AI FOR PRIVATE EQUITY
From Deal Screening to Exit. Every Step, Accelerated.
Your associates are buried in CIMs, your VPs are formatting IC memos, and your portfolio reporting is a monthly fire drill. We deploy AI agents that plug directly into DealCloud, Altvia, and your existing stack — so your team focuses on deals, not data entry.
Your Team Spends More Time on Admin Than on Alpha
Your associates review 50–100 CIMs per quarter, but 80% don't meet your criteria. Each one still takes 2–4 hours of manual analysis before someone says 'pass.'
Due diligence is a 60–80 hour grind per deal — pulling data from virtual data rooms, cross-referencing financials, and building models in Excel. Every deal feels like starting from scratch.
IC memos take 2–3 weeks to produce. One associate, one document, and the entire deal timeline hinges on it.
Portfolio reporting is a monthly chase: emailing 15–30 CFOs for financials, waiting for responses, normalizing data across different formats, and building a consolidated view your partners can actually read.
LP quarterly reports are assembled manually — copy-pasting portfolio metrics into templates, writing narratives, and praying the numbers reconcile before the deadline.
Your deal pipeline lives in spreadsheets, DealCloud, or Altvia — but nobody has time to analyze patterns: which sectors convert best, which deal sources have the highest close rate, which portfolio companies are trending off-plan.
Six AI Agents. From Screening to Exit.
Built around how PE firms actually operate — from the first CIM to LP reporting. Each workflow chains structured intelligence so the output of one becomes the input of the next. Your 5-person team operates like a 20-person firm.
Plugs Into Your Existing Deal Stack
The Numbers That Matter
Concrete time and cost savings based on US market rates.
| Metric | Impact | Dollar Equivalent |
|---|---|---|
| CIM screening time | 85% reduction | $40K–$80K/quarter saved (at associate rates) |
| Due diligence document review | 30–50 hrs saved/deal | $60K–$100K/year across 4 deals in DD |
| IC memo production time | 2 weeks → 2 days | $60K–$150K/year at 8–12 memos |
| Portfolio reporting cycle | 3 weeks → 3 days | $120K–$240K/year in recovered capacity |
| LP report delivery | 100% on-time | Stronger LP relationships → easier fundraising |
CIM screening time
85% reduction
$40K–$80K/quarter saved (at associate rates)
Due diligence document review
30–50 hrs saved/deal
$60K–$100K/year across 4 deals in DD
IC memo production time
2 weeks → 2 days
$60K–$150K/year at 8–12 memos
Portfolio reporting cycle
3 weeks → 3 days
$120K–$240K/year in recovered capacity
LP report delivery
100% on-time
Stronger LP relationships → easier fundraising
For a mid-market PE firm with $500M AUM and 5 investment professionals: Estimated annual value of $400K–$800K in recovered capacity, faster deal velocity, and avoided hiring.
What Implementation Looks Like
No long consulting engagements. We deploy working automations in weeks, not months.
Why Brazen vs. Going It Alone
You know AI can help. You've probably had an associate experiment with ChatGPT for memo drafting, looked at your CRM's AI features, or evaluated point solutions. Here's why most PE firms get stuck at 'interesting demo' and never reach 'deployed at scale':
DealCloud AI / Altvia AI built-in features
Limited to what the CRM vendor imagines. Can't cross-connect your VDR, email, financial models, and portfolio reporting into a single intelligent pipeline.
DIY with ChatGPT + analysts
Associates upload one CIM at a time. No integration with your deal pipeline, no consistent scoring, no audit trail. Breaks when you need to process 20 CIMs in a week.
Hiring a data engineer
Costs $150K–$200K/yr — and they'd still need to learn PE workflows, VDR APIs, and fund accounting from scratch.
Brazen AI is the execution partner that gets your firm across the finish line. We don't hand you a strategy deck — we build the integrations, deploy the agents, and make sure they work at scale inside your existing deal stack. Your 5-person team gets the data infrastructure of a mega-fund without the headcount.
Your Deal Data Stays Protected
- All data processing respects confidentiality boundaries and NDA requirements
- Integration with your existing CRM and VDR — data stays in systems you already trust
- SOC 2-aligned security practices
- No deal data used for model training — your alpha stays yours
Your Team Deserves Better Than Copy-Paste Memos
Get a free, firm-specific AI readiness assessment — we'll map your exact deal lifecycle, identify the 3 highest-ROI automations, and deliver a concrete implementation plan.