Private Equity

Screen incoming deal opportunities against investment criteria, producing structured assessments of fit, size, and return potential.

Build and maintain deal sourcing pipelines, identify target companies, and track relationship development with intermediaries.

Prepare structured question sets and talking points for management meetings and expert calls during due diligence.

Generate comprehensive due diligence checklists covering financial, legal, operational, and commercial workstreams for PE transactions.

Write investment committee memos with thesis, diligence findings, financial analysis, risk factors, and return expectations.

Assess portfolio company readiness for AI adoption across data infrastructure, use cases, and implementation capability.

Monitor portfolio company performance against plan, tracking KPIs, budget variance, and value creation initiatives.

Analyze and model investment returns including IRR, MOIC, DPI, and TVPI across different exit scenarios and timelines.

Analyze unit economics for portfolio companies, modeling CAC, LTV, payback periods, and contribution margins.

Build structured value creation plans with strategic initiatives, operational KPIs, and milestone tracking for portfolio companies.