How a European Private Equity fund equipped 100+ staff with Microsoft Copilot and Perplexity Enterprise
A European Private Equity fund with more than €15B in AUM and 4 parallel strategies. We deployed Copilot and Perplexity Enterprise across every team, trained all levels, and built around fifteen specialised agents and skills per function.
Equipping a whole team with AI, keeping pace with AUM growth
More than 50 holdings across Europe, 4 parallel strategies, a strong Microsoft 365 environment with no deployed AI copilot and no connectors. The same information was rebuilt at each investment committee, each due diligence, each investor report. The challenge wasn't only technical: a 100+ team had to skill up on generative AI, fast, without imposing yet another tool from the top.
Staff to equip
A 100+ team on Microsoft 365, with no framed AI copilot for daily work.
Holdings to track
More than 50 holdings across Europe, each feeding memos, due diligences and reports rebuilt by hand.
Parallel strategies
Four investment strategies run side by side: as many reference bases to maintain in parallel.
Private Equity, EuropeA European Private Equity fund
The client is an independent European Private Equity fund focused on real assets. It runs 4 investment strategies in parallel, across the major structural trends of the European economy: energy transition, digital, mobility, demographics.
With more than €15B in AUM and over 50 holdings across Europe, a team of 100+ operated inside a Microsoft 365 environment with no framed AI usage. Fertile ground for copilots and specialised agents, provided the teams were trained and the data structured upstream.
Two tools, two workstreams: equip everyone, then specialise by function
Rather than layering a single tool onto the existing M365, we combined native Microsoft Copilot and Perplexity Enterprise, and ran two workstreams in parallel: training for the whole team, and the build of specialised agents and skills per function. The point: connect the data sources and frame governance before industrialising any use case.
Audit & mapping
Targeted interviews by function (deals, due diligence, ESG, investor relations, portfolio). Dozens of use cases identified, narrowed to a short-list prioritised on impact x feasibility.
Training by level, every employee
Small group sessions of 4 to 5 people per level. Getting started with Copilot and Perplexity Enterprise, Copilot in Word and Excel, building Perplexity skills, building interfaces, first agents, prompting best practices. Top management included.
Building specialised agents & skills
Fifteen to twenty agents and skills built across both tools, by function: invest (deal flow, due diligence, IC memo prep, portfolio monitoring), legal, ESG, HR, and cross-team productivity. Each agent connected to the right sources, with sourced answers.
Adoption & usage tracking
Rollout across all teams, with no usage mandate. Adoption tracked continuously to tune prompts and critical agents.
All levels trained, around fifteen agents in production, adopted with no mandate
Microsoft Copilot and Perplexity Enterprise deployed across all teams, 100+ staff trained in level-based groups, and fifteen to twenty specialised agents and skills covering invest, legal, ESG, HR and cross-team productivity. Voluntary adoption, no usage mandate.
« Our goal was to put AI in the hands of every team, with method. Tandem's support helped us move fast, within a controlled framework. »
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