Private equity · AI consulting and implementation

AI for private equity firms and portfolio companies.

We build tools that compare deal documents, search past research, and process portfolio-company records. Projects can use existing AI products, custom software, or a combination.

What we can build

Deal research and portfolio applications

These are examples of applications we can build or configure. Follow a link for the requirements and delivery details.

AI diligence and deal research

The tool compares investment materials, management presentations, and interview notes. It pulls out evidence, flags inconsistencies, and drafts questions for the deal team.

What you get
A review workspace with cited findings, document comparisons, and a draft diligence question list.
What we measure
Source accuracy, missed issues, and analyst review time.
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AI search across firm knowledge

Your team can search approved deal files, operating playbooks, and past research. Answers cite their source documents and respect access by team and company.

What you get
A permission-aware research assistant connected to the firm’s approved document sources.
What we measure
Answer accuracy, citation coverage, and the results of access-control tests.
Explore AI search across firm knowledge

AI automation for portfolio companies

The application reads invoices, service requests, and operating documents and prepares the fields for review. Approved updates go to the systems each company already uses.

What you get
A working intake-to-approval application with integrations and exception handling.
What we measure
Completed tasks, handling time, corrections, and operating cost.
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AI integration and modernization

We add AI features to portfolio-company software and connect tools across acquired businesses. We begin with the interfaces and changes a useful first release needs.

What you get
An integrated AI feature or software release with migration, testing, and handover.
What we measure
Accepted user tasks, reconciled updates, reliability, and adoption.
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Delivery

How it works

We work from sample documents and the systems your team already uses, so the first release is tested on real work.

Choose one task

You pick a research task, a knowledge need, or a portfolio workflow. We agree on the users, source material, system access, and business owner, and on the measures a useful first application must meet.

Build around the actual work

We configure or build the application with your investment or operating team. We connect approved data, test real documents and exceptions, and review the results with the people who will use it.

Measure and extend

We measure quality, handling time, adoption, and running cost, and improve the first release before it reaches other teams or companies. Each new rollout gets a fresh check of permissions and local requirements.

Not sure which portfolio-company project to fund?

An assessment reviews one workflow, its data, and the likely costs, then recommends whether a build is worth it.

See the private equity AI assessment

Working together

What a project involves

We work with investment teams, operating partners, and portfolio-company leaders.

We agree on the work, price, and acceptance tests before development starts. Larger projects can be delivered in stages.

Fit and requirements

Good fit

  • Investment teams reviewing deal materials and firm research
  • Operating partners and value creation leaders
  • Portfolio-company CEOs, CFOs, and technology teams
  • Acquisitive platforms connecting applications and operating workflows

Not the right fit

  • Portfolio-wide AI rollouts planned before each company’s needs and controls are understood
  • Requests for investment recommendations, guaranteed returns, or a fixed EBITDA uplift
  • Projects with no company owner or review process

What we need from you

  • An operating partner or company leader with a specific decision to make
  • A workflow owner at the portfolio company, plus sample inputs
  • Authorized system access and people to review and accept the work
Timing, cost, and support

Timing

A focused assessment usually takes 1 to 3 weeks once scope and access are agreed. A focused prototype can take days, and a well-defined release can take weeks when access and decisions are ready. We confirm the schedule after reviewing your systems and access.

What affects cost

  • The workflow, source systems, and company environments involved
  • Data sensitivity, integration constraints, and approval requirements
  • Build scope, rollout size, and maintenance arrangements

After launch

A sponsor can set priorities, but each portfolio company needs its own business owner, technical owner, and reviewer. Before release, we agree who holds code and deployment access and who handles integration upkeep, model changes, incidents, and support. Reusing a pattern in another company does not give either company access to the other’s data.

How we work
Technical scope and testing

Technical scope

  • Workflow mapping and business baselines
  • Document review and operational applications
  • Existing-system integration
  • Model evaluation and fixed-rule checks
  • Identity, access, and release ownership

How we check the work

We test with representative cases, link each output to its source, and measure the release in use after the company accepts it. Any synthetic examples are clearly labeled.

AI evaluation and operations

Training data and synthetic data for private equity

Labeled document fields, source-linked research examples, and synthetic portfolio-company records for application testing.

AI training data services

We scope the sources, labels, evaluation cases, and release requirements for your domain-specific AI.

See AI training data services

Synthetic test data for your workflows

We build fictional records and difficult scenarios for application development, QA, and demos.

Explore test data services

Need AI that stays on site?

Review deal documents, investment committee materials, or portfolio operating records without sending them to external model providers. Start with a permission-aware internal research workflow.

Explore on-premises AI deployments

Common questions

Are these applications sold as a subscription?

No. These are examples of applications we can build or configure for your firm. A project can combine existing products, custom software, and integration with your systems. We agree on scope, software licenses, ownership, and support before work starts.

How do Permadyn AI and Permadyn Analytics work together?

Permadyn AI builds workflow software, automation, AI features, and application upgrades. Permadyn Analytics handles data integration, portfolio performance measures, recurring reporting, and fund reporting controls. When a company needs both, we start with the more pressing problem and plan how the two pieces of work connect.

Can you work alongside an internal value creation team?

Yes. We can take on a defined piece of work alongside your internal team and existing vendors. We agree up front on the gap we are filling, who makes which decisions, the documentation, and who maintains the result.

Is a portfolio-wide rollout the goal?

Not by default. A rollout makes sense only when a proven workflow fits another company and that company has the data access, controls, owner, and business case to adopt it. A good result in one business does not prove the same opportunity elsewhere.

Can the work be delivered remotely?

Yes, for most of it. Discovery, workflow reviews, software delivery, and acceptance testing can run through remote sessions and controlled access to your environment. Watching the work in person or meeting a security requirement may need an on-site visit. We agree on participants, access, time zones, and any visits during scoping.

Guides and working examples

Document review example

Follow a fictional invoice through source checks, review, and a simulated approval. An interactive example, not a client result.

Explore resource

Portfolio reporting examples from Permadyn Analytics

Synthetic portfolio data and example reports. They show an approach; they are not client results or industry benchmarks.

Explore resource

Private equity portfolio analytics

Portfolio operating metrics, data integration, and fund reporting, from Permadyn Analytics.

Explore resource

Portfolio performance analytics

Comparable company performance, variance analysis, and the data controls behind an operating review, from Permadyn Analytics.

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APIs and agent integrations

We connect the software you already run to external tools and AI platforms through an API, an MCP server, or a WebMCP interface, whichever fits.

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Which task do you want to improve?

Tell us about the task, the systems involved, and the result you want.

Discuss your AI project