Building an AI‑powered deal intelligence layer for a private equity firm
We created a firm-wide deal intelligence assistant for a PE house, bringing every conversation, document and CRM record into one view - accelerating pipeline prep, improving data quality, and reducing admin.
Challenge
Partners and associates were spending too long stitching together the story of a deal from emails, notes, meeting transcripts and CRM entries.
Important context and relationships weren’t consistently captured in the CRM, making handovers hard and slowing decisions.
Leadership wanted a reliable way to prepare faster, see the full picture, and progress deals while reducing admin.
Solution
We built an AI assistant that behaves like an additional analyst.
It unifies CRM records, meeting transcripts and documents into a single, trustworthy view of people, companies and deals.
It keeps information fresh automatically, spots connections, and answers practical questions - who’s involved, what’s happened, what’s next - with links back to the source.
Crucially, it uses the firm’s investment language and stages, so recommendations fit the way the team already works.
Impact
Time back to dealmakers - rapid preparation and sharper decisions enabled, and faster pipeline meetings
Cleaner data while reducing admin - automated enrichment fills CRM gaps and nudges better habits without extra effort
Onboarding that clicks on day one - new joiners immediately see the full deal story and context, enabling faster cultural alignment and rapid upskilling
