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 intelligent automation for portfolio companies, 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 intelligent automation 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, 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 intelligent automation across your portfolio. Measurable ROI for your LPs. One implementation partner for every portfolio company.