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.
Purpose built for Private Equity, Kairos revolutionizes how PE professionals uncover insights, streamline due diligence, accelerate value creation and improve investor experiences.
Over 800 connected entity types and relationships
Trained specifically for the context of Deal Sourcing, Investment Theses, LBO models, Investor Reports and Portfolio Monitoring
Specialized agents operate in concert through a central Control Tower
Context-aware routing between Deal Execution agents, Portfolio Optimization and IR agents
Connect seamlessly enterprise systems, third-party data feeds & files
Support for private deployments
Extracts and summarizes key deal highlights from CIMs and teasers
Finds and analyzes relevant companies; compares revenue, margins, growth, multiples.
Synthesizes data room files, flags red flags, scores diligence across areas.
Drafts Investment Committee memos from source data and prior investment templates.
Post-exit, compares actuals vs. model: revenue, margins, exit multiples, IRR.
Maps value-creation levers at underwriting and tracks realization vs. plan.
Orchestrates due diligence workflows with dynamic checklists and task tracking.
Extracts and chronologically organizes financials from Excel, PDFs,and slides.
Monitors market developments, regulatory changes, and key personnel signals.
Surfaces high-spend areas, benchmarked against peers, to identify cost-saving opportunitiess.
Parses contract terms, renewal triggers, and obligations; flags risks and overlaps.
Monitors execution status, logs achieved milestones, flags delays vs. roadmap
Conversational interface to query all portco data— financials, ops, contracts, etc.
Auto-writes narratives on portco performance using financials and qualitative inputs.
Tracks deliverables, sends reminders, and flags overdue updates from portcos
Creates and updates offering memorandums using structured firm data.
Extracts key points and actionable insights from earnings calls and transcripts.
Generates LP-specific pitchbooks aligned to tone, format, and strategy.
Delivers timely, accurate LP reports aligned with ILPA and firm standards.
Auto-completes questionnaires using past responses, flags stale or missing data.
Drafts announcements and speaking points aligned to firm positioning.
Crafts timely, personalized replies to LP queries using internal knowledge.
Aggregates peer data, highlights valuation trends, and flags outliers by sector.
Combines valuation outputs with market data and firm guidelines into narratives.
Synthesizes data room files, flags red flags, scores diligence across areas.
Flags compliance violations and surfaces supporting evidence for every transaction.
Matches capital calls, bank feeds, and accounting entries for variance detection
Proposes legal entity structures from historical patterns and investment type.
Builds and refines cash flow models based on activity and trends.
Monitors NAV preparation milestones and delivery deadlines across funds.
Conversational interface to query fund-level and transaction data in real time.
Scans proprietary, public, and third-party sources to identify qualified targets.
Drafts highly tailored emails and materials using company signals and CRM history.
Tracks sourced opportunities through funnel stages, flags dropoff patterns and time lags.
Tracks firm’s brand mentions, panel appearances, and content in key sectors
Surfaces past touchpoints with targets: emails, meetings, deal notes, coinvests.
Extracts key insights, follow-ups, and sentiment from BD and target company calls.
Beyond Generative and Agentic AI, Kairos brings PE-native intelligence, seamless integration, and enterprise-grade security, all designed around the business user
Over 800 connected entity types and relationships Trained specifically for the context of Deal Sourcing, Investment Theses, LBO models, Investor Reports and Portfolio Monitoring
Pre-packaged AI agents for specified use cases like Deal sourcing, IC memo generation, Portfolio data collection and monitoring & Investor servicing
Kairos supports private deployments ensuring all private data and customer agent training never leaves within client’s infrastructure
Manual editing, review, and approval workflows ensure accuracy and compliance. Maker-checker capabilities maintain operational rigor
Redefining analytics, insights and decision support for Private Equity
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.
Surface key insights from complex datasets and external sources (portfolio financials, news, and market data included)
Automatically match, verify, and cleanse data points across diverse sources, reducing manual effort
AI agents automatically process and harmonize data from documents and systems
Instantly draft investment memos and reports, while still allowing human experts to refine and approve
Empowering private equity firms to achieve their full potential through Empowering private equity firms to achieve their full potential through
Empowering private equity firms to achieve their full potential through Empowering private equity firms to achieve their full potential through
Empowering private equity firms to achieve their full potential through Empowering private equity firms to achieve their full potential through
