Deck & data-room parsing
AI extracts metrics from pitch decks and data rooms straight into Affinity.
Hours saved per deal screened
Use case · By industry
AI for M&A, Private Equity & Investment Banking
Due-diligence and data-room automation, deal-flow parsing into your CRM, and portfolio monitoring — built as secure AI systems for firms where the deal data cannot leak.
AI for dealmaking automates the document- and research-heavy work of M&A, private equity and investment banking: reading and summarising data rooms for due diligence, parsing inbound pitch decks into your CRM, and monitoring portfolio companies — all inside a secure deployment where confidential deal data stays contained.
The problem
Due diligence & data-room analysis
A live deal means a data room full of contracts, financials and disclosures, and a deadline. Junior teams read every document to surface risks, change-of-control clauses, liabilities and inconsistencies — slow, expensive, and easy to miss something at 2am.
We build diligence copilots that ingest the data room into a private knowledge base and let the deal team ask questions across it with citations: flagging risk clauses, reconciling financials, and assembling first-draft diligence summaries. It does not replace the banker’s judgement — it gets them to the judgement faster, on documents that never leave your environment.
- Analysts re-keying metrics from decks and data rooms
- Portfolio KPIs collected by hand each quarter
- Affinity going stale without manual logging
- Deal screening capped by analyst hours
- No single view of relationships across the firm
- Diligence data scattered across tools
The solution
Where automation removes the friction
Portfolio monitoring
Automated KPI collection and alerts across the whole portfolio.
Real-time portfolio visibility
Relationship intelligence
Affinity stays enriched and current without anyone logging activity manually.
Clean pipeline, zero data entry
Deal flow & pitch-deck parsing into your CRM
If analysts are manually entering founder data and funding histories into the CRM, the firm loses speed to execution. We engineer deal-flow automation that monitors your inbox, identifies incoming pitch decks, extracts the core financials and founder data, and writes them into Affinity (or your CRM) as structured fields — so nothing is re-keyed and nothing is missed.
Portfolio monitoring & investment research
Monitoring investments should not require manual web scraping. We track news, executive hires, competitor moves and filings for your portfolio companies and push updates into the CRM. The same research foundation supports market and equity research — ingesting filings and transcripts into a private knowledge base that answers with citations.
Built for the confidentiality the work demands
Everything runs inside an environment you control — your tenancy or a dedicated, isolated instance — with role-based access and an audit trail on every action. Deal and portfolio data never leaves your boundary and never trains a public model.
The results
The commercial impact
Secure
Confidential deal data stays in your environment, never a public model
0 manual entry
Pitch decks & filings parsed into structured CRM fields
24/7
Automated diligence support & portfolio monitoring
Weeks
Typical time to go live, not months
Fixed-price
Scoped to outcomes, ROI agreed up front
Human-in-loop
Review on exceptions, full audit trail
Our approach
From manual to automated
- 01Map the deal workflow
Diligence, deal flow, or portfolio monitoring — we document the documents, data, CRM structure, and the security model the work requires.
- 02Ingest & build securely
Data room or deal data is loaded into a private knowledge base in your environment; copilots and extraction are built on top.
- 03Add monitoring & write-back
AI detects decks and filings, extracts data, writes to your CRM, and tracks portfolio signals — with human review on what matters.
- 04Deploy & refine
Go live with alerts, analytics and audit trails, refining extraction and summaries to your fields and standards.
Why a custom build beats off-the-shelf
- Confidential deal and portfolio data stays in your environment and never trains a public model.
- Diligence copilots answer from the actual data room, with citations — not a generic model.
- Deal-flow extraction tuned to the metrics your firm tracks, written into Affinity or your CRM.
- Every action is logged for an audit trail.
Frequently asked questions
Can AI actually help with M&A due diligence?
Yes — diligence is document-heavy review, which is exactly where a private copilot helps. We ingest the data room into a secure knowledge base so the deal team can ask questions across it with citations, flag risk clauses, and draft summaries faster, without any document leaving your environment.
How is confidential deal data protected?
Everything runs inside your environment — your tenancy or a dedicated, isolated instance — with role-based access and full audit trails. Deal data never leaves your boundary or trains a public model. We work under NDA.
Does the deal-flow automation only work with Affinity?
Affinity is our most common deployment, but the same patterns apply to other deal CRMs. Inbound decks are detected, key metrics and founder details extracted, and the structured data written into the right fields.
Can you monitor our existing portfolio?
Yes — we track news, executive hires, competitor moves and filings for your portfolio companies and push updates into the CRM so nothing is missed.
How long does it take to deploy?
A focused deal-flow or monitoring build goes live in 4–6 weeks; a full diligence copilot depends on data-room volume and security requirements.
What does it cost?
Engagements are fixed-price and scoped to the outcome. Every engagement is fixed-price with ROI targets agreed up front, backed by our 90-day ROI guarantee. Book a discovery call. for a clear price and ROI estimate.
Related use cases & services
Ready to put M&A, PE & Investment Banking AI to work?
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