Transform private equity with agentic workflows that make AI truly useful. Our agentic AI automates financial modeling, VDR management, and portfolio analysis through intelligent workflows. Reduce due diligence time by 75% with useful AI that maintains institutional-grade quality.
Useful AI transforms VDR to investment memo
Traditional AI can't handle the complexity of PE workflows. Our agentic AI creates useful automation that actually completes due diligence tasks autonomously.
Traditional AI can't navigate secure data rooms or handle complex document structures
ChatGPT can't build LBO models or run scenario analysis automatically
You still have to do all the work - AI just gives suggestions
Useful AI that autonomously accesses, reads, and analyzes entire data rooms
Agentic workflows create complete financial models without manual input
From VDR to IC memo - useful AI completes the entire workflow
Our agentic workflows make AI useful for the unique demands of investment professionals, delivering institutional-grade security with intelligent automation.
Evaluate 5x more deals with agentic workflows that make AI useful. Our agentic AI automates due diligence, financial modeling, and memo creation through intelligent workflow automation.
Real-time portfolio monitoring with agentic workflows that make AI useful. Our agentic AI tracks KPIs, identifies risks, and spots opportunities across holdings through intelligent automation.
End-to-end encryption with zero data retention. Your sensitive deal data is protected by the highest security standards.
Our agentic workflows make AI useful throughout the complete investment lifecycle, from deal sourcing to portfolio optimization with intelligent automation.
Accelerate due diligence with agentic workflows that make AI useful for document analysis, risk assessment, and opportunity identification.
Agentic workflows make AI useful for automated DCF, LBO, and scenario analysis with institutional-grade accuracy through intelligent automation.
Secure virtual data room access with agentic workflows that make AI useful for document analysis and organization.
Advanced portfolio performance tracking, benchmarking, and optimization recommendations.
Access 12+ premium data sources for comprehensive market intelligence and deal sourcing.
Automated LP reporting, performance analytics, and audit trail management.
See how agentic workflows make AI useful for real PE tasks
Secure connection to target's data room
AI extracts financials, contracts, risks
Useful AI creates LBO models automatically
Investment committee memo ready
Connect to portfolio company systems
Real-time performance monitoring
AI identifies risks and opportunities
Automated quarterly reports
Watch how UsefulAI transforms due diligence workflows with intelligent automation
Quick overview of key features
Actual due diligence workflow
Automated analysis in minutes
Built for financial institutions with the highest security and privacy standards
AES-256 encryption for all data
EU data protection and privacy standards
No persistent storage of sensitive data
Microsoft cloud infrastructure security
Quantify the impact of agentic workflows and useful AI on your investment process and fund performance
*Based on 75% time reduction for due diligence and 70% for financial modeling. Enables evaluation of more deals with same resources.
Transform Your PE Operations →Choose the plan that fits your needs. All plans include our core automation features.
Join private equity firms who have already transformed their due diligence and investment analysis with agentic workflows that make AI truly useful for finance.
Full access to all agentic workflows and useful AI capabilities with enterprise security.
Experience institutional-grade agentic workflows that make AI useful with full privacy protection