Fewer spreadsheets between the deal team and the answer.

A lean PE team spends its best hours chasing numbers from portfolio companies, reading data rooms and rebuilding the same tracker every quarter. These are the workflows we build to take that work off associates, with a person approving anything that reaches an investment committee.

Portfolio reporting arrives late and in ten formats

Every portfolio company sends its own spreadsheet, on its own schedule. An associate re-keys the figures into the fund template before anyone can compare companies.

Data rooms are read by hand, under a deadline

A data room can hold thousands of files. The first pass is often a person opening contracts to find change-of-control clauses, customer concentration and open litigation.

Sourcing depends on who remembers to look

Target lists are built from a few databases and personal networks. Signals such as a leadership change or a new funding round go unnoticed unless someone happens to see them.

Value creation is a slide, not a backlog

Operating partners know portfolio companies waste time on manual work. Nobody has a ranked list of which processes are worth fixing first.

5 workflows we build for private equity teams

Each workflow below names its trigger, its inputs, what the system is allowed to decide, who signs off and where the result lands. Your stack decides the tools. The pattern stays the same.

Workflow 1

Monthly portfolio reporting pack

Workflow 2

Diligence document extraction

Workflow 3

Target sourcing and enrichment

Workflow 4

Portfolio company automation audit

Workflow 5

Board pack and LP update drafting

What we have shipped that looks like this

These are results from work that uses the same pattern. Most clients are described rather than named.

A construction company (French BTP)

We automated electronic invoicing and subcontractor VAT compliance end to end for a construction business, the kind of back-office process a portfolio audit tends to surface.

Portless (verified reviewer)

We built agents that research a prospect before a call, update the CRM and score leads. The same pattern drives the sourcing workflow above.

What the first 30 days look like

One workflow, one owner, a person checking the important decisions. We expand only after the first workflow has a track record.

• Week 1Pick one workflow and name its ownerUsually portfolio reporting or diligence extraction. We agree what a good output looks like and who signs off, and we collect ten to twenty real samples.

Week 1

Pick one workflow and name its owner

Usually portfolio reporting or diligence extraction. We agree what a good output looks like and who signs off, and we collect ten to twenty real samples.

• Week 2Map systems and accessWe list where the inputs live, who controls access, and start on sandbox or sample data first. Confidentiality terms for data rooms are settled before any real file is touched.

Week 2

Map systems and access

We list where the inputs live, who controls access, and start on sandbox or sample data first. Confidentiality terms for data rooms are settled before any real file is touched.

• Weeks 3 and 4Build it end to end with a person checkingThe workflow runs on real examples with an associate reviewing every important decision. We log where it fails and fix those cases.

Weeks 3 and 4

Build it end to end with a person checking

The workflow runs on real examples with an associate reviewing every important decision. We log where it fails and fix those cases.

• Day 30Handoff and a decisionThe team that owns the process runs it. We set monitoring and agree whether to expand to a second workflow. We only expand once the first one has a track record you trust.

Day 30

Handoff and a decision

The team that owns the process runs it. We set monitoring and agree whether to expand to a second workflow. We only expand once the first one has a track record you trust.

What should stay human

Deal work carries legal and fiduciary weight. These parts should stay with people.

Investment decisions and valuation judgment

The system can prepare comparables and flag anomalies. It does not decide what a company is worth or whether to bid.

Legal conclusions from contracts

Extraction points a lawyer to the right clause faster. It does not replace legal review of what the clause means for the deal.

Seller and management conversations

Relationship and negotiation stay human. We draft questions and follow-ups, and you decide what to say and when.

Anything an LP or regulator will read

Drafts are labeled as drafts, and a named person approves the final text.

Related services

Custom workflow automation

Multi-step workflows across your CRM, inbox, storage and ERP.

RAG pipeline development

Retrieval over your documents with source citations.

AI strategy and fractional CAIO

Pick the workflows worth building and set the guardrails.

Automation maintenance and support

Monitoring, fixes and updates after launch.

Common questions

Can this run without our data leaving our environment?

How does diligence extraction avoid made-up clauses?

Which tools does this connect to?

What does a portfolio company automation audit deliver?

Do you show results from other funds?

What does it cost?

Which fund workflow eats the most associate hours?

Tell us where reporting, diligence or sourcing slows the team. We come back with one workflow worth building first and what it would need from you.

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