Private Equity & AI Planning Solutions

Are you stuck with these complexities in Private Equity Operations?

Private Equity firms face mounting challenges—capital raising at 7-year lows, fee pressure, high valuations, time-intensive deal screening, inconsistent data, reactive monitoring, and 4,000+ exits in backlog. Traditional approaches slow critical decisions.

Our solution goes beyond surface reporting. We use connected planning, AI-driven analytics, and advanced modeling to give fund managers a unified view of performance, risk, and exit readiness—including fraud detection—enabling faster, smarter decisions across the fund lifecycle.

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Private Equity Planning Solutions

We streamline your fund operations with precision planning, smarter modelling, and transparent execution

Fundraising, Deal Planning & Capital Allocation

Plan how much money the fund should raise, map out investments across deals and portfolio companies, and ensure capital is available at the right time for new opportunities.

Set fundraising targets for each period, integrating actuals to create rolling forecasts.
Develop a detailed strategy for sourcing and closing deals in line with the fund’s investment goals.
Forecast capital availability after fees and commitments, optimize capital deployment, & pace capital calls throughout the fund’s life.

Exits Planning & Waterfall Modelling

Strategize exits to maximize returns and use waterfall models to split profits fairly between investors and fund managers.

Forecast exit timelines versus planned strategies.
Model LP-GP distributions at both fund and deal levels (European & American waterfalls).
Calculate carried interest (both realized from distributions and unrealized from portfolio valuations), providing accurate, automated distributions.

Management Company Revenue & Expense Planning

Run the management company efficiently with clear forecasts of income and expenses across all departments and activities.

Project management and advisory fees, accounting for different AUM basis and fund lifecycle stages.
Forecast other income streams: advisory, closing fees, cost recoveries.
Plan and allocate all expenses at department, fund, and GL level, ensuring financial stability.

Long Range Planning, Budgeting & Forecasting

Build robust long-term plans and budgets, testing different scenarios to stay prepared for market changes and opportunities.

Create long-range plans (LRPs), annual budgets, and rolling forecasts.
Use scenario analysis to evaluate various exit multiples, timings, and the impact on returns and liquidity.
Adjust strategies dynamically based on changes in market, acquisitions, or exits—stress-testing every plan for better outcomes.

Consolidated Reporting and Insights

Centralize all reporting and analytics for management, investor visibility, and carry tracking.

Consolidate management reporting with actuals, budgets, and forecasts for fundraising, deals, and exits.
Centralize portfolio company financials; track performance and fund returns (IRR, MoIC) with cross-sectional analysis.
Deliver investor-ready reporting (IRR, MOIC, NAV, capital calls, distributions); track commitments and carry for each GP.

Transform your fund operations with AI-powered insights across the entire investment lifecycle-from deal sourcing to exit strategy.

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AI-Powered Solutions for Private Equity

We streamline your fund operations with precision planning, smarter modelling, and transparent execution

Deal Sourcing

Find better deals faster with AI that spots emerging themes, scores opportunities, and surfaces high-potential targets before your competitors.

Theme Radar (NLP): Identify emerging market trends by analyzing filings, news, and earnings calls in real time.
AI-Lead Scoring: Automatically rank acquisition targets based on your firm's historical investment patterns.
Autonomous Deal Finder: Proactively discover investment opportunities using market intelligence and deal data.

Vetting Process & Risk Analysis

Reduce due diligence time and remove blind spots with AI that analyzes data rooms, highlights risks, and reveals issues overlooked by manual reviews.

External Risk Fusion: Integrate sanctions, regulatory feeds, and compliance data for complete risk profiles.
Doc Red-Flag Finder: Identify red flags in contracts, legal documents, and policies instantly.
Full-Auto DD Analysis: Process data rooms to catch hidden risks across thousands of documents.

Portfolio Operations & Value Creation

Drive operational excellence across your portfolio with AI that forecasts cash, optimizes resources, and prevents costly downtime.

Cash Flow Bot: Build rolling 13-week forecasts automatically from AR/AP, bank data, and actuals.
AI Scheduling: Improve resource allocation and streamline task scheduling across portfolio companies.
Predictive Maintenance: Analyze and foresee potential equipment failures to reduce costly downtimes.

Risk, ESG & Exit Planning

Maximize exit multiples and meet ESG requirements with AI that automates compliance, detects incidents early, and times exits perfectly.

ESG Auto-Score: Streamline ESG data collection and compliance reporting throughout your portfolio.
Incident Early-Warning: Identify operational incidents prior to escalation through real-time telemetry assessments.
Exit Timing Optimization: Identify optimal exit windows using market data to maximize returns.

Most PE firms struggle with disconnected systems-one tool for deal screening, another for due diligence, spreadsheets for portfolio tracking. We've integrated all these AI use cases into a 1 platform.

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