35 tools
Agents
CRM
Data
Diligence
V7 GoAI document agents▶ 2 videos
KeyeAI due diligence for PE
DatasiteVirtual data rooms with AI▶ 3 videos
DealRoom (M&A)M&A diligence platform▶ 3 videos
AnsaradaData rooms▶ 3 videos
KiraContract analysis (Litera)▶ 1 video
LuminanceAI legal document review▶ 3 videos
HarveyAI for legal and professional services▶ 3 videosFund admin
Meeting notes
Modeling
Portfolio monitoring
Research
Sourcing
16 use cases
Falcon Investment Advisors turns 70-page CIMs into signed-off financial summaries with a Claude skill in Cowork
Falcon Investment Advisors uses a Claude skill in Cowork to turn 70-page CIMs into a templated financial summary. Claude proposes each figure, the ...
Claudecentrilogic.com · Sep 2026IR teams get AI-enriched LP prospecting from Juniper Square and Nasdaq eVestment
Capital Intelligence combines eVestment allocator data with a GP's own CRM to enrich investor relationships and surface new prospects for fundraisi...
Juniper Squarejunipersquare.com · Sep 2026Hg extends Anthropic partnership to take agents across its portfolio
Hg, which runs a 100+ person AI engineering group (Hg Catalyst), is expanding its Anthropic collaboration to deploy agentic capabilities across its...
Claudehgcapital.com · Sep 2026Ethos Capital's 'Petra' agent runs the first pass on every deal
Boston PE firm Ethos Capital spent about five years building Petra, an assistant trained on 50,000+ sources including every deck the firm has done ...
Ethos Capital uses its agent for first-pass legal risk research
Managing partner Fadi Chehadé says Petra answered roughly 90% of his questions on a target's legal risks in minutes, work that would have gone to a...
Juniper Square's agent checks the fund administrator's work
An oversight agent reviews fund-admin deliverables for GPs, flagging discrepancies before reports go to LPs. It targets a job most mid-size manager...
Juniper Squarejunipersquare.com · Jul 2026Agentic capital calls: allocations, notices and remittances with human sign-off
Allvue lays out agents coordinating each step of a capital call (allocation math, notice generation, LP communications, remittance tracking) across...
Allvueallvuesystems.com · Jul 2026An agent for PE operating partners tracking portfolio KPIs
Maestro's Maia agent answers portfolio-ops questions over collected company data and flags variance against the value-creation plan, aiming to turn...
Blackstone embeds ~50 applied-AI engineers with its deal teams
Business Insider profiles Blackstone's applied AI engineers, who sit with investment teams to prototype deal tools and build firmwide products like...
Claude skills chain for deals
A chain of four Claude skills that covers a deal end to end: a pass/fail screening memo from the CIM, a sector-specific diligence checklist, data-r...
Claudeclaudecodehq.com · Jun 2026Accordion's PE AI adoption benchmark
A benchmark of where PE sponsors and their portfolio-company CFOs actually use AI, finance function by function. Useful for operating partners sett...
MD workflow for IC memos with Claude
A managing director's workflow for IC memos with Claude: feed it your own thesis notes, structure the thesis and risks, generate the 12 to 15 quest...
Claudetheleveragedyears.com · May 2026Ardian rolls Claude Skills across its buyout investment cycle
Ardian ($200B AUM) formed a cross-functional AI taskforce that mapped 12 priority use cases across sourcing, diligence and portfolio monitoring. By...
Claudejakala.com · 2026PE firm cuts diligence enrichment from two weeks to five minutes
Analysts upload an Excel list of targets and a chain of models extracts web info, classifies verticals, checks sustainability rules pulled from Sha...
$750B+ AUM PE firm cuts CIM screening from 4 hours to 1.5
A global PE firm with more than $750B in AUM cut first-pass CIM review from about four hours to 1.5 by having Claude draft structured summaries tha...
Claudetresvista.comMid-market PE firm runs four agents
A mid-market PE firm deployed four connected agents for teaser triage, CIM-to-Excel extraction, divestiture scanning of SEC filings and data-room s...