Senior time lost on low-value tasks
IC memos, deal notes, reporting: your teams compile instead of analyzing.
The fund's most expensive time goes into formatting, not into the investment thesis.
Make AI your fund's
competitive edge.
Deal flow, memos, due diligence, LP reporting: your teams spend less time compiling, more time analyzing and investing.
Book a callTrusted by leading funds
The problem
AI seems to be everywhere. The value, nowhere.
The POC graveyard
You launch, prove, then give up for lack of a method to scale.
Dozens of hours invested in pilots that never reach the team's daily work.
An individual ChatGPT, zero compounding
Shadow AI: without a framework or integration, everyone tinkers on their own.
Some save time, but the fund sees neither ROI nor a collective advantage.
95%
of custom enterprise GenAI tools fail to reach production (MIT NANDA, 2025).
75%
of executives rank AI in their top 3 strategic priorities (BCG, 2025).
Our offer
Two fields of intervention, one goal.
Your internal operations, your portfolio companies, or both, depending on your priority.
01Your fund
Internal enablement
Implement, train and support investment and leadership teams. Rolling out ChatGPT, Claude, Dust, M365, wired into your processes.
✦Frame the fund's AI trajectory and make the value tangible for your teams, week after week.
02Portfolio companies
Portfolio company support
Understand the business stakes of each industry. Executive audit (stakes, use cases, opportunities), then deployment within your portfolio companies.
✦A shared AI vision at the highest level and ROI maximized across the whole portfolio.
Use cases
AI across your internal processes.
From the first touch with a deal to LP reporting, every step of the fund becomes faster, more reliable, more defensible. On the M&A advisory side, we break down what AI changes in running a mandate.
Deal flow & scoring
Qualifying and prioritizing inbound opportunities, comparison with your historical deals.
IC memos & due diligence
Accelerated investment memo drafting, data room synthesis, red flags.
6fund functions covered, from sourcing to reporting
How we help
Five ways to move forward, in the order that suits you.
FrameDeploy
- Enablement Bring partners, investment teams and portfolio executives on board: what AI changes for a fund, with demos and real portfolio cases.
- AI Audit Process mapping, data analysis, top 5 costed use cases with ROI per case. A roadmap you can defend in committee.
- AI Training Your teams get hands-on with Claude, ChatGPT or Microsoft Copilot, wired into your tools and procedures. Memos, due diligence, reporting.
- AI Automation Agents that run your high-volume processes: inbound flow handling, deal flow enrichment, automated reporting.
- AI ops product When off-the-shelf no longer cuts it: bespoke business apps, built on your data, that you own.
A proprietary method, accelerated by our tech.
Our internal tools map in days what traditional firms take weeks to audit.
A whole portfolio is audited in parallel, with a shared framework to benchmark your companies.
Accelerated immersion
Our stack maps your processes and surfaces use cases. Your teams prioritize the highest-ROI levers with us.
Pilot on your data
Fast POCs tested on your real deals, your processes and your teams' expertise. We co-build, never in a silo.
Scale without lock-in
Playbooks, training and evaluation tools: your teams stay in control. Continuous monitoring improves the deployment month after month.
Where to start?
30 minutes to identify your highest-impact use cases. No commitment.
Book a callReferences
They're already accelerating with Tandem.
European Private Equity fund
Copilot and Perplexity Enterprise for 100+ staff, with agents per function all the way to IC memos.
Read the case studyNewfund
6 AI agents on Dust cover deal analysis, from tech to exit, all the way to IC memos.
Read the case studyNomination
AI agents on commercial data: enrichment, qualification and team productivity.
Read the case studyTestimonials
Every solution was live in under six weeks. The quick wins galvanized the whole team. Tandem also supports our portfolio companies in identifying high-ROI levers and industrializing automations.
Éléonore Breton
Operating Partner, Newfund
White paper
Everything AI can do for your fund.
A complete guide, reserved for private capital professionals. Leave your email and we'll send it over.
✦Use cases by function, from deal flow to LP reporting
✦The ROI observed at the funds we work with
✦Our portfolio audit method, explained step by step
The questions we get, on the fund side.
What happens to our deal data?
An NDA before any exchange. Your data is never used to train models: per-deal isolated environments, enterprise-grade solutions (ChatGPT Enterprise, Claude, Dust, M365) and EU hosting available.
Are you compliant with regulatory requirements (DORA)?
Yes. Our deployments respect the compliance framework applicable to financial players, including DORA: ICT third-party risk management, traceability, operational resilience and processing security. We frame these requirements with your compliance teams from the audit onwards.
Do you work on the fund side or the portfolio side?
Both, with no imposed order: depending on your priority, we start with your internal operations (deal flow, memos, LP reporting), with your portfolio companies (executive audit then deployment), or both in parallel. We cover both options in AI and private equity: the fund or the portfolio companies.
How do you integrate with our tools?
We plug into what exists: Microsoft or Google suite, data rooms, deal flow CRM, Excel, reporting tools. No rip-and-replace: agents slot into your current processes.
How is ROI measured?
Case by case, before deployment. Every use case on the roadmap from our AI audit is costed: implementation cost, expected net gains, ROI and payback. You decide on numbers, not promises.
Who works on the engagement?
A dedicated squad with a mission lead, an AI builder (agent design and integration) and an AI trainer (adoption and team training). The mix adapts to the scope, with founders staying involved.