AI-Powered Software for Private Equity Investors

GenAIAIDataWeb AppCMSAzure

We developed AI-powered platform tailored for private equity investors, designed to streamline deal sourcing, pipeline management, and decision-making at investment committees

Industry

Finance

Technologies:

Business Impacts

Equipped investment committees with instant deal benchmarking and comparison tools, improving strategic choices
Delivered a comprehensive platform integrating all aspects of private equity workflows, enhancing operational efficiency
Introduced AI-driven email outreach, follow-ups, collaborative note-taking, and document creation, saving time and increasing productivity
Achieved accelerated delivery timelines with automated CI/CD pipelines and DevOps best practices
Implemented a robust, scalable cloud infrastructure to support growing client portfolios and ensure data security

Technical Highlights

AI-Driven Features: built a robust AI strategy leveraging Retrieval-Augmented Generation (RAG), Large Language Models (LLMs), and advanced document processing for key metrics extraction and intelligent decision support
Custom CRM Development: designed a CRM specifically for private market investing, offering tailored tools for client relationship management and workflow optimization
Data Extraction Pipeline: developed an AI pipeline for extracting critical performance metrics, customized to user preferences and historical data trends
Cloud Infrastructure: utilized Azure for a secure and scalable solution, ensuring reliability and flexibility for global users
Efficient Development: established a high-performing development team to deliver Proof of Concept (PoC), Minimum Viable Product (MVP), and subsequent releases quickly and effectively