AI implementation for PE and VC deal teams. Cut analyst rework by 80% on origination, IC memos, and portfolio monitoring. Audit-ready by default.
Most of the work that wins or loses a deal is repeatable. The work that is repeatable is also the work that gets sloppy when fund associates are stretched.
CIM scrolled, half-read, lost.
Pre-screened against fund thesis. IC-ready brief in 30 minutes.
Analyst rewrites the deck for the fifth time.
Memo drafted from data room. Footnoted. Tracked.
Findings buried in 14 spreadsheet tabs.
DD log live across the deal. Owner, status, severity.
Quarterly Excel pulls. Reactive.
KPI flags weekly. Variance vs plan. No surprises at IC.
Three weeks every quarter. Inconsistent voice.
Audit-ready report. Same voice. Lower lift.
Six domains. Four composed for deal execution. Two left out of scope. Composition that matches how a mid-market PE team actually works.
What used to take days now takes hours. Same partners, same deals, same standard.
Associate scans for two hours. Partner asks for a one-pager by lunch. It is 2 PM and the doc is still in tracked changes.
By 11.30 the brief is in the IC channel. Thesis fit, deal-breakers, three open questions. Footnoted to the data room.
Four spreadsheets, three associates, one dropped finding. Re-checked the night before IC.
DD register live. Owner, status, severity per item. Re-runs against new uploads automatically. IC packet built from the register.
Three weeks of pulls, three voices, two rounds of partner edits. Audit trail rebuilt by hand.
Draft generated from portfolio data. Same voice across funds. Comments routed to owners. Audit trail by default.
Codified expertise, orchestrated agents, quality gates by design. Purpose-built for Cowork in regulated finance.
Specialised agents trigger each other across the workflow on a shared record.
Eighteen months of proprietary methodology for regulated finance.
Three quality gates run on every output before it reaches a human reviewer.
Servers and backups in Frankfurt. Audit trail on every output. Quality gates block risky outputs before they reach LPs. Human-in-the-loop on sensitive actions.
Inside your Cowork workspace. Your data stays your data.
Every output traceable. Sources, agents, gates passed.
Risky outputs blocked before they reach humans.
Servers and backups in Frankfurt. Human-in-the-loop on sensitive work.
30-minute discovery call. Pricing and scope discussed there.
