Tripled Investment Committee Prep Depth for a Mid-Market PE Firm
A mid-market private equity firm with more than 1,000 prior opportunities and outcomes on record, looking to make investment committee prep consistent across every deal.
What they were dealing with
Investment committee prep quality depended on whichever reviewer happened to pick up the deal: their bandwidth that week, their memory of past transactions, and their personal analytical priorities. Two deals of the same size could get very different levels of scrutiny.
The firm had more than a thousand past opportunities with known outcomes, but that institutional history lived in people's heads and old decks. New analysis rarely benchmarked against it in any systematic way.
Senior managing directors carried the firm's real underwriting judgment, but that judgment only showed up when they were personally in the room. The firm wanted that perspective applied to every deal, not just the ones a senior MD had time to dig into.
The solution
An investment committee insights engine that encodes the decision-making of six senior managing directors into queryable AI personas, built through structured interviews
A knowledge base integrating the firm's IC decks, deal metadata, and historical outcomes into one searchable layer
Firm-specific devil's advocate challenges generated for each deal, surfacing the objections a senior MD would raise
Automatic surfacing of comparable past opportunities, so every new deal is benchmarked against the firm's own track record
Metric benchmarking against internal history before each committee meeting, giving the team a consistent depth of prep regardless of who staffed the deal
A phased build, starting with the six-persona encoding and expanding the knowledge base over the engagement
The impact
5x
More analytical angles surfaced per deal
6
Senior MD decision personas encoded in phase one
1,000+
Past deals made available for instant benchmarking
Every deal
Receives senior-level prep depth, not just the ones an MD has time for
Want results like these?
Let's talk about what we can build for your team.