Transforming deal flow management in private equity
Automated investment screening
Technologies & methods
- OCR
- LLM Operations
- Prompt Engineering
- API Integration Framework
- Critical Reasoning
- NLP
Challenge
A leading private equity fund spends a lot of time working through a high volume of incoming investment teasers and extracting standard data points. Converting these documents into the fund’s internal investment memo format by hand is slow and ties up resources.
Solution
We built an AI-powered screening solution that automatically evaluates investment teasers against specific criteria and prepares them for review. The system keeps the fund’s structure, tone, and writing style, and enriches the content with additional market insights.
Results
- 1
Several hours a week saved on memo preparation
- 2
More time for senior analysts
- 3
Greater focus on higher-value work
Our Approach To Sustainable AI Transformation
Inspiration & AI Training
We enable your employees with AI training to unlock AI’s full potential. Result: average 10% time savings per employee.
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Together we develop an AI strategy, identify the biggest opportunities, and define the right use cases.
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