AI-Powered Private Equity Platform

The Operating System for Modern Private Equity

Automate your entire investment workflow with AI. From deal sourcing to exit planning, PEOS handles the analysis while you focus on decisions that matter.

End-to-End Investment Intelligence

PEOS integrates every step of the private equity workflow into a single, intelligent platform

AI Deal Sourcing
Automatically identify and qualify investment opportunities from multiple data sources
  • Thematic screening & scoring
  • Market intelligence integration
  • Automated company profiling
Smart Due Diligence
Parse data rooms and extract key insights with AI-powered document analysis
  • Contract intelligence & term extraction
  • Risk scoring & red flags
  • Automated DD checklists
Financial Modeling
Build complex models with AI assistance and scenario planning capabilities
  • Industry-specific templates
  • Monte Carlo simulations
  • Valuation comparables
Portfolio Monitoring
Real-time KPI tracking with anomaly detection and performance insights
  • Automated KPI collection
  • Cross-portfolio synergies
  • Value creation planning
Integrated CRM
Email-to-CRM automation with intelligent entity resolution and activity tracking
  • Email parsing & classification
  • Deal pipeline management
  • Relationship mapping
LP Reporting
Generate comprehensive reports with automated data collection and narratives
  • Quarterly pack automation
  • ESG compliance tracking
  • Secure LP portals

Enterprise-Grade Security

Built from the ground up with security and compliance in mind

Multi-Tenant Isolation

Complete data isolation with row-level security and encrypted storage

Data Residency

Choose your data location with EU/UK residency options available

SOC 2 Compliant

Audited security controls and comprehensive audit logging

Ready to Transform Your Investment Process?

Join leading private equity firms already using PEOS to accelerate their workflows and make data-driven investment decisions.