For private equity funds & independent sponsors
See more deals. Spend your hours on the right ones.
Analyst3 builds AI agents that take on the repeatable work of investing – proprietary origination and add-on sourcing, inbound screening, diligence synthesis and IC drafting, and the portfolio and LP reporting in between – as governed workflows your firm owns, so your deal team spends its time on judgment, relationships and the deals worth winning.
The opportunity
More coverage, not more associates.
Most deal teams see a fraction of the companies that fit their thesis, and spend much of their week on the work around the deals – building lists, reading CIMs that were never a fit, chasing data rooms, assembling IC packs and portfolio reporting. Analyst3 builds AI agents that take that work on, on the tools you already use, so a lean team covers its markets like a bigger one. You own the code and your data stays yours.
Where we create leverage
The repeatable work of running a fund.
The workflows AI agents take on across your investment lifecycle, stage by stage. Your audit picks the first two.
Sourcing & origination
Find the companies before the banker does.
- Market mapping & thesis research
- Target profiles against your criteria
- Proprietary owner outreach
- Add-on sourcing for portfolio companies
- Conference & event follow-up
- Target monitoring & trigger alerts
- Intermediary & banker coverage
Screening & evaluation
Say no faster, and yes with conviction.
- Inbound CIM & teaser screening
- Company research & profiles
- Preliminary financial analysis
- Valuation & comparable transactions
- Management meeting preparation
- IC memo drafting
Diligence & execution
Keep the deal moving to close.
- Data room review & synthesis
- Request list management
- Diligence Q&A tracking
- Third-party report & expert call synthesis
- NDA, IOI & LOI drafting support
- Closing checklist coordination
Portfolio & value creation
See every company clearly.
- Portfolio KPI collection & reporting
- Variance analysis & commentary
- Value-creation plan tracking
- Workflow automation inside portfolio companies
Fund, IR & firm operations
Run the firm without the busywork.
- CRM enrichment & hygiene
- Meeting capture & follow-up
- Inbox triage & scheduling
- LP data requests & DDQs
- Fundraising materials support
- LP & compliance reporting
For independent sponsors
A fund's coverage, without a fund's team.
Independent sponsors run on a lean team and deal-by-deal capital, and every hour spent on a deal that dies goes unpaid. AI agents give you the origination desk, screening capacity and diligence support of a funded platform – so you see more proprietary deals, cut the dead ones early, and arrive in front of capital partners with a sharper package.
Proprietary deal flow
Thesis-driven owner outreach that runs every week behind your own brand.
Faster kills
Inbound opportunities screened against your criteria before you spend a weekend on them.
Capital-ready packages
Diligence synthesis and investment memos drafted for review, ready for your capital partners.
In the field
What the workflows delivered for investors.
Private equity origination
The sourcing desk the fund never had to hire
Agents defined the markets, researched 904 owners and ran outreach behind a lower-middle-market fund's own brand – about 330 hours of sourcing work absorbed in ten weeks.
- 904
- owners researched
- 5
- markets
- ~330h
- absorbed
PE-backed acquirers
The capacity of a bigger team, without the hires
Buy-side and bolt-on searches for PE-backed acquirers – five times as many running at once, with no added headcount.
- 5x
- searches at once
- 0
- added headcount
- Nonstop
- follow-up
Recommended entry point
Begin with one coverage workflow and one capacity workflow – for example, proprietary outreach in a single thesis plus inbound CIM screening against your criteria. Set baselines before launch, then measure coverage, turnaround time and hours returned after 90 days.
What remains human-led
- Investment theses and criteria
- Relationships with owners, management and intermediaries
- Valuation conclusions and the decision to invest
- Investment committee judgment and votes
- Approval of external communications
- Legal, regulatory and fiduciary decisions
- What goes to your LPs and capital partners
Governance
Built for fund, deal and LP data.
Fund, portfolio and LP information is among the most sensitive data a firm holds. Every workflow runs inside your environment with permissions aligned to fund, deal and team boundaries.
- Permissions aligned to fund, deal and team boundaries
- You own your data and the work product outright
- Documented data sources and retention rules
- Human review before anything reaches an owner, banker or LP
- Every agent action logged and auditable
- Evaluation against historical deals before production use
AI in Private Equity
Implementation Guide
Free guide: AI in private equity
When to start, what to weigh, and the mistakes to avoid – with a ten-question readiness check for funds and independent sponsors.
Request a workflow audit for your investment team.
We map where the hours go across sourcing, screening, diligence and reporting, and rank what AI should take first.