US private equity and real estate investment group
70–90%
Estimated reduction in hands-on research time
AI deal research and outreach, end to end
Research & outreach
Who we help · Private equity and investment firms
Look at more deals without hiring more analysts.
Deal research, executive profiling, scoring, reporting and outreach, automated with human approval.
In short
We build AI and automation for private equity, investment and real estate firms: researching targets, profiling executives, scoring opportunities, updating trackers, drafting outreach and automating portfolio reporting, with people approving anything that leaves the firm. A US investment group estimates its hands-on research time fell by 70–90%.
What we hear
Where the hours go.
Research eats analyst time
Hours per target gathering information before anyone can form a view.
Trackers fall behind
Spreadsheets and CRM records updated by hand, when someone remembers.
Outreach doesn't scale
Personalised emails are slow to write, so volume suffers.
Portfolio reporting is manual
Every portfolio company reports differently, and someone stitches it together.
What we automate
Typical automations for firms like yours.
- Company and market research on each target
- Executive and ownership profiling
- Scoring against your investment criteria
- Briefs and investment summaries in your format
- Pipeline trackers and CRM updated automatically
- Personalised outreach drafted for approval
- Portfolio company reporting consolidated
Proof
Work we've done in this space.
Explore by area
The areas that matter most here.
- 02
Finance and invoicing
Expected, received and missing invoices tracked in one place, checked against what was agreed and pushed into your finance system.
8 days to 4 hrs
Monthly invoicing run
- 03
Reporting and management information
Management and client reports built automatically from the systems that hold the numbers, with AI drafting the commentary.
Live data
Management reporting, no month-end spreadsheet build
- 05
Research and outreach
Company and executive research, scoring, reporting and first-draft outreach prepared by AI and approved by a person.
70–90%
Estimated reduction in hands-on research time
Questions
Common questions.
Is our deal data kept confidential?
Yes. Workflows run in accounts you control, AI services are used under business terms that don't train on your data, and access is limited to the people who need it.
Can it work with the data providers we already pay for?
Where they offer an API or export, yes. We build around the sources you trust and are licensed to use.
Do you work with portfolio companies too?
Yes. Portfolio companies often have the same back-office problems: invoicing, reporting and request handling. Automating them supports the value creation plan.
Free Operations Audit
Find out what's worth automating.
Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.
Book a free Operations Audit
If there's nothing worth automating, we'll tell you.
What happens next
- 1Pick a time that suits you
- 2Tell us briefly which process hurts most
- 3We map it together in 45 minutes
- 4Your written summary arrives within 3 working days