Our AI Solutions for PE & M&A
For funds, M&A boutiques and corporate dev teams who want to analyze more deals, detect more value and close faster than their competitors.
Deal Flow Audit & AI Diagnostic
Precisely identify where AI can multiply your investment capacity
Automated Due Diligence
From 3 weeks to 3 days — without sacrificing analytical depth
Deal Teams AI Training
Partners, Principals, Associates, Analysts — full mastery in 30 days
IC Preparation & Portfolio Monitoring
IC memos in 5 minutes — portfolio monitored in real time
Proprietary AI Platform (Turnkey)
Your fund equipped with a custom, secure AI infrastructure
Deal Flow Audit & AI Diagnostic
Precisely identify where AI can multiply your investment capacity
Before deploying anything, we analyze your deal process end-to-end. From sourcing to exit, we identify the bottlenecks slowing your analyses, the risks slipping through the cracks, and the AI use cases with immediate ROI. A diagnostic carried out by former PE professionals, not generic IT consultants.
Objectif
Produce a quantified, prioritized AI roadmap with estimated impact on time-to-close, number of simultaneously processable deals and selection quality.
Actions clés
- Analysis of current sourcing and screening process
- Due diligence mapping: steps, resources, duration, friction points
- Assessment of existing data quality and structure (VDR, CRM, models)
- Identification of priority AI use cases by phase (screening, DD, IC prep, monitoring)
- ROI estimation per use case: hours saved, additional deals processable, IRR impact
- Recommendations on AI tools and architecture adapted to your fund
Valeur ajoutée
A clear, quantified vision of your AI potential. Not a list of tools: a strategic roadmap that speaks the language of Partners and LPs.
Automated Due Diligence
From 3 weeks to 3 days — without sacrificing analytical depth
Our AI solution analyzes your data rooms in depth: SPAs, legal docs, financials, commercial data, HR, operations. Automatic extraction of key clauses, red flag detection, hidden liability identification and problematic covenant spotting. What your juniors do in 3 weeks, AI does in a few hours — with greater exhaustiveness.
Objectif
Reduce time-to-DD-complete by 70-80% while increasing risk detection quality and freeing your analysts for genuinely value-added tasks.
Actions clés
- Automated SPA parsing: key clause, warranty, indemnification and earn-out extraction
- Legal, financial and operational red flag detection with severity scoring
- Automated financial analysis: normalization, EBITDA adjustments, working capital analysis
- Legal compliance check and sector-specific regulatory risk identification
- Automatic comparison with sector benchmarks and your previous deals
- Structured DD report generation ready for the Investment Committee
Valeur ajoutée
No more missed red flags post-closing. Faster, more exhaustive, 100% documented DD. Your analysts focus on strategic judgment, not document reading.
Deal Teams AI Training
Partners, Principals, Associates, Analysts — full mastery in 30 days
Intensive, practical training program designed exclusively for PE and M&A professionals. Each module is anchored in your real deal types: mid-market buyouts, growth equity, distressed, M&A build-up. Our trainers are former PE Partners and M&A Advisors — they speak your language and understand your constraints.
Objectif
Make every level of the deal team AI-autonomous in 30 days, with an exclusive PE/M&A prompt and workflow library immediately operational.
Actions clés
- Partners module: AI for investment strategy, sector thesis and IC presentations
- Principals/Associates module: AI for due diligence, financial modeling and negotiation
- Analysts module: AI for screening, data extraction and automated comps
- Library of 200+ exclusive PE/M&A prompts (SPA, financial, market research, IC memo)
- Practical workshops on your current deals — immediate results from week 1
- I-Venture certification for each participant with practical assessment
Valeur ajoutée
Deal teams that analyze 3x more deals with the same team. Juniors doing senior work. Seniors doing Partner work. An immediate competitive advantage in the market.
IC Preparation & Portfolio Monitoring
IC memos in 5 minutes — portfolio monitored in real time
From Investment Committee memo preparation to continuous portfolio monitoring, our AI automates low-value tasks so your teams can focus on value creation. Executive summaries, risk scoring, real-time KPIs, alerts on deviations vs business plan — all in a few clicks.
Objectif
Reduce IC memo preparation time by 90% and move from reactive quarterly monitoring to proactive continuous portfolio tracking.
Actions clés
- Automatic generation of structured IC memos with risk scoring and recommendation
- Financial visualizations and board-ready summary tables in minutes
- Real-time portfolio dashboard with consolidated KPIs per holding
- Automatic alerts on deviations vs business plan and financial covenants
- Predictive analysis of exit opportunities and optimal valuation windows
- Automated LP reporting with customizable narrative per fund
Valeur ajoutée
Better documented, faster investment decisions. A Board always informed. LPs impressed by the rigor and frequency of reporting. Better-timed exits.
Proprietary AI Platform (Turnkey)
Your fund equipped with a custom, secure AI infrastructure
For funds that want to go beyond training and generic tools: development of a proprietary AI platform, adapted to your investment strategy, preferred sector and internal processes. Secure integration with your VDRs, CRM and financial tools. ISO 27001 infrastructure, sovereign data, zero exposure.
Objectif
Equip the fund with a proprietary, lasting technological advantage impossible to replicate by competitors, with data security compliant with institutional LP requirements.
Actions clés
- Development of a custom AI platform branded with the fund's name
- Secure integration with Intralinks, Datasite, DealCloud, Salesforce, FactSet
- AI models trained on your sector and specific investment thesis
- ISO 27001 infrastructure, encrypted data, dedicated European servers
- Proprietary API for integration into your existing workflows
- Dedicated technical support, maintenance and continuous evolution
- Complete training for technical and operational teams
Valeur ajoutée
A proprietary technological competitive advantage. Your fund processes the deals others refuse due to lack of bandwidth. An infrastructure your LPs see as a strategic differentiator.