- Where it gets stuck
- Sell-side advisers, banks and brokers send teasers and confidential information memorandums every week. Someone has to read each one, check it against the fund’s sector, size, geography and ownership criteria, log it in the CRM and reply to the adviser, and the deals that fit wait like the ones that do not until a partner finds an evening.
- What the workflow does
- Each teaser or memorandum arriving in the deals inbox is read against the investment criteria your partners wrote down, and a one-page screening note is prepared: what the business does, how it fits or misses each criterion, the figures stated by the adviser with their page, and the questions to ask. The deal is logged in DealCloud, Affinity or Salesforce with its source. A polite decline or a request for more information is drafted for the adviser, and the deal team decides what goes further; nothing goes back to the adviser without their approval.
AI for private equity
Thirty teasers came in this month, and the deal team has read six of them properly.
We screen each teaser against your investment criteria, chase late portfolio company reports and draft the LP report, and a partner approves every output before it leaves Outlook.
Three jobs around the investment decision still run by hand in most private equity firms: screening the deal flow intermediaries send, collecting and consolidating the monthly reporting of portfolio companies, and preparing the quarterly report and answers to limited partners. AI Jungle installs these workflows in your CRM, your portfolio monitoring tool and Outlook, nothing reaches an intermediary, a portfolio company or an LP without a partner’s approval, no deal document is pasted into a public chat tool, and investment decisions, valuations and everything sent to LPs stay with your partners and investor relations.
Today
- Teaser from a sell-side adviserRead on a Sunday, against criteria that live in the partners’ headsTwenty-four still unread
- Monthly portfolio reportingThree portfolio company CFOs late, each pack in its own Excel layoutBoard pack waiting
- Quarterly LP reportCommentary per company rebuilt from board minutes and emailsInvestor relations’ fortnight
With the workflow
- Screening noteSector, size, geography and ownership checked against the fund’s criteria, with the questions to ask the adviserDeal team decides whether to go further
- Portfolio packKPIs collected in your template, late senders chased, variances against budget and last year flagged per companyOperating partner reviews
- LP report draftCompany updates and fund highlights drafted from the quarter’s packs and board notes, each linked to its sourcePartner and investor relations approve
Where can AI save a private equity deal team time each week?
Each comes back with every teaser, every month-end or every quarter, relies on documents the firm already holds and ends with a decision by a partner, the operating team or investor relations.
Teasers pile up faster than the deal team can read them
Monthly reporting arrives late, in a different layout from every company
- Where it gets stuck
- Each portfolio company CFO sends the monthly pack in their own format, some on day ten, some after two reminders. An associate re-keys the KPIs into the fund’s template, checks them against budget and last year, and the partners see the consolidated view just before the board meetings.
- What the workflow does
- The fund’s reporting template goes out with a reminder ahead of each deadline, and late senders get a follow-up drafted in the firm’s tone. As packs arrive, the KPIs are mapped into your template or your portfolio monitoring tool, variances against budget and last year are flagged per company with the page they come from, and a consolidated summary is prepared for the partners. The operating partner approves the reminders and the summary, and nothing is posted to the companies’ own books.
The quarterly LP report takes investor relations two weeks
- Where it gets stuck
- Each quarter, investor relations rebuilds a page per portfolio company from board minutes, monthly packs and emails, then answers the same LP questions about each company, the pipeline and fund activity one email at a time.
- What the workflow does
- A first draft of the company updates and fund highlights is prepared from the quarter’s portfolio packs, board notes and the deal log, in the layout of your last report, with each statement linked to its source. Recurring LP questions are answered from the approved report and earlier answers, and anything new is flagged for the partner. Valuations and fund figures come from your own process and your fund administrator, never from the workflow, and the partner and investor relations approve every word before it reaches an LP.
Which flow should you start with?
Three questions take about a minute, and the answer points to one of the moments above, or to a smaller step when a workflow would be too much.
Answer the three questions to see where to start.
This is an exercise: nothing is sent when you use this selector.
Do we have to change our CRM or portfolio monitoring tool?
No. The workflow reads the CRM, the portfolio monitoring tool, the deals inbox and the documents your firm already keeps, prepares a note, a pack or a draft and puts it back where your team works, once a partner has approved it.
- A teaser, a deadline or a quarter-end arrivesA memorandum in the deals inbox, a monthly reporting date, the LP report due.
- The documents are readTeaser or memorandum, the fund’s criteria, portfolio packs and board notes, within the access you allow.
- A note, pack or draft is preparedScreening note, consolidated portfolio summary or LP report draft, each point linked to its source.
- A partner decidesYour edits stay inside your firm’s own deployment, so the next draft starts closer to what the partners would have written.
- Back into your toolsThe deal is logged in the CRM, reminders leave from Outlook and the report goes to investor relations.
- Outlook
- Microsoft Teams
- DealCloud
- Affinity
- Salesforce
- Chronograph
- iLEVEL
- Datasite
- SharePoint
- Excel
Three conditions before anything acts
Your existing tools
The workflow runs inside the tools you already pay for, with the access rights they already have, so the team keeps its usual screens.
A named person approves
Every draft waits for a named person. Nothing goes out in the firm’s name without that approval, and exceptions go back to a human.
Every step leaves a trace
Sources, drafts, corrections and approvals are recorded, so you can see why an output was prepared and improve the next one.
The path from here: three steps
The free Leverage Scorecard
You fill it in online, without a call. The result shows at once, and only the detailed report asks for a work email.
A 30-minute call
You tell Loïc Guyon, the founder, where the time goes, and together you see whether a workflow is worth testing.
The Leverage Assessment, $999, excluding tax
A review of where you stand today and where AI can help, in two 45-minute sessions with a written report between them. If it is useful, we test one or two workflows on your own examples, anonymised or invented when the data is sensitive. The fee is deducted in full if you continue to a build, with no obligation to build. It is invoiced by AI Jungle LLC, a US company.
Looking for a specific product?
PitstopThe shared workspace for deals, portfolio companies, sources and decisions, so the history of a deal or a company is readable without asking the partner who led it.Discover Pitstop →Managed AI agent serviceWe build, run and maintain one defined workflow, such as deal flow screening, with named approvers, a written scope and handover notes.See the managed service →
Before you decide, your deal team marks our work on teasers it has already screened
AI outreach case study: Asia-Connect. In 3 months of production use: 755 executives contacted, a 24% reply rate, 139 qualified meetings booked, 90 of them held, and 0 messages sent without the partner’s approval.
“In the last three months, the agent helped me to book more than 90 qualified meetings with executives I would never have had time to reach, and I approved every single message before it went out. It works while I am in meetings.”
During the Assessment we screen a batch of teasers your team has already decided on: you send them with the fund’s written investment criteria, under a confidentiality agreement signed first and within what each non-disclosure agreement allows, or with target names replaced by codes. We return a screening note for each and the decision we would have suggested. Your deal team marks each note right, missed or wrong in about an hour, and you keep that result whether or not you go ahead. Approval works the same way in production: at Asia-Connect, an executive search firm, the partner approved every message before it went out. Read the case study
Questions private equity partners ask before a call
Which private equity firms is this for?
Lower and mid-market private equity firms, growth equity funds and independent sponsors, where partners and a small deal team screen deal flow, follow the portfolio and prepare LP reporting themselves. The workflows cover that work around the investment decision, never the decision itself.
Where do deal documents and portfolio data go?
Teasers and memorandums come under non-disclosure agreements, portfolio data is confidential and LP agreements often add their own terms, so access is set deal by deal and fund by fund, and processing stays in the European Union whenever those agreements or your LPs require it. No deal document is pasted into a public chat tool. Where an agreement forbids a third party from reading a document, that step stays manual.
- Your data is hosted in Germany, on Hetzner, and none of it is used to train a model.
- If you have a constraint such as professional secrecy, sensitive data or a contractual requirement, processing stays in the European Union; otherwise we choose, for each task, the model with the best price-to-intelligence ratio, and you get the provider and the place of processing in writing before it reads anything.
- A data processing agreement is signed before anything is set up or sent, including for the workflows tested during the Assessment, and you receive the written list of the systems that will read your data.
- Your installation is kept separate from every other client’s.
- Everything is yours, your data and everything produced for you: at the end of the contract you receive a full export, then all of it is deleted from our systems.
- A person approves everything before it is sent, and you can refuse any step, which then stays manual.
Our CRM already logs deal flow. What do you add?
Keep it: DealCloud, Affinity or Salesforce hold the pipeline and relationships well. The workflow adds the reading: each teaser checked against your criteria with the figures and their page, the CRM entry filled from it, and the reply to the adviser drafted. On the portfolio side, Chronograph or iLEVEL hold the data once it is in; the workflow chases it, maps each company’s layout to your template and flags variances.
Can you connect our CRM, portfolio monitoring tool and data room?
DealCloud, Affinity and Salesforce offer API access, which the workflow uses with your own access rights, and portfolio monitoring tools usually accept an import in your template. Documents in a data room are read only where the data room’s terms and the NDA allow it, otherwise from what the adviser sends by email. The Assessment lists any step that stays manual before anything is built.
What should we start with?
Usually deal flow screening: it comes back every week, the criteria are already written in your fund documents and a deal team member sees at once whether a note is right. Use the selector on this page, then bring a few recent teasers to a 30-minute call.
Who is responsible for what goes to LPs and portfolio companies?
Your partners, investor relations and the fund manager, as today under your limited partnership agreements and the rules that apply to your firm (the SEC’s rules for registered private fund advisers in the US, the AIFMD in the EU and the UK), which is why nothing reaches an LP, an adviser or a portfolio company unapproved. Valuations and fund figures come from your own process and your fund administrator. Every draft keeps the sources it was built from, and the contract sets out in writing what AI Jungle answers for.
How much does it cost?
The Leverage Assessment costs $999, excluding tax, and the amount is deducted in full if you continue to a build. It is invoiced by AI Jungle LLC, a US company. The Leverage Scorecard is free, and the full path is described above.
In 30 minutes, we pick the teasers we will screen in the Assessment.
If you book the Assessment, you send a few teasers your team has already decided on and the fund’s investment criteria, within what each NDA allows or with names replaced by codes, under a confidentiality agreement signed first. By the end of the call you know what to send and when you get the result back.