AI Founder Research Agent - Private Equity Firm
AI founder research agent designed to gather and analyze prospect information dropped lead discovery time by 80% resulting in twice as many closed deals.
[ CHALLENGE ]
Private equity work isn't just about evaluating the company itself. Often times it requires a deep evaluation of the founder and their core team because firms are also betting that the team's skillsets, experiences, and personalities match the requirements needed to grow a company. Their previous approach faced three core problems:
Slow and repetitive manual searching, which results in missed opportunities .
Lack of structured data sources, resulting in unfounded decision making.
Limited scalability due to high staff overhead.
The firm needed a faster and more robust approach to accurately evaluate leaders they were considering investing in.
[ SOLUTION ]
We built PEG a custom AI-powered research agent to rapidly evaluate company founders and their core team's skillsets, experiences, and personalities. Here are three keys to how we designed the tool in 8 weeks:
Automatic Structured and Unstructured Data Collection
Instead of slow and repetitive manual searching, we automated the AI research agent's data ingestion pipeline to automatically gather team data from structured sources such as CrunchBase and unstructured feeds such as social media, interviews, and blogs/publications.
Rapid Indexing and Retrieval for Ground Truth Answering
In order to guarantee answer quality and prevent hallucinations, the AI research agent references the indexed data and prepares summaries with embedded citations for each data source it based its evaluation on. This provides an objective, evidence backed summary on each team member's experiences, skillsets, and personalities which allows the firms partners to rapidly make data-driven decisions based on facts.Multi-Agent for Simultaneous Evaluation of Company Teams
In order to maximize scalability, the system allows for multi-agent searching to collect and evaluate an entire company's core team simultaneously.
[ RESULTS ]
+94%
Increase in deals closed
4x
The number of evaluations performed per analyst
-18%
Decrease in staff overhead
