Empowering Alternative Investment Teams
AI is no longer optional. It’s the core infrastructure of modern Private Equity. With Sinequa for PE, firms gain speed, clarity, and resilience to protect and grow investment value.
In today’s highly competitive market, Private Equity firms are under pressure to identify the best opportunities faster and with greater precision. But how can you sift through thousands of unstructured data sources, detect weak signals, and automate repetitive tasks—without compromising on quality?
Our AI-powered solution “Sinequa for PE” by ChapsVision turns these challenges into opportunities:
- Automated deal sourcing analysis
- Accelerated due diligence leveraging alternative data
- Intelligent portfolio monitoring
Our technology, developed in close collaboration with PE/VC professionals, gives funds and ManCos an intelligent AI partner that instantly collects and analyzes the critical information needed to make strategic investment decisions faster and more fully-informed than the competition.
By combining artificial intelligence with deep sector expertise, Sinequa for PE by ChapsVision empowers investors, operational teams, and fund managers to make faster, smarter investment decisions.
PE/VC Use Cases
Benefits
Generate Investment Documents
The platform automates the creation of investment materials such as memos, one-pagers, and executive summaries. By consolidating information from financial reports, due diligence documents, and web sources, teams can generate standardized deliverables in minutes, ensuring speed, accuracy, and consistency across deals.
- Automatically draft IC memos and 1–2 page summaries
- Leverage existing templates and AI-enhanced structure
- Integrate data from financial, legal, and market sources
- Maintain full traceability with source citations
- Export to Word or share securely within workspaces
Market intelligence
Sinequa unifies access to market, company, and fund information across internal and external databases. Analysts gain instant, AI-powered insights to support deal origination and sector tracking while reducing research time dramatically.
- Search and summarize across the open web and PitchBook
- Monitor market trends and competitor activity automatically
- Consolidate internal notes and research in a single workspace
- Receive AI-generated briefs by sector or theme
- Stay current with real-time web and news connectors
DDQ Automation
Automate the response to Due Diligence Questionnaires (DDQs) and investor requests with AI-powered search and synthesis. The system identifies relevant answers from past submissions, corporate documents, and knowledge bases, ensuring compliant, high-quality responses in record time.
- Retrieve historical answers instantly across repositories
- Suggest or draft responses based on verified content
- Ensure consistency and compliance with version control
- Reduce manual effort and review cycles by 70–90 %
- Export final responses in your required format
Accelerate Meeting Preparation
Eliminate fragmented pre-meeting research. AI retrieves all relevant materials (reports, emails, CRM notes) and generates concise meeting briefs or agendas that align every stakeholder before key discussions.
- Aggregate context from all connected systems
- Summarize key facts, open actions, and participants
- Generate meeting briefs directly in Canvas or Word
- Share securely with the meeting team
- Save hours of preparation per meeting
Extract key Information
Unlock critical data points hidden in lengthy or complex documents. With advanced NLP and AI workflows, users can automatically extract financial metrics, legal clauses, ESG indicators, or other structured data elements for analysis or reporting.
- Detect and extract quantitative and qualitative insights
- Apply pre-built or custom extraction workflows
- Structure outputs for comparison or dashboarding
- Reduce manual data collection effort
- Improve accuracy and auditability of extracted results
Our track record
5–10 hours
saved / week – Average time recovered per investment professional through AI-assisted document drafting and search.
70–90%
less manual work – Reduction in manual drafting, data extraction, and document synthesis through automated workflows.
< 2 seconds
Average search latency across all indexed enterprise sources.
80%+
accuracy – AI precision in clause, KPI, and entity extraction across financial and legal documents.
1M+
indexed documents – Typical enterprise dataset unified across Datarooms, CRMs, and financial sources.
3× faster
deal cycles – Acceleration of investment screening and IC memo preparation through workflow automation.
100%
knowledge traceability – Every AI-generated statement linked to its original document or data source.
60%
higher reuse – Increase in document and insight reuse across deals, improving consistency and standardization.
<1 week
deployment – Average onboarding time to operational AI Workspaces with connectors and security setup.
$100K+
annual value / team – Estimated productivity gains for a 10-person deal or legal team using AI Workplace.
10M+
Documents Indexed Daily – Unifies complex, multi-source environments from CRMs to Datarooms under a single secure AI search layer.
20+
Years of Expertise – Proven experience delivering enterprise-ready AI search across industries , now evolving into full AI Workplaces
100+
Specialized AI Agents – Deployed across Private Equity, Legal, and Corporate customers , automating tasks from investment screening to legal clause analysis.
2 platforms to steer the AI transition
Chaps Agents
ArgonOS
Our suite of solutions
to address your needs
