AI infrastructure for private equity firms and portfolio companies
Dealsight helps investment teams and portfolio companies automate sourcing, research, financial modelling, diligence, and operational workflows using agentic AI.
Built for the private equity workflow
Private equity teams work across fragmented data, documents, models, expert calls, CRM systems, and portfolio company processes. Dealsight turns those workflows into structured AI enabled operating systems.
Proprietary deal origination
Identify, screen, and prioritise off market companies using structured sector theses, ownership data, company signals, and investor defined criteria.
Investment workflow automation
Automate repetitive research, memo drafting, market mapping, model support, and diligence preparation while keeping investment professionals in control.
Portfolio company value creation
Map operational workflows across portfolio companies and deploy AI agents to reduce manual work, improve reporting, and accelerate execution.
From fragmented workstreams to repeatable AI workflows
Curate context
Bring together company data, market research, CRM notes, models, documents, and prior investment knowledge.
Structure workflows
Convert recurring investment and operating processes into repeatable AI assisted workflows.
Run agents
Deploy AI agents across sourcing, research, modelling, diligence, reporting, and operational execution.
Keep human judgement
Maintain review, approval, traceability, and quality control at each critical decision point.
Use cases across the investment lifecycle
Sector mapping
Build structured market maps from public sources, proprietary data, CRM notes, and investment theses.
Target screening
Rank companies based on investor defined criteria such as size, growth, ownership, geography, business model, and strategic fit.
Diligence support
Summarise documents, extract key diligence findings, prepare expert call briefs, and draft investment committee materials.
Financial model support
Assist with model review, assumptions, scenario analysis, and consistency checks.
Portfolio workflow automation
Identify repeatable manual processes in portfolio companies and convert them into AI assisted workflows.
Firm memory
Create a reusable knowledge layer from prior deals, sector work, diligence materials, and portfolio experience.
Designed for institutional private equity
PE native
Built by people who understand investment workflows, IC processes, diligence standards, and portfolio value creation.
Human in the loop
AI agents support the team, but judgement, approvals, and accountability stay with professionals.
Workflow first
Dealsight is not a generic chatbot. It is designed around repeatable investment and operating workflows.
Enterprise minded
Built with data security, permissions, auditability, and deployment flexibility in mind.
Built for sensitive investment environments
Dealsight is designed for workflows involving confidential company information, proprietary theses, financial models, and portfolio company data.
Permissioned access
Role based access and clear control over who can view, use, and approve sensitive workflows.
Traceable outputs
Maintain visibility into sources, assumptions, prompts, and outputs so teams can review the work properly.
Flexible deployment
Support for different deployment models depending on firm requirements, data sensitivity, and operating setup.
Build the AI operating layer for your investment team
Whether you are exploring AI for sourcing, diligence, modelling, or portfolio value creation, Dealsight can help identify the highest value workflows and turn them into practical AI systems.