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Solutions · Private Equity

Build your firm brain.Create your AI IC member.Automate deal to underwrite.Never lose a deal again.Query every deal you have seen.

Diligence, deal memory, CRM and portfolio monitoring on one source of truth. Every deal, document and decision compounds into institutional knowledge that never walks out the door.

For deal partners, associates and the investment committee.

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Your stack, structured into one firm brain
01 · The problem

Everyone we talk to names a different one.

Our associates rebuild the same model on every deal.— Managing Partner
When someone leaves, the deal context leaves with them.— Partner
I want one place that actually knows our whole history.— Head of IC
The CRM is always six weeks out of date.— Principal
We pass on deals and forget why by the next quarter.— Associate
Diligence findings never make it into the value-creation plan.— Operating Partner
Every quarter-end is a fire drill to close the portfolio numbers.— CFO, portfolio co.
I should be able to ask one question across every deal we have seen.— Managing Partner
02 · What you can build

One platform, the whole deal journey.

These are the bigger workflows we build with you. From that foundation, every one of these agents and apps is configured to how your firm actually works.

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  1. 01Sourcing & pipeline
    • Inbox triage
    • Search & list build
    • Banker intelligence
    • CRM
    • Pipeline
  2. 02Screening
    • CIM one-pager
    • Scorecard scoring
    • Pattern-match vs past passes
    • Screening
    • Risk Register
  3. 03Diligence
    • Data-room ingestion
    • Financial extraction & reconciliation
    • EBITDA adjustments & QoE
    • Deep research & market context
    • Diligence
    • Data Room
  4. 04Investment committee
    • Returns / LBO build
    • IC memo generation
    • Lender & LP memos
    • IC Memos
    • Analytics
  5. 05Portfolio monitoring
    • Monthly financial reconciliation
    • Actuals vs underwrite
    • Trend analysis
    • Portfolio Monitoring
    • Scorecards
  6. 06Institutionalised
    • Standardised EBITDA adjustments
    • Firm-specific memo templates
    • Decision Trail
    • Playbooks

Agent — runs on a trigger, does the work, reports back. App — a live view your team opens any time, always current.

03 · Example workflows

The agents and apps, chained into real workflows.

Any of these building blocks can be assembled into an automation that runs end to end. A few we build most often.

Overnight deal screen
A new CIM lands in the inboxTrigger
Extract the financials & key terms
Score against the fund thesis
Match against every past pass
→A one-page screen memo in your inbox by 7am
Data room to IC
Diligence opens on a live dealTrigger
Ingest the full data room
Reconcile & normalise the financials
Draft the IC memo & returns model
→A first-draft IC memo and model on shared data
Month-end portfolio close
Month-end at a held companyTrigger
Pull actuals across every entity
Reconcile against the underwrite
Flag variances & covenant risks
→A board pack drafted, variances already flagged
04 · Proof
3wk → 4dFirst-round diligence compressed across the data room.$2.4MValue created via automated portfolio-finance workflows.9 minTo a first read on a fresh CIM, model and risks.

Your team’s intelligence.
Finally working together.

See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.

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