Private equity · Private equity AI
AI Due Diligence Software for Private Equity
Built by Agentic Factory for investment teams: DealTeam AI agents research, screen and track targets, then draft the IC summary, with every finding linked to its source and reviewed by your team.
A diligence workflow where agents prepare the groundwork and your team spends its hours on judgement.
- 01
Research target
- 02
Screen against playbook
- 03
Review evidence
- 04
Draft IC summary
The private equity investment case
What should private equity firms look for in AI due diligence software?
Most diligence tools add a chatbot on top of documents. DealTeam AI, our agentic private equity product, gives your deal team agents that research companies, track signals, analyse a deal against your playbook and draft an IC summary, with every answer linked to its source.
Look for agents that work inside your investment process, not generic document chat. That means your own criteria and formulas, source-linked evidence, continuous monitoring of targets and human review before anything reaches the investment committee. We configure DealTeam AI around your playbook and connect it to the systems you already use.
- A focused first project
- One live deal or a shortlist of targets, assessed against your playbook with the deal team reviewing every output.
- Who we work with
- A deal partner and the analysts running the process.
The problem
Where the investment thesis meets operational friction
Analysts rebuild the same company research for every process.
Findings sit across notes, emails and data room folders.
Checking a deal against the fund's criteria is manual and inconsistent.
IC memos take days of formatting before any thinking.
Our agentic private equity product
DealTeam AI: your own army of diligence agents
DealTeam AI is the agentic platform we built for private equity. Agents tailor-made for your firm research, screen and track companies, analyse a deal against your playbook and draft the IC summary. Every answer is backed by sources, and your team reviews every step.
- Research any target, with source-linked evidence
- Screen deals against your own investment formulas
- Track companies and alert on leadership or market changes
- Analyse a deal against your playbook
- Draft the IC summary for your review
What we build with your team
Agentic diligence workspace
Target research agent
Gathers company, ownership, leadership and market information into one profile, with sources your team can check.
Playbook assessment
Scores a deal against your investment criteria and formulas, and explains which evidence drives each score.
Signal tracking
Monitors targets for leadership changes, strategic reviews and market events while the process runs.
IC summary drafting
Prepares a first draft of the investment committee summary from reviewed findings, ready for the deal lead to edit.
Example workflow
Before and after
Today
Research rebuilt manually per deal
Criteria checked in spreadsheets
Memo drafted from scattered notes
With Agentic Factory
Agents prepare source-linked profiles
Deals assessed against your playbook
IC draft ready for review
Systems and access
- Virtual data room exports and management materials
- Your CRM or DealTeam AI pipeline
- Market, company and news sources
- Internal investment memos and playbooks
Human approval
- Deal leads approve every conclusion that reaches the investment committee.
- Analysts review source-linked evidence before it is used.
- Access to confidential material follows the deal team's permissions.
Metrics to track
- Analyst hours per process
- Time from first look to IC
- Share of findings with linked sources
- Targets screened per week
Our process
From opportunity to measured result
We start with your playbook and a live deal or shortlist. We configure DealTeam AI agents for research, screening and tracking, connect the sources your team is permitted to use, and agree review points. Your analysts check every output during the first process. We measure hours and time to IC, then extend the workflow to the wider pipeline.
- 01
Assess
- 02
Prioritize
- 03
Build
- 04
Integrate
- 05
Launch
- 06
Measure
Start with your workflow, system constraints and value creation priorities.
Book a DD call
Share your deal needs. We follow up.
Tell us about the target, your timing and what diligence must answer. A partner reviews every request and comes back within two business days with a suggested scope.
- Treated as confidential
- No obligation, no generic pitch
- Scope fitted to your IC timetable
Questions
AI Due Diligence Software for Private Equity: FAQs
What is DealTeam AI?+
DealTeam AI is the agentic platform for private equity built by Agentic Factory. Agents tailor-made for your firm automate research, screening and tracking, and can replace or sit alongside your CRM.
Is this a chatbot on our documents?+
No. Agents run defined diligence tasks inside your investment process and keep working between team reviews. You can also ask questions, and answers are backed by sources.
Does AI make the investment decision?+
No. Agents prepare evidence and drafts. Your deal team reviews every output and makes every decision.
Can it use our own criteria?+
Yes. We configure the assessment around your investment playbook and formulas rather than a generic scoring model.
How do we start?+
Book a call. We look at a live deal or a target list and agree a focused first scope.
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Put a real workflow on the table.
See DealTeam AI on your next deal. We’ll discuss fit, priorities and a sensible first scope.