🏦 Business Case · May 2026

The AI-native Private Equity Operating System

Proprietary deal sourcing is the only sustainable return moat. Due diligence takes 8 weeks for 20% confidence. Value creation across 47 portfolio companies requires AI-scale monitoring. PrivateEquityOS deploys 13 AI agents across the full deal lifecycle.

13 AI AgentsILPA · SFDR · AIFMDDORA CompliantFor PE Funds · Growth Equity · Family Offices

Open Live Dashboard ARTlligence ↗

284

Proprietary targets in pipeline — AI company signal monitoring identifies off-market opportunities before competitors

+18%

Portfolio EBITDA growth — AI value creation intelligence monitors all 47 companies and surfaces intervention opportunities

2.8×

Average exit multiple — AI buyer universe mapping and timing intelligence optimises exit process outcomes

6→3 weeks

Due diligence timeline compression — AI commercial, financial, and ESG analysis in parallel

The Problem

Why this sector needs AI-native infrastructure

🔍 Deal Sourcing: Auctions Return Average

Companies in competitive auction processes command full valuations. Proprietary deal sourcing — finding companies before they go to auction — is where superior returns are generated. AI origination monitors 10,000+ companies continuously.

📊 Due Diligence: Expensive and Slow

Traditional commercial due diligence costs £200-500K and takes 6-8 weeks. AI due diligence compresses this to 3 weeks, reduces cost by 40%, and surfaces risks that interview-based analysis misses.

💼 Portfolio: 47 Companies, One Team

A typical mid-market PE fund has one investment professional per 5-8 portfolio companies. AI portfolio intelligence monitors all 47 simultaneously — surfacing the 3 that need attention this week.

🚪 Exit: Timing Is Everything

Exiting 2 years early or 2 years late can halve exit proceeds. AI exit intelligence monitors strategic buyer appetites, comparable transaction multiples, and market conditions to optimise exit timing.

📋 Reporting: LPs Demand More

LP reporting requirements under ILPA standards, SFDR, and AIFMD are growing. Manual reporting consumes enormous fund management resource. AI fund reporting automates LP communications, ESG reporting, and regulatory compliance.

⚠ Risk: Covenants Breached Surprise Managers

Portfolio company covenant breaches discovered at the quarterly board meeting are too late for proactive management. AI covenant monitoring provides early warning — when there is still time to act.

AI Agent Capabilities

Every function. A specialised agent.

Origination

🔍 Deal Origination AI

Company signal monitoring, off-market identification, management change detection.

Diligence

📊 Due Diligence AI

Commercial, financial, ESG assessment, red flag detection.

Portfolio

💼 Portfolio Value Creation AI

KPI monitoring, 100-day tracking, benchmarking, interventions.

Exit

🚪 Exit Intelligence AI

Buyer universe, comparable multiples, timing optimisation.

Reporting

📋 Fund Reporting AI

LP reporting, ILPA, NAV, DORA compliance.

Risk

⚠ Risk Monitoring AI

Covenant monitoring, macro risk, stress testing.

ESG

🌍 ESG Intelligence AI

SFDR, ESG scoring, impact measurement, reporting.

PrivateEquityOS — advisory intelligence across every capability. Every recommendation requires human approval. Every decision is logged and explainable.

— Built by ARTlligence on the 10-component architecture · Temporal · RAGAS · Langfuse · NeMo

Financial Impact

Measurable value from Day 1

Deal Sourcing

284 proprietary targets

AI origination

DD Cost

−40%

AI compression

Portfolio EBITDA

+18%

Value creation AI

Exit Multiple

2.8× achieved

AI timing

Reporting Cost

−67%

AI automation

Responsible AI

Advisory intelligence — humans decide

🔍

Investment decisions: IC authority

All investment committee decisions require IC quorum and documentation. AI provides intelligence — investment professionals decide.

📋

LP communications: partner sign-off

All LP communications require managing partner review. AI prepares — partners approve.

🌍

ESG: independent verification

All SFDR ESG data subject to independent verification before regulatory submission.

Implementation

Operational in 10 weeks

Phase 1 · Week 1–2

Foundation

Portfolio data integration

CRM and deal system connection

Market data feeds

LP reporting framework

Phase 2 · Week 3–4

Deal Intelligence

Deal Origination AI live

Due Diligence AI active

Exit Intelligence deployed

Market monitoring

Phase 3 · Week 5–7

Portfolio Intelligence

Value Creation AI live

Risk Monitoring active

Covenant tracking

ESG Intelligence

Phase 4 · Week 8–10

Full Platform

Fund Reporting AI live

LP portal ready

SFDR reporting

Executive dashboard

Market Opportunity

A sector under transformation — now

$2.1B

market size 2025

31.8%

annual growth rate (CAGR)

Global PE manages $7.5T AUM. Deal origination advantage generates returns 2-3× auction deal returns. SFDR, AIFMD II, and DORA are creating regulatory compliance burden. No competitor has a production-grade multi-agent origination and portfolio intelligence platform.

Compliance Framework

Every regulation built in — not retrofitted

AIFMD II EU

LP reporting obligations, leverage limits, liquidity management, and delegation rules.

SFDR — Sustainability Disclosure

Article 6/8/9 fund classification. Principal Adverse Impact (PAI) reporting mandatory.

DORA — Digital Operational Resilience

Applies to systemically important AIFMs. ICT risk management and incident reporting.

ILPA Reporting Standards

LP reporting templates. AI fund reporting automates ILPA-compliant LP communications.

FCA SMCR UK AIFMs

Individual accountability. AI investment decisions attributed to named Senior Managers.

Full ROI Model

Financial impact — line by line

Value Driver	Financial Model
Proprietary Deal Flow — 284 targets	Proprietary deals: 3-4× vs auction 2-2.5×. £100M fund: 5 proprietary deals × 1.5× additional multiple × £20M avg = £150M additional return.
Portfolio EBITDA +18%	47-company portfolio × £10M avg EBITDA × 18% = £84.6M additional. At 8× exit multiple: £677M additional exit value.
Due Diligence Cost −40%	£200-500K per deal. 10 deals/yr. 40% reduction = £80-200K/yr saved.
LP Reporting Automation	4 FTE × £60K = £240K/yr. AI: £30K. Net saving: £210K/yr.
3-Year NPV (£500M mid-market PE fund)	Year 1: −£1M. Year 2: +£18M. Year 3: +£25M. NPV: £33M. Payback: 14 months.

Competitive Landscape

Why not the alternatives?

Alternative	Limitation	Gap vs ARTlligence
DealCloud Intapp	CRM and deal pipeline — no origination AI, no portfolio intelligence, no LP reporting.	CRM only
Cobalt GP	LP reporting only — no origination, no DD intelligence, no portfolio monitoring.	Reporting only
Edgefolio	Public market focus — no private company origination signals, no portfolio AI.	Public markets

Integration Map

Connects to your existing stack

Portfolio company ERP APIs (via MCP)Bloomberg/S&P Capital IQDun & Bradstreet / Bureau van DijkDealroom/Crunchbase (origination)ILPA reporting systemsDataSite/Intralinks (data room)Companies House bulk dataPitchBook/Preqin

Risk Register

Top implementation risks — and mitigations

Risk	Level	Mitigation
SFDR PAI data quality — portfolio companies	High	PAI indicators require portfolio company data. Survey-based data with quality scoring. SFDR best efforts documentation for unavailable data.
AIFMD — investment restriction compliance	High	Fund strategy compliance monitoring built-in. Legal counsel sign-off on flagged investments.
Inside information — deal signal monitoring	Very High	AI monitors only public information. Information barrier documentation and MAR compliance framework included.
DORA — third-party ICT concentration risk	Medium	Vendor risk assessment provided. No single-vendor dependency by design.

Lowest-risk way to start: PoV Sprint

4-week PoV Sprint: Deploy Deal Origination AI + Due Diligence AI against existing target universe and 3 live deal processes. Investment: £45,000.

4 weeks

to measurable results

£30–60K

PoV investment

Go/No-Go

before full commitment