Companies within insurance, private markets, and real estate investment manage complex work, and that effort is helped with the right software and tools at hand. Whether it’s reporting or underwriting, the use of technology offers great assistance for all workflows.
With many platforms to choose from, such companies are spoilt for choice at the AI platforms available within these private markets, and so knowing which one is best is important.
Whether you’re in venture capital or private equity, here are some of the best options that are well-known and popular within these sectors.
- V7 Go
The AI-powered automation platform that’s V7 Go, helps to streamline document workflows. It helps deal teams in several industries, from private equity to venture capital. With the use of V7 Go for Finance, the platform deploys specialized AI agents who help to extract, analyze, and structure fragmented financial data that is all over the shop.
The platform will run the steps that users define. This happens the same way every single time, where the user specifies the workflow needed, not the prompt.
V7 Go offers many key operational use cases, which include the following:
- Delivers portfolio KPI extraction
- Automatically reads monthly or quarterly portfolio operations reports, board decks, and lender updates
- Provides due diligence and CIM screening to help cut out traditional process time from hours to minutes.
As well as that, it helps with financial model analysis, validating formulas, and checking spreadsheets for any errors. For the purpose of legality and compliance, using the platform helps speed up reviews of NDAs as well as Limited Partnership Agreements.
With V7 Go, there are some notable core features. Traceable citations help to find the exact source location in the original document when it comes to financial figures, metrics, or clauses. An advanced Excel engine helps with tracing cell dependencies and formula chains to maintain mathematical integrity.
System integrations offer another great benefit to using the platform as it connects to tools like Salesforce, SharePoint, and PitchBook. From a security standpoint, the platform offers SOC 2 Type II compliance, along with end-to-end data encryption as wel as zero-retention processing.
- Transacted
For complete private equity due diligence and late-stage buyout analysis, Transacted is a great choice that many choose as their AI platform.
It’s built for high-performance investment professionals and helps deal teams move at a faster pace during such competitive processes. Built for Private Equity, it helps with crucial analytical workstreams. It aids investment teams by shortening their timelines, reducing errors, and helping individuals dive deeper.
Transacted helps to extract source files from all over the place and into clean, structured data that’s easy to comprehend. Generating diligence outputs with natural language prompts, the platform enables users to get deals across the line quicker for investment committees to look over.
Presentation slides are built alongside an AI agent for better understanding of deal context and accelerate the path from analysis to output.
- BlueFlame AI
BlueFlameAI is one that’s built for alternative asset managers. Deploying tailored AI agents, it manages both structured and unstructured financial data.
BlueFlame AI is built specifically for alternative asset managers. It deploys tailored AI agents to handle both structured and unstructured financial data. It integrates heavily with existing financial tech stacks in order to automate research collection, investor relations workflows, and portfolio data extraction.
Built for every team that’s making investment decisions, each team has context to focus on the right opportunities and act on them with greater confidence. For private equity, it connects firm knowledge, relationship context, and deal materials to help pinpoint opportunities that help to make more informed investment decisions.
The platform is also helpful for investment banking, putting relationship, market and deal intelligence to work across client engagement, coverage, origination and execution.
Finally, for private credit, it brings borrower, market, sponsor and diligence information into a more complete view of risk and opportunity, as well as next steps.
The use of this type of technology is helpful for enhancing knowledge, streamlining workflows, and securing the best deals possible. With that being said, review the following platforms for making the right investment decisions moving forward. It’s an investment well worth making for any company.
- Eilla AI
Eilla AI is an analyst for PE deal teams, focused on structured data extraction and rapid analysis. The platform combines top-tier M&A advisors with AI in order to deliver faster and higher-value outcomes for both small and medium businesses alike.
AI helps to screen millions of companies, scoring acquisition history and financial capacity, as well as much more, to help surface the best-fit buyers.
The platform helps with building presentations to the standard of the biggest deals but without the demand of work that’s usually expected – often requiring months of effort from your teams. It also holds extensive internal data on what buyers are looking for. It helps to find the companies that fit exactly and why.
There have already been some tried-and-tested clients who have been able to find their international acquirer through AI-native processes like what Eilla AI offers.
When it comes to making deals, the platform analyzes the data room and tracks what might be missing across workstreams, answering buyer questions with diligence. It keeps things moving instead of stalling.
- Rogo
Rogo is a finance-native productivity tool that helps extract structured financial tables from CIMS and management presentations that go directly into Excel or PowerPoint. They position themselves as being a trusted AI partner to the world’s leading financial institutions.
The platform helps finance teams build smarter organizations. Made up of former bankers, it’s built by finance for finance. AI agents understand financial workflows and help with end-to-end work across deals and investments, just like a company team does.
Rogo is also embedded into the firm’s systems and data, from CRM to SharePoint. With every firm being different, Rogo’s deployment is bespoke in nature. Its enterprise-grade security and white-glove partnership make it a well-respected platform to work with.
When you’re looking for AI platforms for navigating private markets, these suggestions are a worthy place to start.