Chariot Capital’s AI Origination-to-Diligence Automation
Client:
Mid-market private equity firm
Problem
Chariot Capital (a mid-market private equity firm) was drowning in volume and complexity across their deal lifecycle. BD teams were manually triaging thousands of 1–2 page teasers, which resulted in slow, error-prone work and missed opportunities. Analysts spent hours per CIM extracting tables and rebuilding models before anyone could make a decision.
Meanwhile, sourcing teams scanned filings and earnings reports by hand to spot potential divestitures, and diligence teams went through huge data rooms to spot any red flags. Overall, their process slowed them down, elongated cycles, and forced expensive staffing trade-offs.
Solution
We deployed an integrated AI stack that automates the highest-leverage bottlenecks from origination through diligence:
- Deal Flow Origination Agent: Ingests incoming teaser decks (email or batch), classifies by sector/deal type, and flags fit/non-fit based on the firm’s criteria. Outputs a clean, searchable queue for the BD team and can push metadata into SFDC/Excel.
- CIM Analysis Agent: Ingests 35–100+ page CIMs, extracts financial tables straight into structured Excel, summarizes company/industry context, and flags diligence issues aligned with an internal checklist so it’s ready for analyst review and IC prep.
- Corporate Divestitures Agent: Continuously scans SEC filings, earnings releases, transcripts, and reputable news to surface distressed divisions or non-core assets, complete with red-flag summaries and contact leads for outreach.
- Data Room Agent: During diligence, it searches thousands of documents (legal, finance, HR, contracts, census), flags key provisions (e.g., lease expirations/trigger clauses), extracts quantitative data (e.g., employee counts, contract volumes), and creates risk summaries so teams don’t miss the important things.
How it fits: Agents slot into existing workflows: email intake and BD pipelines, Excel for modeling, Salesforce for tracking, and data-room platforms, so adoption required minimal change management and delivered an immediate productivity lift.
Results
In just a few weeks, Chariot Capital saw measurable operational leverage across their deal funnel:
- Origination velocity up: Teaser triage moved from manual review to an assisted queue, saving 3-4 hours per batch and cutting initial review time by ~50%. Junior staff could confidently handle the first screen without compromising quality
- Faster, cleaner CIM reviews: Analysts received auto-extracted financials and checklist-aligned red flags, reducing the time spent per CIM by 30-40%
- More (and earlier) proprietary leads: The divestitures agent flagged an additional 5–10 viable carve-out candidates per quarter, expanding the top of the funnel by ~15% and surfacing opportunities weeks earlier than manual tracking.
- Diligence risk down, cycle times down: The data-room agent automated review of thousands of documents, cutting document review time by 20-30% and lowering the chance of missing critical clauses
Business impact: Across the stack, the firm realized significant time savings, higher accuracy in screening and extraction tasks, the ability to process more opportunities without expanding headcount, and faster, more confident deal cycles.
More Projects
%20(1).png)
Natural-Language Data Analyst for a PE Portfolio Company
.jpg)