risks in days, not weeks. Portfolio aggregator cuts quarterly board prep 80%.

PE + VC firms drown in two specific cycles: diligence (2-4 weeks of associate doc reading per deal) and quarterly portfolio aggregation (2-3 weeks of operating partner time normalizing 15-30 portcos). Both are AI-tractable with proper context engineering.

Run a free audit for your firmBook a 20-min scoping call

What we'd ship for you

Specific tools we build for private equity & venture capital firms.

Not generic AI consulting word salad. Concrete, named deliverables with integration points, ship timelines, and expected impact.

1

Due Diligence Doc Agent

~21-day ship

What it does: VDR access → AI reads contracts, financial statements, customer agreements, employment docs → structured 1-pager: financial flags, contract red flags, customer concentration risk, change-of-control issues, next-questions-to-ask-seller.

Why this for you: Diligence teams spend 2-4 weeks on first-pass review per deal. Context-engineered agent → days. Cover 2-3x more opportunities.

Integrations

Datasite / Intralinks VDR (doc export)Claude for document understandingYour firm's risk-flag taxonomy

Expected impact: Diligence cycle 2-4 weeks → 4-7 days. Don't lose deals to slow process.

2

Portfolio Company Quarterly Aggregator

~18-day ship

What it does: Each portco submits quarterly board pack in their own format. AI normalizes 20+ Excel/PDFs into a unified firm-level dashboard + board pack for your IC — pre-quarter-close.

Why this for you: Operating partners + PMs spend 2-3 weeks per quarter on aggregation. AI: 3-5 days with cleaner data.

Integrations

Per-portco intake (email/shared drive)Claude for unstructured-to-structuredYour IC's standard board template

Expected impact: 80-120 hrs/quarter reclaimed across operating team.

3

Founder Sourcing Outreach Agent

~14-day ship

What it does: Define IC thesis → agent identifies founders via Crunchbase/PitchBook/LinkedIn → drafts personalized outreach referencing actual public traction → sends from your associate's inbox at the right cadence.

Why this for you: Associates manually email 500-1000 founders/year. AI's context-rich personalization 3-5x reply rates.

Integrations

Crunchbase / PitchBook / ApolloClaude for personalizationAssociates' Gmail or shared sourcing inbox

Expected impact: 3-5x founder reply rate. 15-20 hrs/week reclaimed per sourcing associate.

Regulatory frameworks we map to

Every build comes with compliance documentation tied to the frameworks your firm is examined against.

  • LP NDA / data room confidentiality
  • Custodial obligations under SEC rules
  • Antitrust HSR information barriers
  • GDPR for European portfolio companies
  • Form PF reporting accuracy

Common tooling we wire into

We integrate with the systems your team already opens every day — not yet-another-dashboard.

  • DealCloud / Affinity (CRM)
  • Datasite / Intralinks (VDR)
  • Crunchbase / PitchBook / Tegus / AlphaSense
  • Carta / Pulley (cap table)

How private equity & venture capital firms typically engage

  • Diligence agent prototype for one active deal
  • Portfolio aggregator across your portcos
  • Firm-wide deal-flow infrastructure with VDR + sourcing agents

Every engagement starts with a free AI audit + a 20-minute scoping call. We quote fixed-price after we understand your firm's actual workflows and regulatory environment.

Ready to ship AI in private equity & venture capital?

Start with a free audit — we'll show you exactly what we'd build for your firm with dollar-recovery math and a 14-day timeline. No call required.

Run free auditBook a scoping call