Your Team Uses AI.
But Is It Systematised?
Your analysts are using ChatGPT ad-hoc. Your due diligence still takes months. Your deal flow screening is mostly manual. We help PE and VC firms move from scattered AI experimentation to embedded, scalable workflows.
We partner with a small number of firms. Currently accepting introductory conversations.
of firms have integrated GenAI into M&A workflows
Deloitte, 2025
of PE leaders say their due diligence approach has substantial room for improvement
Accenture, 2024
have invested $1M+ in AI specifically for their M&A teams
Deloitte, 2025
adopted GenAI in the past year alone — but struggle to scale beyond pilots
Deloitte, 2025
Everyone's experimenting. Few have systematised.
Ad-hoc AI Usage
Junior staff use ChatGPT to summarise documents and draft emails. But there's no firm-wide approach, no quality control, no scaling.
Due Diligence Bottleneck
Your analysts still spend weeks manually reviewing data rooms, validating financials, and extracting key terms from hundreds of documents.
Deal Flow Volume
You review thousands of opportunities annually. Most get rejected within minutes — but the screening is still largely manual and inconsistent.
Workflow Friction
AI tools get dropped into existing processes without adaptation. Teams resist. Adoption stalls. The pilot never scales.
Trust & Explainability
Investment committees need clear rationale. Black-box AI recommendations undermine confidence and adoption.
Data Fragmentation
Information scattered across systems — CRM, data rooms, spreadsheets, email. No single source of truth to power AI properly.
From Experimentation to Embedded Workflows
We don't sell AI tools. We systematise AI into your existing operations — so it scales, sticks, and delivers measurable results.
Workflow Audit
We map your current deal lifecycle — sourcing, screening, diligence, monitoring — and identify where AI can compress time and reduce manual effort.
- ◈Process mapping across investment lifecycle
- ◈Time-and-effort analysis per workflow
- ◈AI opportunity identification with ROI estimates
- ◈Prioritised implementation roadmap
Build & Integrate
We build AI workflows tailored to your firm — not generic tools, but systems that fit how your team actually works.
- ◈Custom prompts and templates for your use cases
- ◈Integration with existing tools (data rooms, CRM, docs)
- ◈Quality control and human-in-the-loop checkpoints
- ◈Explainable outputs for investment committee confidence
Embed & Scale
We train your team, refine the workflows, and expand AI capabilities as your needs evolve. The goal: AI that runs without us.
- ◈Hands-on team enablement (not classroom training)
- ◈Ongoing optimisation and refinement
- ◈Performance monitoring and reporting
- ◈Gradual handover to internal ownership
High-Impact Use Cases
These are the workflows where we've seen AI compress weeks into days — without sacrificing quality.
Deal Screening
Automated initial review of pitch decks and CIMs. Surface key metrics, flag red flags, and rank opportunities by fit with your thesis.
Due Diligence Acceleration
Extract and analyse key terms from contracts, financials, and legal documents. Identify risks that manual review might miss.
Competitor & Market Analysis
Rapid synthesis of market data, competitor positioning, and industry trends to inform investment thesis.
Portfolio Monitoring
Automated tracking of KPIs, news, and performance metrics across portfolio companies. Surface issues before they escalate.
LP Reporting
Generate draft reports, performance summaries, and investor updates from raw portfolio data.
Deal Memo Drafting
AI-assisted first drafts of investment memos, pulling from diligence findings and structured data.
From Conversation to Capability
Introductory Conversation
We discuss your current workflows, AI experimentation to date, and where you're seeing bottlenecks. No pitch — just understanding.
30-45 minutesWorkflow Deep-Dive
If there's mutual fit, we conduct a detailed audit of your deal lifecycle — mapping processes, identifying AI opportunities, and building a prioritised roadmap.
2-3 weeksPilot Implementation
We build and deploy AI workflows for 1-2 high-impact use cases. Your team uses them on real deals, and we refine based on feedback.
4-6 weeksScale & Embed
We expand to additional workflows, train your team, and build internal capability. The goal is AI that runs without us.
OngoingNot Tools. Transformation.
Embedded, Not External
We work alongside your team — sitting in on deal reviews, understanding your investment thesis, learning your terminology. AI workflows only stick when they're built from the inside.
Workflow-First, Not Tool-First
We don't start with "here's an AI tool." We start with "show me how you screen deals today." The technology follows the process, not the other way around.
Explainable Outputs
Every AI recommendation comes with clear reasoning. Investment committees can trace the logic, challenge the assumptions, and maintain confidence in their decisions.
Handover Built In
Our goal is to make ourselves redundant. We train your team, document everything, and build capability so you're not dependent on us long-term.
Let's Talk About Your Workflows
We're selectively exploring partnerships with investment firms. If this resonates with the challenges you're facing, we'd welcome your perspective.
Start a ConversationNo hard sell. No generic pitch deck. Just an honest discussion about where AI can — and can't — help your firm.