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PRODUCTION-GRADE AGENTIC AI

Agentic AI for PE & VC firms.

Multi-agent systems for the buy-side – from deal sourcing through portfolio company monitoring and exit prep. Engineered for the small-team, high-velocity reality of private capital.

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4wk

Pilots

Production-grade pilot in four weeks

1000+

Targets/mo

Continuously screened across sourcing universes

24×7

Portfolio surveillance

Across every name in the book

100%

Senior-led

Senior analyst oversight at every step

HOW PE / VC TEAMS DEPLOY ABI AGENTS

Where PE and VC teams use ABI agents.

Built for the buy-side reality – lean deal teams, dozens of mandates in motion, portfolio companies that need monthly attention but only get quarterly. Four production workflows where multi-agent systems carry the analytical weight.

01 I SOURCING

Deal Sourcing & Screening

Proprietary deal flow generation, founder and management intelligence, market mapping and competitive landscape generation. Agents continuously screen target universes, surface high-fit candidates with reasoned scoring and assemble first-pass briefing memos – so the deal team's first conversation is with the right founders, not the next 200 names down the list.

1000+

Targets screened per month per mandate

Reasoned

Fit scoring with auditable rationale

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What agents deliver

  • Proprietary deal flow lists
  • Founder / management intelligence
  • Market & competitive mapping
  • Reasoned fit scoring
  • First-pass briefing memos
  • Adjacency & thesis-driven scans
  • Funding round & valuation context
  • Inbound triage support

02 I DILIGENCE

Diligence Acceleration

Automated CDD/FDD draft, expert call summarization, customer reference analysis at scale and red-flag detection. The deal team's diligence read-out arrives with the first draft already done – market read, customer signal triangulation, red flags surfaced – ready for senior judgement, not still being collected.

3 streams

CDD, FDD & market work in one pass

Red flags

Surfaced and reasoned, not buried

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What agents deliver

  • CDD first-draft analysis
  • FDD prep & QoE support
  • Expert call summaries
  • Customer reference analysis
  • Red-flag detection
  • Competitive triangulation
  • Management background checks
  • Working capital & cash conversion reads

03 I PORTFOLIO

Portfolio Monitoring

Continuous KPI tracking, competitive surveillance for portfolio companies and exit-readiness signals. Every name in the book gets the monthly attention a top-quartile manager would give it – without expanding the deal team. Material events route to the partner who sponsored the deal with a pre-built impact note.

Monthly

Attention on every portfolio name

Live

Competitive & market surveillance per company

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What agents deliver

  • Continuous KPI tracking
  • Competitive surveillance per company
  • Exit-readiness signals
  • Quarterly portfolio dashboards
  • Customer / market shift alerts
  • Regulatory event monitoring
  • Talent & org-change tracking
  • Cash runway & burn surveillance

04 I EXIT

Exit Preparation

Buyer mapping, valuation comp analysis, narrative drafting and data room curation support. Agents pre-build the exit-prep working files – buyer universe, comp set, equity story narrative scaffolding, data room index – so the team spends the run-up to launch refining the story rather than assembling the inputs.

Pre-built

Buyer universe & comp set

Working files

Narrative, comps & data-room scaffolding

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What agents deliver

  • Buyer / strategic acquirer mapping
  • Valuation comp analysis
  • Equity story narrative drafting
  • Data room curation support
  • Vendor diligence prep packs
  • Management presentation drafts
  • Process-letter benchmarking
  • Post-LOI Q&A response support

CONFIDENTIALITY, INTEGRATION & ENGAGEMENT

Practical answers on confidentiality, integration and fees.

Engagements typically begin with a single mandate or portfolio book before scaling firm-wide – so confidentiality controls and CRM integration are proven before any expansion.

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How do agents respect deal confidentiality?
NDA on the engagement letter, dedicated team with no cross-engagement conflict on any active mandate, segregated work environments and full audit trail. Sensitive names can be tokenised. We do not train any external model on your data. For sponsor-side confidentiality at the firm level we support information barriers across mandates.
Do agents handle non-English documents (LATAM, ASEAN)?
Yes. Active coverage across Spanish, Portuguese (Brazil), Mandarin, Bahasa Indonesia, Vietnamese, Thai, Japanese, Korean, French, German, Arabic and Hindi. Agents read native filings, regulatory documents and press – we don't rely on auto-translate of summary feeds.
How does ABI integrate with portfolio company stacks?
Read-only integration with the portfolio company's reporting stack – Looker, Tableau, NetSuite, Salesforce, HubSpot, Mixpanel and similar. KPIs flow into a sponsor-side dashboard. We never write back into the portco environment and the data stays segregated per company.
Can ABI work alongside our existing CRM (Affinity, DealCloud)?
Yes – native integration with Affinity and DealCloud, also Salesforce, Notion and bespoke pipeline tools. Agents read from and write back to your existing pipeline records. We don't ask the deal team to switch tools or maintain a parallel system.
How do you charge?
Engagement-based. Fees are scoped per mandate or per workflow based on coverage breadth, depth of analysis and turnaround required – we share a draft scope and fee range within one business day of an initial conversation. No usage-based pricing surprises.

Run a 4-week pilot on one PE/VC workflow.

Pick the workflow with the most leverage – sourcing, diligence acceleration, portfolio monitoring or exit prep. We scope, build and live-trial in four weeks. Measured uplift or clean walk-away.

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BOOK A DISCOVERY CALL

Tell us about your firm's workflow.

60-minute call. Walk us through your sourcing engine, diligence process or portfolio review cadence and the analyst pain points. We come back within 48 hours with a 4-week pilot proposal scoped to one workflow.

No NDA required for the scoping conversation
Pilot proposal within 48 hours of the call
4-week pilot with measurable success metrics – clean walk-away if it doesn't deliver

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