Solutions · Private Equity

Build your firm brain.Create your AI IC member.Automate deal to underwrite.Never lose a deal again.Query every deal you have seen.

Diligence, deal memory, CRM and portfolio monitoring on one source of truth. Every deal, document and decision compounds into institutional knowledge that never walks out the door.

Book a callSee what you can build →
01 · The problem

What we hear on first calls.

Everyone we talk to names a different pain.

“Our associates rebuild the same model on every deal.“When someone leaves, the deal context leaves with them.“The CRM is always six weeks out of date.“I should be able to ask one question across every deal we have seen.“Our associates rebuild the same model on every deal.“When someone leaves, the deal context leaves with them.“The CRM is always six weeks out of date.“I should be able to ask one question across every deal we have seen.
“I want one place that actually knows our whole history.“We pass on deals and forget why by the next quarter.“Diligence findings never make it into the value-creation plan.“Every quarter-end is a fire drill to close the portfolio numbers.“I want one place that actually knows our whole history.“We pass on deals and forget why by the next quarter.“Diligence findings never make it into the value-creation plan.“Every quarter-end is a fire drill to close the portfolio numbers.

Different symptoms, one cause: your firm’s knowledge isn’t structured anywhere.

02 · What you can build

A day on the platform.

Triggers fire, agents run, and the output lands in an app before you ask. Three workflows we build most often for private equity teams — every trigger, schedule and output configured to how your firm runs.

06:52Overnight
A new CIM lands in the inboxTrigger
  • Extract the financials & key terms
  • Score against the fund thesis
  • Match against every past pass
07:00A one-page screen memo in your inboxScreening8 min later
09:30Live deal
Diligence opens on a live dealTrigger
  • Ingest the full data room
  • Reconcile & normalise the financials
  • Draft the IC memo & returns model
11:15A first-draft IC memo and model on shared dataIC MemosSame morning
Month-endScheduled
Month-end at a held companyTrigger
  • Pull actuals across every entity
  • Reconcile against the underwrite
  • Flag variances & covenant risks
08:00A board pack drafted, variances already flaggedPortfolio MonitoringBefore the coffee

The full library, across the journey.

Every agent and app below comes as standard, configured to your firm. Anything your team does repeatedly can become the next one.

01Sourcing & pipelineInbox triageSearch & list buildBanker intelligenceCRMPipeline
02ScreeningCIM one-pagerScorecard scoringPattern-match vs past passesScreeningRisk Register
03DiligenceData-room ingestionFinancial extraction & reconciliationEBITDA adjustments & QoEDeep research & market contextDiligenceData Room
04Investment committeeReturns / LBO buildIC memo generationLender & LP memosIC MemosAnalytics
05Portfolio monitoringMonthly financial reconciliationActuals vs underwriteTrend analysisPortfolio MonitoringScorecards
06InstitutionalisedStandardised EBITDA adjustmentsFirm-specific memo templatesDecision TrailPlaybooks

Agent runs on a trigger, does the work, reports back.App a live view your team opens any time, always current.+Build your own we build the first ones with you; your team keeps adding.

03 · Proof

Real firms, real numbers.

All case studies →
Lower-mid-market PE firm · ~$800M AUM

From “why did we pass?” to an answer in seconds

10× fasterto a decision, five years of deals made queryable.
Read the study →Multi-site services platform

Portfolio finance, closed without the fire drill

$2.4Mcreated via automated portfolio-finance workflows.
Read the study →New Majority Capital

105 deals screened in 60 days

105 dealsin 60 days, per-deal review cut from 15 hours to under one.
Read the study →

Your team’s intelligence.
Finally working together.

See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.

Schedule a call