PEai • AI-first deal execution

Systemised deal execution for PE, VC and capital raises.

PEai turns private capital workflows into a repeatable operating layer: deal intake, data rooms, investor access, Q&A, bookbuild, communications, evidence-backed AI and execution reporting.

What PEai does.

01

Deal rooms

Structure materials, staged disclosure, permissions and investor-facing pages around the transaction narrative.

02

Evidence-backed AI

Use source documents, model outputs and deal context to prepare answers, identify gaps and support diligence workflows.

03

Investor execution

Coordinate invites, NDA flow, Q&A, follow-ups, offer workflows and engagement signals from one operating layer.

Automated where it should be. Controlled where it must be.

PEai helps a deal team move faster without losing control of what investors see. AI prepares and organises the work; approvals, access and external communications stay governed.

Deal intake Data rooms Investor CRM Q&A workflows Bookbuild signals Source-backed AI Reporting

Built for private capital use cases.

The same system adapts across different deal types while keeping the core operating process consistent.

Private equity

Run buy-side, sell-side and portfolio workflows with controlled data rooms, diligence evidence, stakeholder tracking and approval discipline.

Venture capital

Systemise pipeline materials, founder updates, investor follow-up, Q&A and evidence packs for faster conviction building.

Capital raises

Present terms, use of funds, model outputs and supporting documents while managing access, engagement and next actions.

The process becomes repeatable.

Every mandate can be configured, launched, monitored and improved using the same operating pattern.

1

Set up

Capture the mandate, investor audience, access rules, materials and disclosure stages.

2

Prepare

Build the narrative, index evidence, organise the data room and identify missing support.

3

Execute

Invite investors, manage Q&A, track engagement and route approvals.

4

Convert

Use signals, offers and diligence gaps to drive the next action.

See PEai against your deal workflow.

Request a walkthrough for a PE process, VC workflow, capital raise, investor portal or internal deal-team operating system.

Request demo