Powered by AWS Bedrock & Claude AI

AI for Alpha|

The enterprise AI platform that transforms how Private Equity firms source deals, optimize portfolios, and time exits for maximum returns.

3-5x
More Qualified Deals
60%
Reduction in Sourcing Time
$10-50M
Additional Exit Value
0.5-1.5x
Exit Multiple Improvement
Platform Capabilities

End-to-End PE Intelligence

From deal sourcing to exit optimization, AI for Alpha automates and enhances every stage of the investment lifecycle.

Deal Sourcing Intelligence

AI-powered deal signal detection across 10,000+ sources with automated scoring and thesis generation.

3-5x more qualified deals

Operational Value Creation

Automated efficiency discovery and value tracking across portfolio companies.

$2-5M per portfolio company

Exit Timing Optimization

ML-based market cycle analysis and multi-scenario exit modeling for optimal timing.

0.5-1.5x multiple improvement

Cross-Portfolio Synergies

Identify revenue synergies, cost savings, and technology consolidation opportunities.

$5-20M synergy value

LBO Modeling & Structuring

Automated capital structure optimization with scenario-based return projections.

3-7% IRR improvement

Enterprise Security

SOC 2 Type II compliant with bank-grade encryption and complete audit trails.

SOC 2 & GDPR Compliant

Powered by

Amazon Web Services

Bedrock
Claude AI
SageMaker
Command Center

Real-Time Dashboard

Monitor your entire portfolio, track deal flow, and get AI-powered insights all in one unified view.

Total AUM

$0M

+12.4Mvs last month

Portfolio IRR

0%

+2.1%vs last month

Active Deals

0

+8%vs last month

AI Insights

0

+34%vs last month

Portfolio Value Trend

JulAugSepOctNovDec

Deal Flow Funnel

Jul
Aug
Sep
Oct
Nov
Dec
Sourced
331
Qualified
104
LOI Issued
24

Recent AI Activity

New deal scored

TechFlow Analytics

2 min agoScore: 94
Thesis alert

CloudNative Corp

15 min ago
Synergy identified

FinServe + DataPipe

1 hr ago
Exit model updated

HealthSync Pro

2 hrs ago
Deal progressed

GreenCharge Solutions

3 hrs agoScore: 87
Module 1

Deal Sourcing Intelligence

AI-powered deal signal detection that scans 10,000+ sources to identify acquisition opportunities before they hit the market.

Data Sources

PitchBook API
Bloomberg Terminal
Crunchbase Pro
LinkedIn Sales Nav
SEC Filings
News Aggregators
Industry Events
Advisor Networks

AI-Scored Opportunities

Click "Run Deal Scan" to discover
acquisition opportunities

Interactive Deal Cards

Click to reveal deep insights

Each card contains front-line metrics and hidden details. Click to flip and discover more.

SaaS

TechFlow Analytics

Hot
Revenue$12M ARR
Growth+85% YoY
Valuation$45M
AI Score
94
Click to flip →
Deep Insights
Founded:2019
Team Size:78
HQ:San Francisco
Stage:Series A
Key Signal

Expanding enterprise contracts

Risk:
Low
← Click to flip back
CleanTech

GreenCharge Solutions

Warm
Revenue$8M ARR
Growth+120% YoY
Valuation$32M
AI Score
87
Click to flip →
Deep Insights
Founded:2020
Team Size:45
HQ:Austin
Stage:Series A
Key Signal

New govt contracts

Risk:
Medium
← Click to flip back
HealthTech

MedSecure Health

New
Revenue$6M ARR
Growth+65% YoY
Valuation$28M
AI Score
82
Click to flip →
Deep Insights
Founded:2018
Team Size:92
HQ:Boston
Stage:Series B
Key Signal

FDA approval pending

Risk:
Medium
← Click to flip back
Enterprise

DataSync Platform

Warm
Revenue$5M ARR
Growth+45% YoY
Valuation$22M
AI Score
79
Click to flip →
Deep Insights
Founded:2021
Team Size:34
HQ:Seattle
Stage:Seed
Key Signal

Major tech partnership

Risk:
Low
← Click to flip back
AI-Powered

Investment Thesis Generator

Generate comprehensive investment theses in real-time with Claude's reasoning capabilities.

Configure Thesis

Select a company above to generate an investment thesis

Module 2

Operational Value Creation

AI-driven analysis of portfolio companies to identify automation opportunities, cost savings, and revenue optimization strategies.

Total Portfolio Value

$284M+12.4%

Aggregate EBITDA

$27.3M+18.2%

Identified Savings

$4.2M+$1.1M

AI Recommendations

238 High Priority

Portfolio Companies

CloudNative Corp

On Track

Cloud Infrastructure

EBITDA: $12.4M+18%

FinServe Solutions

Exceeding

FinTech

EBITDA: $8.7M+24%

HealthSync Pro

Needs Focus

HealthTech

EBITDA: $6.2M+12%

CloudNative Corp

Cloud Infrastructure

AI-Identified Value Creation Opportunities

Cost ReductionHigh Priority

AWS optimization via Reserved Instances

Annual Value

$340K

AutomationMedium Priority

CI/CD pipeline automation

Annual Value

$180K

RevenueHigh Priority

Usage-based pricing tier expansion

Annual Value

$520K

Total Identified Value Creation

$1.0M

Module 3

Exit Timing Optimization

ML-powered market cycle analysis with multi-scenario exit modeling to maximize exit value and returns.

Market Cycle Assessment

72Score

Late Expansion

Consider exits within 12-18 months

Market Indicators

M&A Activity
78/100
Multiples Trend
65/100
Buyer Appetite
82/100
Credit Availability
68/100
Economic Outlook
58/100

Exit Scenario Analysis

Q2 2025 (Now)
85% Confidence

EV/EBITDA

8.2x

Enterprise Value

$164M

IRR

28%

MOIC

2.4x

Q2 2026 (+12mo)
72% Confidence

EV/EBITDA

9.1x

Enterprise Value

$198M

IRR

32%

MOIC

2.8x

Q2 2027 (+24mo)
58% Confidence

EV/EBITDA

10.4x

Enterprise Value

$249M

IRR

34%

MOIC

3.2x

Advantages

  • Higher valuation potential
  • Complete product roadmap
  • Expanded TAM

Risk Factors

  • Market cycle risk
  • Execution risk
  • Interest rate uncertainty
Module 4

Cross-Portfolio Synergies

AI-powered analysis to identify revenue synergies, cost savings, technology consolidation, and operational efficiencies across your portfolio.

Select Companies

Synergy Opportunities

Total Identified Value: $9.8M

Cross-sell DataPipe analytics to CloudNative customers

Timeline: 6 monthsConfidence: 85%

Annual Value

$2.4M

Joint enterprise bundle offering

Timeline: 9 monthsConfidence: 72%

Annual Value

$1.8M

Module 5

LBO Modeling & Structuring

AI-powered capital structure optimization with automated scenario analysis and return projections.

Deal Inputs

Capital Structure

7.5%

$80M

12%

$60M

Entry Multiple

9.0x

Leverage

7.0x

Equity %

22%

Sources & Uses

Sources of Funds
Senior Debt
$80M
Subordinated Debt
$60M
Sponsor Equity
$40M
Total Sources$180M
Uses of Funds
Purchase Price$180M
Transaction Fees$4.5M
Financing Fees$2.8M
Total Uses$187.3M
Capital Structure Mix
Senior
Sub
Equity

AI Investment Analyst

Powered by Claude AI

Hello! I'm your AI investment analyst. I can help you analyze deals, optimize your portfolio, time exits, and identify synergies. What would you like to explore?

03:50 AM

Suggested questions:

New Deal Analysis
Generate Thesis
Run LBO Model
View Portfolio
Export Report

Activity

Real-time platform updates