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AI agent for property and private equity investmentAI agent for property and private equity investment

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In private markets, investment managers face barriers to the location, extraction and synthesis of relevant data.
This limits their efficiency and keeps their costs for analysis and portfolio management much higher than those prevailing in public marketsIn private markets, investment managers face barriers to the location, extraction and synthesis of relevant data.This limits their efficiency and keeps their costs for analysis and portfolio management much higher than those prevailing in public markets

  1. The heterogeneity and dispersion of the data forces investment managers to follow slow, manual processesThe heterogeneity and dispersion of the necessary data confine investment managers to slow, manual processes
  2. Since the information is not publically available, it is not included in the training corpora of ChatGPT, Grok, Claude or GeminiSince the information is not publicly available, it is not included in the training corpora of ChatGPT, Grok, Claude or Gemini
The solution: The solution:

An AI agent that integrates your proprietary and external sources, investment theses, risk criteria
and playbooks to automate analytical tasks with the most advanced artificial intelligenceAn AI agent that integrates your proprietary and external sources, investment theses, risk criteriaand playbooks to automate analytical tasks with the most advanced artificial intelligence

All the models we work with passed the demanding CFA exam years ago; the task now is to feed them relevant,
reliable information about the investment dealsAll the models we work with passed the demanding CFA exam years ago; the task now is to feed them relevant, reliable information about the investment deals

The result:

"Some GPs report productivity gains of 30-40% in analyst-intensive tasks"

McKinsey & Co. - Global Private Markets Report 2026

The biggest productivity gains come in due diligence, followed by origination and reporting

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Analyse more deals. Minimise the grunt work

Searching for, extracting and cross-checking information manually involves many hours of work every week

Origination

Filters teasers, transcripts and records to turn noise into signal

Due diligence

Cross-checks information to spot risks, inconsistencies and red flags

Reporting

Extracts data from various sources for reports to LPs or regulators

Administration

Drafts memoranda, reports, minutes, contracts and guides

  1. The agent extracts specific data in seconds, not minutes
  2. Combines, cross-checks and synthesises internal and external information
  3. Produces drafts with verifiable, auditable sources