AI automation for private equity and venture capital
Built by operators from 3i Group, Apax Partners, Arcus Infrastructure Partners, and Synthesis Capital. Deal origination, portfolio monitoring, due diligence, and value creation, shipped in weeks.
Most AI consultancies selling into private equity have never worked inside a fund. We have. Between us we have sat at Arcus Infrastructure Partners, Synthesis Capital, 3i Group, Apax Partners, and Scottish Equity Partners, screening deals, running portfolio engagements, and sitting in LP meetings.
That background means we do not pitch AI as a category. We build specific systems that compress deal origination cycles, automate portfolio monitoring, accelerate due diligence, and drive measurable EBITDA uplift across portfolio companies. Everything gets scoped against your fund timeline and returns, not a transformation narrative.
What we deliver
Four areas where AI moves the fund
Deal origination
Multi-LLM classification screens thousands of opportunities against your fund criteria. Priority scoring by sector, geography, revenue profile, and deal type. Fireflies transcribes every call, auto-saves to Notion, and drafts follow-up emails.
Due diligence
AI summarises CIMs, answers data room questions, and flags red flags across contracts, financials, and compliance documents. What used to take an associate a week happens in hours, with consistent quality.
Portfolio monitoring
Automated data ingestion from portfolio company systems. AI-driven exception flagging on KPIs. LP-ready dashboards that replace the monthly Excel deck. Real-time, not month-end.
Value creation automation
Inside the portfolio company. We build the AI operational backbone that shows up in the next 100-day plan review. Customer support, finance reporting, document processing, lead response, and more.
Featured case study
AI-powered deal origination for a PE/VC fund
A fund needed to screen thousands of investment opportunities against specific mandate criteria. We built a multi-LLM origination engine integrated directly into their CRM.
10,000+
opportunities in 24h
10+ hrs
saved per person/month
25%
of market alternative cost
95%+
classification accuracy
Common questions from GPs
How long does a PE engagement take?
First working automations are typically live within 2 to 4 weeks. Discovery takes 1 to 2 days, then we move straight to building. For portfolio-wide rollouts, we usually sequence one company at a time rather than running everything in parallel.
Do you work with Operating Partners or directly with portfolio CEOs?
Both. We have run engagements sponsored by the Operating Partner and delivered directly to the portfolio company CEO, and we have worked directly with CEOs where the sponsor was kept informed. The structure depends on how your fund operates. We do not replace your Operating Partner, we accelerate what they already do.
What ROI do PE firms typically see from AI automation?
On deal origination we have processed 10,000+ opportunities in 24 hours at 25% of the cost of existing market alternatives. On portfolio operations we have removed 60% of manual ops overhead at portfolio companies, redeployed 3 FTEs at a B2B tech platform, and cut document processing costs by 65%. Every engagement is scoped against defined KPIs before we start.
Can you automate our deal pipeline end to end?
Yes. We build deal origination engines that ingest from proprietary sources, paid databases, and inbound channels, screen against your fund criteria using multi-LLM classification, score and prioritise opportunities, transcribe calls, draft memos, and sync everything back to your CRM. The PE/VC case study on our insights page covers a live deployment in detail.
Do you work with family offices, DIFC funds, and international GPs?
Yes. We are UK-based with active engagements across India (Mumbai, Bangalore) and the UAE (Dubai, DIFC, ADGM). For family offices we often build lighter-touch deal screening and portfolio reporting tools. For international GPs we work remotely with periodic on-site weeks.
Book a portfolio audit
Thirty minutes. We walk through your fund or portfolio company, identify the highest-ROI automation opportunities, and tell you what we would build first.