Private equity · operating intelligence

Your PE firm's path to agentic AI.

For European PE firms moving deal teams, portfolio monitoring, and investor relations onto AI associates that live inside the inbox and the existing stack.

Get in touch → See it in action
Case studies

From the field

A selection of engagements. Firm names are anonymised at client request.

Upper mid-cap · Europe · €5B-€7B
Unifying SharePoint, Orbis, and the deal team inbox into a single deal-intelligence layer
AUM€5B-€7B
FocusIndustrials, healthcare, services
Portcos20+
Scope delivered
Document-suggestion agent over 20 years of IMs and DD outputs in SharePoint
Cross-portfolio benchmarking against the fund's historical deal metrics
Internal signal aggregation surfacing team conversations with targets and competitors
Unified deal view stitched across Orbis, PDFs, OneDrive, and the inbox
Mid-cap buyout · DACH · €2B-€3B
Bi-weekly portfolio market briefings rolled out across the fund's active assets
AUM€2B-€3B
FocusDACH buyout, B2B services
Portcos5+
Scope delivered
Portco Radar live across 5 portfolio companies, tiered depth by stake size
Each briefing scored against the portco's internal investment thesis
Add-on scanner layered on top, flagging bolt-on targets for buy-and-build
Delivered to deal captains bi-weekly, anchored in the SharePoint archive
Emerging PE · DACH · €1B-€2B
Inbox-native deal intake, NBO drafting, and CRM hygiene for a small investment team
AUM€1B-€2B
FocusLower mid-cap buyout
Portcos4+
Scope delivered
Deal intake agent reads inbox, extracts data, writes to Excel
NBO generation from fund template and last 10 NBOs as reference
Voice-notes-to-CRM activity logging, Salesforce-native
Morning briefing assembled from newsletters and deal pipeline
The associates

Scale. Speed. Relentless.

Three named AI associates embedded in your inbox, connected to your stack. Everything an associate does, turbocharged.

Kai
Deal team

Screens every inbound CIM against your investment thesis. Not the top twenty. Every one. Flags fit, gaps, and comparable transactions before your analyst opens the document.

Kenji
Portfolio

Monitors all portfolio companies simultaneously. Surfaces EBITDA deviations, covenant proximity, and management signals before they become board problems.

Maya
Investor relations

Monitors more than 30,000 online entities to find capital deployment signals and LP/GP matches. Prepares LP materials, keeps data rooms current, and drafts quarterly reports personalised per LP overnight.

Sample output · delivered to your inbox
How it works

No new tools. No new logins.

DeskMagic associates live inside Outlook. You email Kai the same way you email a colleague. The work gets done.

No interface to learn. No change management. No new tab your team never opens. The mailbox is where you meet them. The intelligence runs everywhere.

From day one, your associates are connected to your existing stack — CRM, data room, portfolio tools, market data.

Connected integrations · 16
Outlook Excel Teams SharePoint LinkedIn Salesforce DocuSign Slack Bloomberg Capital IQ PitchBook Preqin Datasite DealCloud North Data Web search
100%
of inbound deal flow screened.
24/7
portfolio monitoring. Flags surface in hours, not at the next quarterly.
Day 1
operating. Connected to your stack from the first day. No build phase.
10k+
LP sources screened regularly to find the best fit for your next fund.
The partnership

We keep your firm current

DeskMagic is not a software licence. It is an ongoing operating relationship. Your associates evolve as the technology evolves. Your firm never falls behind.

01Regular workshops for your team, monthly or quarterly, keeping every member current on the latest AI tools and how to get the most from your associates.
02Quarterly associate updates incorporating the latest model capabilities and your firm's evolving workflow. You do not manage this.
03New integrations added as your stack changes. If you adopt a new data provider, your associates connect to it.
04Associates learn your firm's way of working. Deal criteria, writing style, reporting preferences. The longer you work with us, the sharper they become.
05A dedicated relationship alongside your team. Not a support ticket. A partner who understands your firm's context.
Compliance

Taken care of.

Built around data segregation, auditability, and regulatory awareness. Your data stays yours. Access is controlled and logged.

As regulatory requirements evolve, so does your setup. We manage this so you do not have to.

Who we work with
European and US private equity
Germany, UK, Switzerland, Sweden, United States
€200M to €4B AUM
Buyout and growth equity
Real estate, venture capital, growth equity
Across strategies and fund types
How we work together

Three engagement models

Each engagement is scoped to your firm's size, workflow, and priorities. Speak to our team to find the right fit.

Emerging
Sub €500M AUM
  • One associate (Kai — deal screening)
  • Outlook + core stack integration
  • Monthly or quarterly workshops
  • Quarterly model updates
Talk to sales
Most selected
Growth
€500M to €2B AUM
  • Up to three associates (Kai, Kenji, Maya)
  • Full stack integration
  • Monthly workshops
  • Quarterly associate updates
  • Dedicated relationship
Talk to sales
Enterprise
€2B+ AUM
  • Bespoke associate configuration
  • Custom integrations
  • Compliance and audit setup
  • Founding team involvement
  • Multi-fund deployment
  • Weekly workshops available
Talk to sales
Let's talk

Ready to see what your firm looks like with AI associates?

No pitch deck. A conversation with the founding team about where your operating model needs to go.

Get in touch → Email the founders