AI agents for private equity
AI agents alongside DealCloud, iLevel, and Allvue. Portfolio KPI roll-up, pipeline hygiene, and LP reporting assembled from the systems the fund already runs.
Systems of record this works alongside
Starter workflows
Portfolio KPI roll-up
Chase the monthly reporting package from each portfolio company, normalize the metrics into the fund's template, write them to iLevel or Allvue, and draft the variance commentary for the deal partner. The associate stops rebuilding the same spreadsheet every month.
Deal-pipeline hygiene
Keep DealCloud current as deals move stage, chase the deal team for the missing fields after every meeting, and draft the weekly pipeline summary for the Monday investment committee. The CRM reflects reality instead of decaying between quarters.
Quarterly LP reporting
Assemble the quarterly report from the portfolio metrics, the capital account data, and the fund performance, draft the LP letter in the firm's voice, and route to the CFO and the partners for review before it goes to investors.
Diligence workstream tracker
During an active deal, track every diligence workstream and third-party provider, chase the outstanding items, and draft the diligence status memo for the deal lead. The data room stays the record; the chase runs itself.
The reporting layer that eats the associate
A private equity fund runs on information that lives in a dozen portfolio companies, each with its own finance stack and its own reporting cadence, and the job of turning that into a clean quarterly picture falls on associates who spend nights normalizing spreadsheets. Ceven runs the collection and normalization against iLevel, Allvue, or Dynamo, chases the portfolio company controllers for the late package, and drafts the variance commentary the partner actually reads. The fund keeps its portfolio monitoring system as the book of record, and the associate gets back the hours that were going to copy-paste.
Pipeline hygiene without the nagging
DealCloud is only as useful as it is current, and it is never current, because updating it is the last thing anyone does after a deal meeting. Ceven listens for the meeting output, drafts the field updates, and chases the deal team for the specific missing data rather than sending a blanket reminder to update the CRM. The result is a pipeline the investment committee can trust on Monday morning, assembled from the notes and the emails the team already produced, with a full audit trail of what changed and when.
Why the fund's systems stay in place
The portfolio monitoring platform, the CRM, and the fund administrator each hold data that auditors and LPs rely on, and none of them is a candidate for replacement. Ceven reads across them, reconciles the numbers, and drafts every investor-facing and committee-facing artifact for a human to approve. Nothing reaches an LP without a partner signing off, and the research behind any market or sector commentary is cited so the deal team can defend it. The fund automates the operations around its systems, never the systems themselves.
Frequently asked
Does the agent make investment decisions?
No. Ceven handles the collection, normalization, chasing, and drafting. Every investment judgment stays with the deal team and the investment committee.
How does it handle confidential deal data?
Data stays inside the fund's tenant with encryption at rest and row-level security, and every access is logged. The data room remains the system of record for a live deal; Ceven tracks and drafts around it.
Can it produce the LP report itself?
It assembles the draft from the portfolio metrics and fund data and writes the LP letter in the firm's voice. The CFO and the partners review and approve before anything goes to investors.
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