All Case Studies
Private Equity
Due Diligence Acceleration for a $800M PE Firm
Published October 22, 2024
6 weeks → 5 days
Diligence time
10x increase
Deals screened per year
90% usable as-is
Memo first-draft quality
The Challenge
The firm's deal team was spending 40% of diligence time on manual document review and data entry. In competitive processes, speed was costing them deals.
Our Solution
We deployed a custom due diligence AI that ingests data rooms, extracts structured financial metrics, generates standardized screening memos, and monitors portfolio companies for early warning signals.
"We won two deals last quarter that we would have lost due to timeline. The AI-generated memos are better than what our juniors were producing."
— Managing Director, PE Firm — Growth Equity
Document AIDue DiligenceClaudeAutomation
Client
Confidential
Industry
Private Equity