Private Equity
AI-Driven Investment Memo Acceleration for a PE Secondary Transaction
AI accelerated a PE fund’s secondary investment memo from weeks to 24 hours, automating market intelligence, competitive analysis, and IM drafting to deliver a sharper, defensible thesis while saving 50–70 analyst hours.
How our AI-powered research & IM automation enabled a PE fund to complete a data-dense investment memo in days
24-Hour Turnaround
A process that typically takes 4–5 weeks was compressed into one working day, enabling the PE team to move to IC ahead of schedule.
Sharper Investment Thesis
AI-driven triangulation produced a more defensible thesis around market fragmentation, platform differentiation, and unit-economic repeatability.
50–70 Analyst Hours Saved
Automated market analysis, competitor mapping, and narrative creation replaced the bulk of manual desk research.
The challenge
Fragmented industry data across 30,000+ agencies made market sizing and competitive mapping slow and manual.
Lack of structured operational datasets (caregiver supply, retention, matching engine, LTCI reimbursement dynamics).
Heavy primary-research lift required to validate unit economics, hub-and-spoke expansion model, and LTV:CAC flywheel.
Traditional IM creation involved 60–80 hours of analyst time across slides, synthesis, and narrative drafting.
Our solution
Structured the $35B+ private-pay market, growth drivers, demographic tailwinds, and fragmentation using automated multi-source synthesis.
Auto-generated competitive landscape, top-down + bottom-up TAM sizing, and regional penetration mapping.
Produced a complete investment thesis, business model articulation, and financial performance narrative.
Auto-drafted slides with structured arguments, citations, and PE-grade phrasing
