Private Equity & M&A
Show the Board AI ROI in 90 Days
Your operating partners want AI results, not AI strategy decks. We scope, install, and operate agentic workflows for portfolio companies â one partner for the implementation, the security, and the ongoing operations.
Workflows We Install for PE & M&A
Measurable ROI, board-ready reporting, and operational continuity through every transaction.
Deal-Flow Automation
AI-powered deal screening, CIM analysis, and investment memo drafting. Accelerate sourcing-to-IC pipeline without adding headcount. Copilot workflows tuned for financial analysis.
Portfolio Company AI Deployment
Install agentic workflows across portfolio companies as a value creation lever. Standardized deployment playbook, custom per-company workflows, centralized security governance.
Post-Close IT Integration
Rapid IT infrastructure consolidation after acquisition. Tenant migration, identity unification, security stack deployment, and system rationalization â all while maintaining operational continuity.
Portfolio Reporting & Analytics
Automated KPI collection, board deck generation, and performance trend analysis across portfolio companies. AI that turns operational data into board-ready insights.
IT Due Diligence
Pre-close infrastructure audit, security posture assessment, and technical debt quantification. Identify IT integration costs and risks before the deal closes.
Secure Data Room Operations
AI-assisted data room organization, document indexing, and Q&A management. Accelerate deal timelines with intelligent document processing inside secure, auditable environments.
AI as a Value Creation Lever
Deploy agentic workflows across your portfolio. Measurable ROI for your LPs. One implementation partner for every portfolio company.