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AI for private equity. Every deal has an owner.

For firms with 5 to 50 investment staff, and the 20-to-500-person companies they own.

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Lower-middle-market and middle-market firms · Growth equity · Portfolio companies with an operating partner

Published prices
AI Assessment
$1,500for one week
AI Build Sprint
$5,000for two weeks
AI Operations
$999a month
The fix · Private equityReadout
#WorkflowWorthCall
01Deal pipeline follow-upDeals that don't go coldBuild first
02Portfolio KPI reportingDays off monthly reportingBuild
03Target research and sourcingHours per target listLater
04Investment decisionsStays with a personClear no

The partners make every investment decision. The system prepares the research.

Three industries, one playbook.

One firm, three industries. Each gets a priced plan, a working system, and a log of everything it did.

Private equity

Put AI to work across portfolio companies without adding headcount: an assessment for each company, ranked by what each workflow is worth, and one team that builds and runs it.

Financial services

Onboarding, reconciliation, wire releases, and advisor operations, built for compliance review from day one: every action logged, each tool limited to its own data.

Digital assets

Deposits explained from on-chain activity, partner research with the sources attached, and payment review notes prepared before the decision.

Three workflows worth building first.

  1. 01 · Deals that don't go cold

    Deal pipeline follow-up

    Every deal gets an owner, a dated next action, and a drafted next touch.

    Today
    The deal team remembers the next step, the CRM says something else, and the NDA request sits in an inbox.
    With the system
    The latest call, the CRM stage, and the task history are read together. The next action is proposed with the reason.
    Your part
    A partner approves each action before it is assigned or sent. Investment decisions stay with people.

    A target asked for a draft NDA on the last call. The deal gets that task, an owner, and a hold on financials until it is signed.

    Watch this workflow run
  2. 02 · Days off monthly reporting

    Portfolio KPI reporting

    The monthly pack for each portfolio company, built from the source, with every number traceable.

    Today
    The operating partner chases each CFO for a spreadsheet, then reconciles definitions that differ.
    With the system
    Measures are calculated from the records with one definition, and one operating action is proposed.
    Your part
    You review the pack and decide the action. Nothing goes to the board or the LPs without a person signing off.

    Three source-calculated measures for one portfolio company and one owner action, with the records behind each number.

    Watch this workflow run
  3. 03 · Hours per target list

    Target research and sourcing

    A sourced brief for every target that fits the thesis, before an analyst spends the evening on it.

    Today
    Analysts build target lists and company briefs by hand, and the facts go stale before the first call.
    With the system
    Dated sources are compared, conflicts are exposed, and the brief ends with the question to ask first.
    Your part
    You decide who gets the call. Outreach goes out only in a partner's name, after approval.

    A hiring signal turned into a brief that exposes a headcount conflict between two sources.

    Watch this workflow run

See where AI pays across the portfolio.

Add your website. Six questions. A free report in two minutes.

Optional. We check if AI agents can read it.

See it run before you commit.

Recorded on fictional records. A person reviews before anything is saved.

Demo · Give a private equity deal its next owner actionFictional records

Give a private equity deal its next owner action

Connect the latest call, the CRM stage, and the task history before assigning a reviewed deal action.

Demo · Turn portfolio records into one operating actionFictional records

Turn portfolio records into one operating action

Compare three source-calculated measures and save one owner action for a single portfolio company.

Demo · Turn a hiring signal into a sourced account briefFictional records

Turn a hiring signal into a sourced account brief

Compare dated company sources, expose a headcount conflict, and prepare the sales question.

All demos

The controls your compliance team will ask about.

We describe what we build, not a certification we hold. Your compliance team reviews the rules and the log before go-live.

  1. A person approves

    Anything that moves money, changes a record, or goes out in your name waits for your yes.

  2. Every action on record

    Each step is logged with its inputs, its source, and who approved it.

  3. Scoped data access

    The firm's workflow reads the firm's systems. A portfolio company's workflow reads only its own. Nothing crosses between them.

Santos Hernandez was the founding product hire and later VP Data at ZBD: $0 to $12M ARR, the EU's first MiCAR approval, and money transmitter licenses in 26 states and D.C. Before that: American Express, Bank of America, Vanguard, Wells Fargo, and Discover. The person you talk to builds it.

Meet the founder

Start small. Prove it. Then grow.

The Assessment is credited in full toward a Build Sprint within 30 days.

Compare all prices
  1. 01 · Find it

    AI Assessment

    $1,500One week

    One week on one workflow or agent: what to build, and what it is worth.

    • Workflow or agent: which one fits
    • What it's worth, in dollars
    • A ranked plan, and a fixed scope or a clear no
    About the Assessment
  2. Most teams start here
    02 · Build it

    AI Build Sprint

    $5,000Two weeks · flat

    One workflow or agent live in two weeks, with approvals and monitoring. One flat price.

    • A workflow or agent live, on your tools
    • Approvals and monitoring built in
    • 30 days of fixes after go-live
    About the Build Sprint
  3. 03 · Run it

    AI Operations

    $999Per month

    We run your workflows and agents: monitoring, fixes, upgrades, and a monthly report.

    • Up to 3 workflows or agents, 8 hours a month
    • Monitoring and a monthly report
    • A 30-minute monthly review
    About AI Operations
  4. 04 · Scale it

    Custom

    QuotedAfter a call

    Several workflows and agents, an AI organization, or data, design, and brand together.

    • Priced before work starts.
    • One team across the program
    Talk about a custom program

Credited in full toward a Build Sprint that starts within 30 days.

Also built forFinancial servicesDigital assets

Before you book a call.

01Does this make investment decisions?

No. It prepares the brief, the pack, and the next action, and partners decide what to pursue, send, and report.

02Can we buy this for a portfolio company?

Yes, and that is the most common shape. The operating partner introduces us, the company's COO or CFO owns the workflow, and the same ladder applies.

03What about confidentiality between deals and companies?

Each workflow is scoped to its own systems and accounts, and nothing is used to train a model. The data access list is written into the Assessment readout.

04Which systems can you connect to?

Deal CRMs such as DealCloud, Affinity, Salesforce, or HubSpot, data rooms, portfolio reporting tools, accounting systems, email, and calendars.

Start with the pipeline or the portfolio pack.

A free call with Santos. Bring the deal that went quiet or the KPI pack that takes a week.

Book a callCompare all prices
  • $1,500 Assessment, credited toward a build
  • $5,000 flat, live in two weeks
  • Works for the firm or one portfolio company

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