Deal WorkDocument ProcessingResearch
Deal Memo Assistant for Mid-Market PE
Nordic Capital Partners · Private equity firm (€500M AUM)
See more solutions for Private Equity →40%
reduction in time-to-IC
3x
more deals screened per analyst
100%
citation compliance (audit requirement)
The Challenge
Analysts spent 60% of their time on research compilation and first-draft writing instead of analysis. Deal memo quality varied significantly between team members, and junior analysts often missed key risk factors.
The Solution
- Built secure deal memo drafting assistant with firm-specific templates
- Integrated market research aggregation from approved data sources
- Created automated risk flagging based on historical deal patterns
- Implemented citation tracking to prevent hallucinations
“Our analysts now spend their time on what matters—finding insights and building conviction—not compiling data.