Kairos

The Leading AI & Experience Framework built for how Private Equity firms think and move

About Kairos

The Connected Private Equity Experience, redefining analytics, insights and decision support for PE firms

Kairos empowers PE teams to uncover critical insights faster, streamline the due diligence process, and identify value creation opportunities that drive long-term growth.

Kairos harnesses the combined strengths of Gen AI, Agentic AI, and Knowledge Graphs to fundamentally transform the way Private Equity professionals work.

With a trusted, data-first foundation, Kairos simplifies complex analysis, enables smarter decision-making, and enhances investor experiences by providing clear, actionable insights – when and where they’re needed most.

About-Kairos-AI

Reimagining Private Equity insights

The AI Operating System for Private Equity

Purpose built for Private Equity, Kairos revolutionizes how PE professionals uncover insights, streamline due diligence, accelerate value creation and improve investor experiences.

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    PE Knowledge Graph

    Over 800 connected entity types and relationships

    Trained specifically for the context of Deal Sourcing, Investment Theses, LBO models, Investor Reports and Portfolio Monitoring

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    Multi-Agent Framework

    Specialized agents operate in concert through a central Control Tower

    Context-aware routing between Deal Execution agents, Portfolio Optimization and IR agents

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    Enterprise Grade AI

    Connect seamlessly enterprise systems, third-party data feeds & files

    Support for private deployments

AI Agents Tuned for Private Equity Teams

Deal 360

  • CIM & Teaser Summarizer

    Extracts and summarizes key deal highlights from CIMs and teasers

  • Company Profile Builder

    Finds and analyzes relevant companies; compares revenue, margins, growth, multiples.

  • Diligence Scorecard Builder

    Synthesizes data room files, flags red flags, scores diligence across areas.

  • IC Memo Generator

    Drafts Investment Committee memos from source data and prior investment templates.

  • Underwriting vs. Outcome Reconciler

    Post-exit, compares actuals vs. model: revenue, margins, exit multiples, IRR.

  • Value Creation Tracker

    Maps value-creation levers at underwriting and tracks realization vs. plan.

  • Diligence Process Manager

    Orchestrates due diligence workflows with dynamic checklists and task tracking.

Value Creation Suite

  • Financial Data Aggregator

    Extracts and chronologically organizes financials from Excel, PDFs,and slides.

  • Operational Metrics Collector

    Monitors market developments, regulatory changes, and key personnel signals.

  • Vendor Spend Analyzer

    Surfaces high-spend areas, benchmarked against peers, to identify cost-saving opportunitiess.

  • Contract Intelligence Agent

    Parses contract terms, renewal triggers, and obligations; flags risks and overlaps.

  • Value Creation Plan Tracker

    Monitors execution status, logs achieved milestones, flags delays vs. roadmap

  • Kairos Portfolio Chat

    Conversational interface to query all portco data— financials, ops, contracts, etc.

  • Performance Commentary Assistant

    Auto-writes narratives on portco performance using financials and qualitative inputs.

  • Submission & Compliance Tracker

    Tracks deliverables, sends reminders, and flags overdue updates from portcos

Investor Relations Suite

  • Private Placement Memo Generator

    Creates and updates offering memorandums using structured firm data.

  • Earnings Call Insights Agent

    Extracts key points and actionable insights from earnings calls and transcripts.

  • Investor Pitchbook Generator

    Generates LP-specific pitchbooks aligned to tone, format, and strategy.

  • Quarterly Reporting Assistant

    Delivers timely, accurate LP reports aligned with ILPA and firm standards.

  • DDQ Response Assistant

    Auto-completes questionnaires using past responses, flags stale or missing data.

  • Press Release & Talking Points

    Drafts announcements and speaking points aligned to firm positioning.

  • LP Email Response Assistant

    Crafts timely, personalized replies to LP queries using internal knowledge.

Finance Agents

  • Comparable Analysis Agent

    Aggregates peer data, highlights valuation trends, and flags outliers by sector.

  • Valuation Memo Generator

    Combines valuation outputs with market data and firm guidelines into narratives.

  • Diligence Scorecard Builder

    Synthesizes data room files, flags red flags, scores diligence across areas.

  • Audit Support Agent

    Flags compliance violations and surfaces supporting evidence for every transaction.

  • Transaction Reconciliation Agent

    Matches capital calls, bank feeds, and accounting entries for variance detection

  • Fund Structure Generator

    Proposes legal entity structures from historical patterns and investment type.

  • Cash Flow Forecasting Assistant

    Builds and refines cash flow models based on activity and trends.

  • NAV Calendar Tracker

    Monitors NAV preparation milestones and delivery deadlines across funds.

  • Kairos Fund Chat Assistant

    Conversational interface to query fund-level and transaction data in real time.

Business Development Accelerators

  • Opportunity Sourcing Agent

    Scans proprietary, public, and third-party sources to identify qualified targets.

  • Outreach Personalization Agent

    Drafts highly tailored emails and materials using company signals and CRM history.

  • Deal Funnel Performance

    Tracks sourced opportunities through funnel stages, flags dropoff patterns and time lags.

  • Market Engagement Monitor

    Tracks firm’s brand mentions, panel appearances, and content in key sectors

  • Relationship History Analyzer

    Surfaces past touchpoints with targets: emails, meetings, deal notes, coinvests.

  • Call Transcript Analyzer

    Extracts key insights, follow-ups, and sentiment from BD and target company calls.

AI Edge for Private Equity Teams

The Kairos Differentiation

Beyond Generative and Agentic AI, Kairos brings PE-native intelligence, seamless integration, and enterprise-grade security, all designed around the business user

  • Domain-Specific-Agents

    Domain Specific Agents

    Over 800 connected entity types and relationships Trained specifically for the context of Deal Sourcing, Investment Theses, LBO models, Investor Reports and Portfolio Monitoring

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    Specialized Use Cases

    Pre-packaged AI agents for specified use cases like Deal sourcing, IC memo generation, Portfolio data collection and monitoring & Investor servicing

  • Enterprise-Grade-Security-and-Integration

    Enterprise Grade Security and Integration

    Kairos supports private deployments ensuring all private data and customer agent training never leaves within client’s infrastructure

  • Human-in-the-loop-AI

    Human in the loop AI

    Manual editing, review, and approval workflows ensure accuracy and compliance. Maker-checker capabilities maintain operational rigor

The Connected Private Equity Experience

Redefining analytics, insights and decision support for Private Equity

KAIROS private equity platform process flow
Discovery to Execution

Core Capabilities

From initial opportunity discovery to final execution, Kairos supports every stage of the PE lifecycle. With Kairos, PE firms gain clarity, speed, & confidence from day one to exit.

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    Information Discovery

    Surface key insights from complex datasets and external sources (portfolio financials, news, and market data included)

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    Data Reconciliation

    Automatically match, verify, and cleanse data points across diverse sources, reducing manual effort

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    AI based data harmonization and standardization

    AI agents automatically process and harmonize data from documents and systems

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    Document Generation & Summarization

    Instantly draft investment memos and reports, while still allowing human experts to refine and approve

PE Knowledge Graph

At the heart of Kairos lies a domain-specific knowledge graph meticulously designed for private equity workflows. It connects over 800 entity types, such as companies, deals, LBO models, investors, financial metrics, contracts — and maps their interrelationships. This powerful structure underpins features like deal sourcing, investment theses, LBO modelling, investor reports, and portfolio monitoring. Built to harmonize both structured system data and unstructured inputs (e.g., CIMs, teasers, transcripts), it enables comprehensive situational awareness across the investment lifecycle. 

How PE Teams Benefit

For private equity teams, the Knowledge Graph acts as an intelligent fabric that breaks data silos and accelerates insight generation. Instead of spending hours manually stitching together information, deal teams, for example, can instantly navigate relationships across target companies, comparable transactions, portfolio companies, and sector trends. This dramatically improves due diligence speed, surfaces hidden risks, highlights cross-portfolio synergies, and identifies new investment opportunities.

As market conditions shift, the graph continuously updates and adapts, ensuring investment teams always have the most context-rich, actionable intelligence at their fingertips. 

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Driving Smarter Decisions 

By embedding this richly interconnected knowledge base into its ecosystem, Kairos delivers context-aware capabilities that radically streamline analyst workflows. Users can explore networks of targets, competitors, holdings, and contractual dependencies with ease. This amplifies research depth, enhances risk management, and supports better-informed investment committee discussions, ultimately helping PE firms move with greater confidence and speed. 

Agentic AI

Agentic AI stands apart from traditional AI agents by enabling proactive, goal-driven workflows. Think of it as a team of intelligent agents that autonomously plan, delegate, and execute complex tasks across multiple phases. Unlike generative AI, which passively responds to prompts, agentic systems assess objectives, break them into subtasks, coordinate across tools or agents, and adapt dynamically with persistent memory and automated orchestration.

Brownloop’s Kairos exemplifies this model in the private equity domain. Its specialized agents collaborate through a central “Control Tower” to handle discrete but connected tasks like deal sourcing, diligence, portfolio monitoring, LP reporting, and more, routing responsibilities intelligently based on context. For example, one agent extracts data from a CIM, another scores diligence risk, while a third auto-drafts an investment memo and all operate in concert to achieve seamless transaction workflows.

This agentic approach drastically improves efficiency and decision quality. As research shows, multi-agent AI systems boost autonomy while raising new challenges around trust, coordination, and explainability. Kairos tackles these challenges via private deployment, explainable outputs (“maker-checker” workflows), and robust enterprise-grade controls, holding agents accountable and human oversight intact. 

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Agentic AI in Kairos Means: 

  • Autonomous Orchestration

    Intelligent agents working in harmony to execute end-to-end investment tasks under a central control mechanism.

  • Task Decomposition & Routing

    Decomposing workflows such as sourcing → diligence → memo drafting, with each sub-agent focusing on its specialty. 

  • Explainability & Governance

    clear audit trails, private deployments, and human-in-the-loop checks ensure trust, control, and regulatory compliance. 

Kairos brings next-generation multi-agent AI into private equity—delivering smart, explainable, and collaborative automation across the entire deal lifecycle. 

Integration

Kairos is engineered to seamlessly blend with both structured and unstructured data sources, enabling Private Equity teams to tap into every corner of their investment ecosystem—from CRMs (Salesforce, HubSpot etc), financial systems (NetSuite, QuickBooks), data rooms (Intralinks, Datasite), ERP platforms (SAP, Oracle etc), to spreadsheets, PDFs, market data providers (PitchBook, Capital IQ etc), and even internal file drives and email archives, all without the need to manually consolidate information.

By providing deep connectors into enterprise systems, third-party data feeds, and file repositories, Kairos supports real-time ingestion and harmonization of financials, contracts, CIMs, operational KPIs, and market indicators. Its robust data integration layer cleanly matches and verifies data points across sources, reducing manual data wrangling and ensuring consistency across the entire deal lifecycle.

Once ingested, the data flows through a centralized knowledge graph and agent-control tower, enabling context-aware routing between Deal Execution, Portfolio Optimization, Investor Relations, and Risk agents. The result is an end-to-end, secure, and explainable integration architecture, fully deployed within the client’s infrastructure empowering PE teams to generate IC memos, dashboards, portfolio insights, LP reports and more effortlessly.

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Document Analyser: Intelligent Extraction & Summarization 

Kairos excels at transforming unstructured deal documents such as CIMs, teasers, contracts, and data-room files into structured, actionable intelligence. Through its Document Generation & Summarization feature, the platform automatically extracts key highlights, financials, and red-flag items, harmonizing data from a mix of Excel spreadsheets, PDFs, slides, and transcripts. Complex financial details like revenue trends, margin shifts, and contractual triggers are chronologically organized and parsed for review, enabling teams to quickly identify critical issues without manual sifting. 

Beneath this functionality lies Kairos’s agent-driven AI pipeline part of the “AI-based data harmonization and standardization” core which combines generative and agentic models to dissect and integrate documents seamlessly. Specialized “Document Intelligence” agents flag compliance risks in contracts, track renewal clauses and obligations, and score diligence areas across files.  Kairos ensures a cohesive, human-in-the-loop review process with full traceability and approval workflows in place. 

The document analyser acts as a force multiplier for due diligence and portfolio management automating extraction, detection, summarization, and tracking across every stage. It not only surfaces insights faster but does so within an auditable, secure environment tailored to private equity needs. 

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Featured Case Studies

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