03 Domain

Private Equity & Credit

Research from 4 weeks to 2 days

We compress the PE deal lifecycle by automating the parts that slow analysts down—manual data gathering, standardized screening, and commercial due diligence. Our systems handle the heavy lifting of portfolio company monitoring, sector mapping, and operational benchmarking, freeing your team to focus on value creation decisions.

80%
Reduction in diligence time
14x
More targets screened per deal
90%
Template memo completion

What we build

Concrete systems, not concepts.

Sourcing Automation

Surface acquisition targets from public filings, news, and proprietary databases in minutes.

Diligence Acceleration

Generate first-pass due diligence memos with 80% of the manual work automated.

Portfolio Monitoring

Track all portfolio companies for operational KPIs, market trends, and early warning signals.

The challenge

  • Long deal cycle timelines competitive pressure
  • Data fragmentation across silos and providers
  • Limited resources for portfolio company monitoring
  • Inconsistent diligence methodology across deals

What we deliver

  • Automated sector mapping and target identification
  • Investment memo generation from structured data
  • Portfolio company monitoring dashboards
  • Commercial and operational benchmarking
  • ESG/sustainability data extraction and scoring
  • Custom data room analysis and document Q&A

Technologies

ClaudeFine-tuningDocument AIBI DashboardsSnowflakedbtRetool

Build in Private Equity & Credit

Talk to our team about your specific use case. We'll scope the project and give you a realistic timeline.