Deal sourcing and enrichment
Monitor target signals, enrich companies against your thesis, and route ranked opportunities to the right investor.
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Private Equity
AI Automation for Private Equity Firms
Deal flow moves at the speed of your slowest analyst. We change that.
Direct answer
AI agents for private equity
Arkhos Labs builds custom AI agents for private equity firms that accelerate sourcing, diligence, memo preparation, and portfolio reporting while preserving human judgment on investment decisions.
Use cases
Workflows we can own
Diligence research copilots
Ingest data rooms, surface risk areas, extract metrics, and cite every answer back to the source document.
Portfolio reporting normalizers
Convert inconsistent board packs and CFO updates into consistent rollups for operating teams and LP reporting.
Systems
Integrations the agent has to respect
AffinitySalesforceDealCloudMicrosoft 365Google WorkspaceBoxSnowflake
Controls
Where the implementation has to be careful
Source-backed investment support
Agents support sourcing and diligence, but they do not make investment calls or hide uncertainty.
Fund and portfolio boundaries
Data access can be scoped by fund, deal team, portfolio company, or workstream.
Repeatable memo logic
Outputs follow your internal memo shape, not a generic research template.
The reality inside most PE firms
Analysts burn 40% of their week on work that is not judgment: pulling company data from a dozen sources, reformatting memos, reconciling portfolio reports that arrive in different shapes from every company you own.
That is not a talent problem. That is an automation problem.
What we build for PE firms
Deal sourcing agents
Continuously monitor conference attendee lists, industry filings, private-market databases, and news signals. Score and enrich potential targets against your fund thesis. Wake up Monday with a ranked list instead of an empty inbox.
Due diligence research copilots
Ingest a data room and answer the questions you would have asked an associate to chase for three days (customer concentration, margin drift, contract renewal risk) in minutes, with citations back to source documents.
Portfolio reporting normalizers
Every company reports differently. Our agents parse whatever format the CFO sends and produce a consistent, auditable rollup. LP reporting stops being a fire drill.
What this is not
It is not a chatbot. It is not a generic enterprise SaaS seat. It is a custom system, built against your thesis, your data sources, and your internal process, with human-in-the-loop checkpoints wherever a wrong call would cost real money.
Engagement model
- Week 1–2. Deep process mapping. We shadow an analyst and a partner.
- Week 3–6. Build against your highest-leverage workflow.
- Week 7–8. Dry-run alongside your team. No production writes until we are both comfortable.
- Week 9+. Go live. Maintenance and iteration baked into the relationship.
Book a call. Bring a deal you are working on, and we'll show you what our system would have found.
Questions
Answers buyers usually need first
How can AI agents help private equity firms?
AI agents can monitor targets, enrich companies, summarize data rooms, extract diligence risks, normalize portfolio reporting, and prepare first-pass investment memo inputs.
Can AI agents work with data rooms?
Yes. A well-built diligence agent can index a data room, answer specific questions with citations, and flag missing materials without replacing partner judgment.
Where should a PE firm start?
Start with a workflow that is high-volume, document-heavy, and easy to measure, such as diligence question answering or portfolio report normalization.
Proof points
- Designed for source-backed diligence, not generic chat.
- Useful across sourcing, diligence, portfolio operations, and reporting.
- Built to follow each fund's thesis, vocabulary, and approval path.
Related pages
Ready?