How We Built AI Agent That Analyzes 5,000 Investment Opportunities
in a Few Hours
Enhanced & partially automated deal sourcing lifecycle
80% time reduction for initial screening
8X faster investment deck preparation
12X faster data visualization—5 minutes to present complex data!
Optimized & more accurate calculation of BVI and multiplier
Services provided
Agentic AI custom software development
Frontend Development
UX/UI design
Backend Development
About the Project
A leading private equity firm, headquartered in Stockholm, Sweden, specializes in investments within healthcare, technology & payments, financial services, and industrial & business services. The firm manages multi-billion-euro funds and focuses on driving sustainable growth and operational excellence in companies across Northern Europe and beyond.
Challenge
/01
The fund spent enormous time and effort on routine tasks supporting their key business model—deal sourcing. It is a multi-phased process of researching industry trends and macroeconomic factors, analyzing databases, companies portfolios, conducting expert interviews, screening and performing financial assessments, valuation analysis.
hours per week
a private equity agent spends for market research and networking
hours per week
a private equity agent spends for market research and networking
from
days to
weeks
PE agents need for the valuation analysis depending on data availability and deal complexity
hours
are required to define Business Value Index and Valuation Multiply for a mid-size deal
/02
The high competitiveness on the market compelled our client to seek innovative solutions and approaches to deal sourcing. Besides, relying on traditional deal sourcing systems posed constraints on the firm’s productivity and efficiency:
High Resource Allocation
Highly skilled PE agents spent excessive time on routine tasks like document processing, data entry, instead of strategic analysis.
Slower decision-making
The immense volume of data that agents gathered and processed manually often resulted in delays, tedious decision-making, and reduced number of opportunities.
Fragmented data in heterogeneous data sources
Critical data was scattered across multiple systems (document repositories, CRMs, emails, spreadsheets) that made comprehensive analysis challenging and time-consuming.
Lack of standardization
Each potential investment was assessed with slightly different criteria, introducing variability and inconsistency into the valuation process.
Solution
Agentic AI Platform Development
Rather than simply automating isolated tasks, we developed an agentic system that enhances the entire deal sourcing lifecycle while integrating seamlessly with existing workflows.
We built a conversational chat interface—similar
to ChatGPT—that serves as the primary point of user interaction. This chat-based design lets users query the system effortlessly, request specific analytical reports, and receive comprehensive, context-aware responses.
AI Agent Platform
Components
Our AI Agent platform is an advanced multi-agent architecture designed for private equity workflows. It consists of four key components:
LLM Core
Powered by SOTA models (Azure OpenAI, Gemini, Anthropic, and Deepseek), our LLM Core processes investment documents and evaluates opportunities using context-aware reasoning. It handles complex financial context, extracts key metrics from unstructured data, and ensures a consistent evaluation framework across all potential investment targets.
Orchestration Layer
The lead agent acts as a strategic controller that receives user requests via the chat interface and dynamically assigns tasks to specialized sub-agents. For example, it routes initial company discovery queries to the Research Agent.
Comprehensive Knowledge Integration
The Agentic AI platform seamlessly connects multiple information sources to deliver rich, context-specific insights:
- Complex processing of Internal Documents enhanced by GraphRAG System over projects data
- Internal investment guidelines and policies
- Financial databases
- CRM systems
- Web data scraped from the internet
Specialized AI Agent Network
The lead agent coordinates a network of specialized agents built on the Langgraph and LangChain frameworks that manage key aspects of the deal sourcing process:
Architecture of AI Agent Platform
Technologies
Business Value & Outcomes
Our Agentic AI platform is transforming the firm’s deal sourcing capabilities, delivering measurable improvements across the entire business model:
Exponential Evaluation Capacity
Investment professionals can analyze over 5,000 company profiles within hours and thus, spot investment opportunities early.
Dramatic Time Compression
The Presentation Agent generates comprehensive investment committee decks in minutes rather than days, significantly reducing the time spent on manual slide creation and data visualization.
Strategic Resource Reallocation
By automating routine document processing and data collection, investment professionals can focus on high-value activities like building relationships, conducting strategic market assessments, and developing investment theses.
Better Decision Consistency
Standardized evaluation criteria eliminate natural variances in assessment approaches among team members, ensuring truly comparable scoring across investment opportunities regardless of sector or geography.