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Private equity firms
Run deal flow, portfolio operations, fund operations, and LP reporting on one platform.
By appointment
What you run on it
Elevation AI is the agentic OS for private equity firms. It runs deal origination, diligence, portfolio operations, fund operations, investor relations, and compliance from one secure system.
Replace legacy tools with apps built for your operations, or keep the tools you like and connect them.
The challenge
Deal teams move CIMs, models, and portfolio updates between systems by hand, and the context behind every decision lives in people's inboxes. Elevation AI connects it, so the firm screens more deals and reports to LPs from the same live numbers.
One at a timeHundreds at once
Every CIM screened against your thesis, and the strongest arrive briefed.
WeeksSeconds
Portfolio company, fund, and valuation data drafted into the LP report.
Monthly check-insAlways on
Performance tracked against plan, with misses flagged before the board meeting.
Leaves with peopleStays with the firm
Every decision and the reasoning behind it stays with the firm.
Concierge
Every Elevation AI client works with specialists who know private markets. They set the platform up around your firm, train the people who use it, and stay with you long after launch.
Led by industry veterans from
Who it's built for
FAQ
Every CIM and opportunity is screened against your thesis, and the strongest reach your deal team already briefed.
Yes. Portfolio company, fund, and valuation data is drafted into the LP report, with every figure linked to its source.
Yes. KPIs are tracked against plan across every fund, with misses flagged before the board meeting.
Only if you want it to. Replace legacy tools to cut costs, or keep your fund administrator, data rooms, and CRM and connect them.
Private walkthroughs for private equity firms, arranged around your schedule.