Case Study: AI-Powered Pre-Deal Investment Analysis for a Private Equity Firm

Client Overview:

Our client is a Private Equity capital firm based in the United States, actively evaluating multiple investment opportunities across the mid-market segment. With a lean in-house team and a high volume of incoming pitches, they sought external support to streamline their pre-deal screening process with both speed and insight.

Challenge:

The firm was looking for an AI-driven model that could quickly process incoming investment decks and financials, apply professional judgment, and provide a first-layer recommendation — all while maintaining the nuanced evaluation standards expected in PE decision-making.

Our Solution:

We partnered closely with the client to design and implement a dynamic pre-deal analysis model, enhanced with AI components and tailored to their investment philosophy. Our approach included:

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• Designing a structured evaluation framework to ingest pitch decks, CIMs, and summary financials

• Integrating AI-assisted analysis to highlight red flags, risk indicators, and sector-specific metrics

• Applying deep professional judgment for each deal, drawing from real-world business context and industry benchmarks

• Providing a short investment memo with primary recommendations based on financial health, business model soundness, and strategic fit

• Ensuring quick turnaround (often within 24–48 hours), enabling the client to prioritize promising opportunities faster

Impact Delivered:

• The client reduced initial screening time by over 60%

• Consistency improved across early-stage evaluations with a common model-driven structure

• The AI-powered model became a key internal tool to support rapid deal triage

• Our business-understanding-centric analysis helped eliminate unsuitable pitches early, saving internal bandwidth