AI transformation for private equity firms and their portfolio companies
Privateequity
Native helps PE firms use AI in due diligence, the first 100 days, value creation and portfolio reporting, and builds agents inside portfolio companies.
Where AI has an impact in private equity
Data room review
Contracts, financials and customer files read end to end, with a cited summary and the exceptions flagged.
Commercial and operational diligence
Target workflows mapped and ranked by where agents would have impact after close.
Integration and system mapping
Charts of accounts, customer lists and supplier records reconciled across the platform and the add-on.
Portfolio reporting
Company packs collected, normalised to your KPI definitions and drafted into one quarterly view.
- Value creation agents
- Procurement and spend
- LP reporting support
- Exit readiness
Native helps private equity firms use AI at the deal team and inside the portfolio: faster due diligence, a first 100 days with AI built into the plan, value creation through agents in each company's operations, and portfolio reporting that no longer depends on spreadsheets. We map a portfolio company's workflows, rank them by EBITDA impact and put the first agents into production within weeks of close.
Case study · Pierpont Holdings
Pierpont Holdings gave its procurement leaders one view of 2.7M records.
Native helped Pierpont build EP2, three AI agents on its existing Microsoft SQL infrastructure, so procurement leaders can see revenue at risk, ask questions in plain English, and pull supplier reports on demand.
Frequently asked questions
How are private equity firms using AI?
At the fund, AI speeds up due diligence and portfolio reporting. Inside portfolio companies, it rebuilds workflows such as order entry, billing and customer service around agents, which is where most of the margin impact sits.
Can AI do due diligence?
AI can read a data room far faster than a deal team, write cited summaries and flag the contracts and figures that need attention. The judgement on the deal stays with the people doing it.
How does AI help with post-acquisition integration?
Agents reconcile records across the platform and the acquired company, map one chart of accounts onto another, and produce combined reporting before the systems themselves are merged.
What does an AI transformation partner do for a portfolio company?
An AI transformation partner maps the company's operations, ranks the workflows by impact and builds agents that run them inside the company's own systems. At Native the forward-deployed engineers who do the mapping also do the build.
How quickly can AI show impact in a portfolio company?
The first agent is usually in production within weeks of starting, so its impact shows up inside the first 100 days. Whole departments can be working AI native within months.
