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PE OS

New: GPT-4o Integration

The Intelligence Layer for Private Equity

Automate deal flow analysis and unify your institutional CRM with the world's first AI-native PE operating system.

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Trusted by leading investment firms

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Key Capabilities

Streamline your investment operations with next-generation tools designed for the modern analyst.

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AI-Driven Deal Ingestion

Instantly parse CIMs, Teasers, and NDAs into structured data. Our AI extracts key financial metrics and deal terms automatically.

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Chat with Deals

Query your entire deal history using natural language. Ask complex questions like "Show me SaaS deals with >$10M EBITDA from 2023."

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Institutional CRM

Track relationships, intermediaries, and deal pipelines with automated updates. Syncs bi-directionally with Outlook and Gmail.

Ready to modernize your investment process?

Join over 200+ investment firms using PE OS to make data-driven decisions faster.