Private-data AI for Private Equity workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate co-investments work without giving up control of sensitive data.
Your AI-powered co-investments assistant
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Understanding the challenge and providing AI-powered solutions
LP appetite for co-investments keeps rising, yet deal teams still track allocations and rights manually, creating conflicts and slow responses to GP opportunities.
Centralizes co-investment pipeline, tracks rights, models fee and carry impacts, and packages proposals for investment committees fast.
How Co-Investment Manager transforms your co-investments operations and delivers measurable value
Logs MFN, first-look, and allocation rights by fund so teams know which deals to pursue.
Calculates fee, carry, and dilution impacts under multiple structures.
Produces diligence summaries, timelines, and capital schedules for rapid approvals.
Connect the systems your team already runs, keep data in your environment, and bring governed AI into daily operations without a ground-up rebuild.
Give business teams a governed way to interact with documents, records, and workflow context. Co-Investment Manager keeps the interface simple while preserving traceability, permissions, and deployment controls.
"What drove our co-investments performance last quarter?"
Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.
Ask follow-up questions, trace answers back to source material, and review outputs with clear provenance.
Extract signals from files, correspondence, and enterprise records while keeping metadata and business context intact.
Turn findings into reports, approvals, or next-step workflows without losing ownership of the process.
Retain operational context, security boundaries, and team-specific conventions across each workflow.
Deploy governed automation for Private Equity teams without moving sensitive data outside your environment
Bring evidence-linked automation to co-investment head workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to chief investment officer workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to portfolio manager workflows with deployment patterns designed for sensitive data and human review.
See how Co-Investment Manager fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your co-investments team
A tailored walkthrough mapping Co-Investment Manager to your live workflows.
We map the real workflow, stakeholders, and source systems behind your deployment before configuration begins.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.