Private AI for boutique PE & M&A teams
Your next IC memo is already 80% written.
Private AI that turns your diligence documents into cited investment memos, surfaces risks, and answers deal questions in seconds.
- Ask questions across thousands of deal documents
- Draft IC memo sections with citations
- Catch contradictions before investment committee
Built and deployed in 2–3 weeks. On your infrastructure.
Trusted experience
Deep Learning at Stellantis
Production AI systems in finance and operations
8.5 years building decision-support systems
In one deployment, summarising a 400+ page DD pack into IC-ready bullets went from multiple days of analyst work to under an hour of senior review — every statement linked back to its source document.
What changes for your team
Before
- 5 days writing the IC memo
- Hunting through PDFs for one number
- Contradictory diligence findings surfacing in the IC meeting
- Version-control nightmares
After
- Memo drafted in hours
- Every claim cited to its source
- Contradictions flagged automatically, before IC
- Senior team reviews instead of writes
What your team gets
Faster IC memos
Draft business overview, risks, market analysis, and key findings directly from diligence materials.
One source of truth
Search across VDR exports, Q&A logs, expert calls, financial models, and DD reports from a single interface.
Fewer IC surprises
Automatically surface inconsistencies between commercial, financial, and legal diligence.
How the 2–3 week build works.
Typical total calendar time: 2–3 weeks depending on data access.
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1. Pick the deal (1–2 days)
You choose one deal — live or recently closed — and share the diligence materials. I review your IC memo template and how your workstreams run.
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2. Your documents become answerable (3–5 days)
VDR exports, DD reports, Q&A logs, models, and key decks go in. Your team gets a private chat that answers deal questions with sources.
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3. Memo drafting & risk checks (3–5 days)
One-click drafts for risk, market, and overview sections. We pressure-test the answers together against your own materials until your team trusts them.
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4. Go live & handover (3–4 days)
Deployed in your environment. Your team gets a walkthrough and a rollout plan for the next 3 deals — no dependency on me afterwards.
Engagement model — no open-ended consulting.
Scoped build, fixed phases
We start with one deal. Fixed phases, fixed deliverables, and a fixed quote agreed before work starts.
Terms
50% deposit via PayPal Business to customaimodels@gmail.com, 50% on delivery of the agreed phase.
What I need from you
Dataroom access for the pilot deal, and someone on your side who will own the system after handover.
FAQ
How much analyst time does this save?
Most teams recover 20–50 hours per deal by reducing document hunting, memo drafting, and diligence synthesis.
How do you keep our VDR data private?
Your deal materials never train a public model and never leave the infrastructure you choose. Everything lives inside your perimeter, with access controls you own.
What if we don't have a live deal right now?
A recently closed deal works just as well for the pilot — the materials are complete and the team still remembers where the pain was. The copilot is then ready before your next deal kicks off.
Can this run on our own cloud?
Yes — your VPC, your on-prem hardware, or an isolated cloud account. Fully private setups are supported when data sensitivity demands it.
Save 20–50 analyst hours on every deal — and walk into IC with a fully cited memo.
If you're staring at a messy VDR right now, this is for you.
Prefer to ask first? The assistant in the corner answers questions about what the copilot does, what the build needs from your side, and how engagements run.