Overview

AIP accelerates the initial phases of deal sourcing by enabling analyst and research teams in Private Equity to perform AI-driven analyses and manage investment prospects at scale. AIP allows for customization to meet specific organizational needs while promoting a unified methodology. This ensures that, despite the inherent flexibility, there is a standardized approach to the process across the entire organization. This standardization addresses the common concern of varying methodologies among analysts, establishing a cohesive and efficient workflow that enhances collaboration and decision-making across teams.

By integrating advanced multimodal language models and other system integrations, AIP's Ontology is enriched with insights from PDFs and various document types, which are then combined with data from other structured sources, both internal and third-party. This process is designed to facilitate the following:

• Screening: AIP allows users to automate the screening of inbound pitch decks using user configured screening criteria. For example, “the company’s revenue must be above a certain threshold. Their growth over last 5 years must be at least 10%. They must be based out of certain countries.” Organizations can further configure the rules to automate conditions to move an opportunity through the review process. While the pipeline is efficiently managed by these automated systems, it retains the flexibility for users to conduct thorough human reviews and make adjustments as needed.
• Due Diligence: AIP simplifies the completion of Due Diligence Questionnaires by offering suggested answers for preset questions (for example, what is the company vision and how is it different from other companies in the space, what are the main risks and ways to mitigate them, etc.). A set of bespoke questions are also proposed by the Large Language Model based on the specific pitch deck being analysed and answers that were generated for preset questions. Users can easily configure these responses, export any unanswered questions, and upload follow-up information for swift questionnaire fulfillment.
• Reports: Using the AIP Ontology users can quickly generate templatized reports for Investment Committees or other purposes. The Ontology provides a structured foundation used by the Large Language Model to generate predefined elements of the report, to mitigate the risk of hallucinations. These reports are automatically generated, and are reviewed and manually edited by users before being exported or shared via email.