Optimize portfolio operations with living company profiles that surface opportunities and monitor value creation initiatives in real time.
Enhance LP communications with always-current intelligence, automating reporting while preserving personalized engagement and trust.
Unify financial workflows with real-time intelligence for faster, more accurate reporting, forecasting, and fund operations.
Unify financial workflows with real-time intelligence for faster, more accurate reporting, forecasting, and fund operations.
Deal Teams
CIM & Teaser Summarizer
Extracts and summarizes key deal highlights from confidential information memoranda and teasers.
Company Profile Builder
Analyzes relevant companies; compares revenue, margins, growth, and valuation multiples.
Diligence Scorecard Builder
Synthesizes data room content, scores diligence across domains, and flags anomalies.
IC Memo Generator
Drafts Investment Committee memos from source data and prior investment templates.
Underwriting vs. Outcome Reconciler
Compares post-exit actuals to underwriting models, tracking revenue, margins, multiples, and IRR.
Value Creation Tracker
Maps value-creation levers defined at underwriting and tracks realization versus plan over time.
Diligence Process Manager
Orchestrates diligence workflows using dynamic checklists and task tracking.
Value Creation
Financial Data Aggregator
Extracts structured data from spreadsheets, PDFs, and slides and chronologically organizes financials.
Operational Metrics Collector
Monitors macro and micro indicators like market shifts, regulatory changes, and key personnel signals.
Vendor Spend Analyzer
Surfaces high-spend areas, benchmarks vendor spend, and identifies cost-saving opportunities.
Contract Intelligence Agent
Parses contract terms, triggers, and risks and identifies renewal alerts and obligations.
Value Creation Plan Tracker
Monitors execution status, logs milestones, and flags slippages across the portfolio.
Performance Commentary Assistant
Generates narrative commentary for PortCo performance based on financial and strategic inputs.
Kairos Portfolio Chat
Provides a conversational interface to explore financials, contracts, KPIs, and status across PortCos.
Submission & Compliance Tracker
Tracks deliverables, sends reminders, and flags overdue deliverables from PortCos.
Investor Relations
Private Placement Memo Generator
Creates and updates offering memorandums using firm and fund data.
Earnings Call Insights Agent
Extracts takeaways, sentiment, and action items from earnings calls and transcripts.
Investor Pitchbook Generator
Crafts pitch decks tailored to LPs, integrating co-investment and fund insights.
Quarterly Reporting Assistant
Compiles ILPA-compliant LP reports using automated data pulls and pre-defined formats.
DDQ Response Assistant
Auto-fills DDQs from historical responses and flags incomplete or stale data.
Press Release & Talking Points Generator
Drafts public announcements and speaking points, aligning messaging with firm positioning.
LP Email Response Assistant
Crafts tailored replies to LP queries using firm data and prior engagement history.
Finance & Operations
Comparable Analysis Agent
Benchmarks expenses and valuations against peers, identifying outliers and sectoral trends.
Valuation Memo Generator
Compiles valuation outputs with market comps and firm methodologies into investment narratives.
Audit Support Agent
Surfaces compliance violations, organizes audit-ready evidence, and flags risks.
Transaction Reconciliation Agent
Matches capital flows across systems (bank feeds, PCAPs, fund admin) to detect mismatches.
Fund Structure Generator
Suggests optimal legal entity structures based on past investments and fund strategy.
Cash Flow Forecasting Assistant
Builds and refines dynamic cash flow models using fund data, past activity, and projected scenarios.
NAV Calendar Tracker
Tracks NAV timelines and deadlines to ensure timely reporting and reduce close risk.
Kairos Fund Chat Assistant
Provides a chat-based interface to explore real-time fund-level and transaction data.
Business Development
Opportunity Sourcing Agent
Scans public, proprietary, and niche sources for high-fit targets to identify qualified targets.
Outreach Personalization Agent
Crafts hyper-personalized messages based on CRM history, company signals, and context.
Deal Funnel Performance Tracker
Monitors pipeline health, identifies drop-offs by stage or sector, and flags bottlenecks.
Market Engagement Monitor
Tracks firm mentions, content, and panel appearances across key platforms and sectors.
Relationship History Analyzer
Consolidates emails, meetings, deal notes, and co-invests to surface warm relationships.
Call Transcript Analyzer
Extracts sentiment, follow-ups, and key insights from BD and IC calls.
Speed up the deal lifecycle with insights powered by AI and dynamic tracking of key data points to build a complete, actionable deal intelligence.
CIM & Teaser Summarizer
Extracts and summarizes key deal highlights from confidential information memoranda and teasers.
Company Profile Builder
Analyzes relevant companies; compares revenue, margins, growth, and valuation multiples.
Diligence Scorecard Builder
Synthesizes data room content, scores diligence across domains, and flags anomalies.
IC Memo Generator
Drafts Investment Committee memos from source data and prior investment templates.
Underwriting vs. Outcome Reconciler
Compares post-exit actuals to underwriting models, tracking revenue, margins, multiples, and IRR.
Value Creation Tracker
Maps value-creation levers defined at underwriting and tracks realization versus plan over time.
Diligence Process Manager
Orchestrates diligence workflows using dynamic checklists and task tracking.
Optimize portfolio operations with living company profiles that surface opportunities and monitor value creation initiatives in real time.
Financial Data Aggregator
Extracts structured data from spreadsheets, PDFs, and slides and chronologically organizes financials.
Operational Metrics Collector
Monitors macro and micro indicators like market shifts, regulatory changes, and key personnel signals.
Vendor Spend Analyzer
Surfaces high-spend areas, benchmarks vendor spend, and identifies cost-saving opportunities.
Contract Intelligence Agent
Parses contract terms, triggers, and risks and identifies renewal alerts and obligations.
Value Creation Plan Tracker
Monitors execution status, logs milestones, and flags slippages across the portfolio.
Performance Commentary Assistant
Generates narrative commentary for PortCo performance based on financial and strategic inputs.
Kairos Portfolio Chat
Provides a conversational interface to explore financials, contracts, KPIs, and status across PortCos.
Submission & Compliance Tracker
Tracks deliverables, sends reminders, and flags overdue deliverables from PortCos.
Enhance LP communications with always-current intelligence, automating reporting while preserving personalized engagement and trust.
Private Placement Memo Generator
Creates and updates offering memorandums using firm and fund data.
Earnings Call Insights Agent
Extracts takeaways, sentiment, and action items from earnings calls and transcripts.
Investor Pitchbook Generator
Crafts pitch decks tailored to LPs, integrating co-investment and fund insights.
Quarterly Reporting Assistant
Compiles ILPA-compliant LP reports using automated data pulls and pre-defined formats.
DDQ Response Assistant
Auto-fills DDQs from historical responses and flags incomplete or stale data.
Press Release & Talking Points Generator
Drafts public announcements and speaking points, aligning messaging with firm positioning.
LP Email Response Assistant
Crafts tailored replies to LP queries using firm data and prior engagement history.
Unify financial workflows with real-time intelligence for faster, more accurate reporting, forecasting, and fund operations.
Comparable Analysis Agent
Benchmarks expenses and valuations against peers, identifying outliers and sectoral trends.
Valuation Memo Generator
Compiles valuation outputs with market comps and firm methodologies into investment narratives.
Audit Support Agent
Surfaces compliance violations, organizes audit-ready evidence, and flags risks.
Transaction Reconciliation Agent
Matches capital flows across systems (bank feeds, PCAPs, fund admin) to detect mismatches.
Fund Structure Generator
Suggests optimal legal entity structures based on past investments and fund strategy.
Cash Flow Forecasting Assistant
Builds and refines dynamic cash flow models using fund data, past activity, and projected scenarios.
NAV Calendar Tracker
Tracks NAV timelines and deadlines to ensure timely reporting and reduce close risk.
Kairos Fund Chat Assistant
Provides a chat-based interface to explore real-time fund-level and transaction data.
Drive origination with intelligent sourcing and relationship management, powered by comprehensive and continuously refreshed market intelligence.
Opportunity Sourcing Agent
Scans public, proprietary, and niche sources for high-fit targets to identify qualified targets.
Outreach Personalization Agent
Crafts hyper-personalized messages based on CRM history, company signals, and context.
Deal Funnel Performance Tracker
Monitors pipeline health, identifies drop-offs by stage or sector, and flags bottlenecks.
Market Engagement Monitor
Tracks firm mentions, content, and panel appearances across key platforms and sectors.
Relationship History Analyzer
Consolidates emails, meetings, deal notes, and co-invests to surface warm relationships.
Call Transcript Analyzer
Extracts sentiment, follow-ups, and key insights from BD and IC calls.
Purpose-built for private equity
AI Agents That Become a Part of Your Team
