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Generative-AI

Revolutionizing Private
Equity With Cutting-Edge
Generative AI

Unlocking the full potential of Private Equity through innovative Generative AI solutions is the mission of our team at A&M PEPI. We provide a comprehensive suite of products and services tailored to empower Private Equity firms in harnessing the transformative power of Generative AI technologies. Our goal is simple: to enable our clients to maximize value at every stage of the Deal Lifecycle Management.

Private Equity Value Creation With Generative AI

A&M PEPI supports companies, investors and executives throughout the entire lifecycle and life events of an organization.

Deal Lifecycle

Diligence

  • Investment
    Memo Generation
  • Diligence
    Management

First 100-days

  • Day-1 and Day-100
    Planning
  • Performance
    Improvement
    Planning

Hold Period

  • Portfolio Health Monitoring
  • Portfolio Problem Identifier
  • Performance Improvement
    Initiative Tracking

Exit Planning

  • Sell-side Planning
  • Market Research

Portfolio Valuation Enhancement

Diligence

  • Value Creation
    Planning
  • Operational/Commercial/
    Tech Diligence

First 100-days

  • Performance Improvement
    Planning & Recording
  • Day 1 and Day 100
    Planning

Hold Period

  • Margin Management
  • Operational Optimization

Exit Planning

  • Sell-side Documentation
  • Sell-side Management

Deal
Lifecycle

Diligence

  • Investment
    Memo Generation
  • Diligence
    Management

First 100-days

  • Day-1 and Day-100
    Planning
  • Performance
    Improvement
    Planning

Hold Period

  • Portfolio Health Monitoring
  • Portfolio Problem Identifier
  • Performance Improvement
    Initiative Tracking

Exit Planning

  • Sell-side Planning
  • Market Research

Diligence

  • Investment
    Memo Generation
  • Diligence
    Management

First 100-days

  • Day-1 and Day-100
    Planning
  • Performance
    Improvement
    Planning

Hold Period

  • Portfolio Health Monitoring
  • Portfolio Problem Identifier
  • Performance Improvement
    Initiative Tracking

Exit Planning

  • Sell-side Planning
  • Market Research

Deal Lifecycle Management

Generative AI enhances investment memo generation, diligence management, and performance planning, streamlining processes and improving accuracy throughout the entire deal lifecycle, from diligence to exit.

Portfolio Valuation Enhancement

AI-driven tools facilitate value creation planning, and operational optimization, driving continuous improvement and maximizing strategic value in portfolio companies.

At the heart of our Generative AI platform, A&M Assist, lies the proprietary Private Equity Chain of Thought framework developed by A&M.

THIS FRAMEWORK ENCOMPASSES:
  • A sophisticated multi-modal problem-solving orchestration layer that streamlines data collection, organizes problem-solving processes, and facilitates in-depth analysis and knowledge retrieval.
  • Continuous adaptation and training mechanisms, leveraging insights from A&M’s vast database to enhance the tool’s performance over time.
  • The acclaimed “What/So-What/Now-What” methodology, employing proprietary analysis trees to ensure a structured and comprehensive approach to problem-solving.
  • A dynamic knowledge base enriched by A&M’s extensive operational legacy, combined with state-of-the-art data analysis capabilities.

The A&M Assist Platform, powered by Generative AI, is a Deal Lifecycle Management platform that has multiple configurations including:

Co-Pilot experience that accelerates due diligences by aiding in initial point of view creation, hypothesis formulation, identifying red flags, synthesizing conclusions and formulating the investment thesis

Co-Pilot experience that monitors the impact of performance improvement initiatives

Co-Pilot experience to monitor portfolio company performance against KPIs and identify early warning signs for remediation

Co-Pilot experience to explore content within a VDR, knowledge base, image and internet

Co-Pilot experience to accelerate the creation of screening memos, field visit memo, investment committee memo and indication of interest document

Multi-layered digital library accessible with natural language querying optimized for precise knowledge extraction

Generative-AI

Generative-AI

All configurations of A&M Assist include advanced features such as data visualization, trend analysis, transcription, advanced data analysis, and workflow management.

By seamlessly integrating our Generative AI solutions, A&M Assist, with our wealth of historical data and expertise, we ensure that our analysis goes beyond the surface, providing actionable insights tailored specifically to the needs of our private equity clients.

Client Impact

Day 1-5

25-35%

Time saved

First Mile
  • Collect, analyze, and synthesize data
  • Identify issues and red flags
  • Develop initial point of view

Variable Timeframe

Extra

Time Savings

Due Diligence
  • Build reusable prompts, instructions and functions to automate tasks

Day 21-25

10-15%

Time Saved

Last Mile
  • Synthesize conclusions
  • Formulate investment thesis
  • Develop Report

Meet Our
Practice Leaders

Anil Kumar Managing Director

Learn More

David McGraw Senior Director

Learn More

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Explore Other Industries

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Aerospace, Defense,
Aviation & Space

Delivering results in the new global environment is not only a matter of performance improvement and shareholder value, it is a matter of financial solvency and national security.

Read More

Education & Education Technology

A&M drives results for boards; federal, state and local agencies; investors; taxpayers; parents; and most importantly, students.

Read More

Consumer Products
& Retail

A&M brings broad and in-depth consumer products and retail industry knowledge and experience, developing tailored results-oriented solutions with a focus on rapid implementation.

Read More

Manufacturing

We focus on EBITDA improvement through optimization and implementation of short, medium and long term initiatives in operations and strategy.

Read More

Process Industry

Our team includes extensive, market leading operating experience in specialty and commodity chemicals and process industry operations.

Read More

Real Estate

We help define your real estate strategy, identify the best location and use of owned and leased space, and evaluate cost across your portfolio.

Read More

Software, Technology
& Services

We help organizations navigate and innovate with the evolving landscape through operational and digital transformation.

Read More

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A&M provides global leadership, problem solving and value creation for companies across different industry sectors.

Read More

Contact Us

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