How a Private Equity Firm Cut Diligence Costs by 80%

How a Private Equity Firm Cut Diligence Costs by 80%

A leading private equity firm partnered with StackAI to automate its due diligence process—cutting review time by 71%, eliminating costly third-party vendors, and enabling analysts to assess 33% more companies in minutes instead of weeks.

A leading private equity firm partnered with StackAI to automate its due diligence process—cutting review time by 71%, eliminating costly third-party vendors, and enabling analysts to assess 33% more companies in minutes instead of weeks.

Client

Top Private Equity Firm

Challenge

Private equity analysts relied on slow, costly vendors and manual verification to enrich investment pipeline data.

Solution

A multi-agent LLM system that batch-processes Excel pipelines, pulls context from SharePoint, and enriches company data in minutes.

Overview

A leading private equity firm partnered with StackAI to modernize its due diligence process. Within two weeks, the firm deployed a secure AI-powered enrichment platform that slashed vendor costs by 80%, reduced turnaround from two weeks to five minutes, and enabled analysts to evaluate 33% more companies.

• 80% cost reduction by eliminating third-party vendors

• 71% faster diligence, cutting turnaround from weeks to minutes

• 33% increase in companies analyzed by analysts

• 2 weeks from build to deployment, fully in-house and secure

The Problem: Manual Diligence Slowed by Vendors and Cost

Analysts relied on Excel pipelines populated with public financials, but enrichment (business models, websites, sustainability, vertical classification) was outsourced. Each update cost $2–5K, took two weeks, and still required 5–10 hours of analyst verification weekly. The process drained budget, delayed investment decisions, and capped deal flow.

Weeks to Minutes, Vendors to In-House. What’s Next?

The new AI system has been fully adopted across the firm’s global analyst base. It reduced due diligence time by 71%, cut AI build costs by 80%, and increased the number of companies analyzed by 33%.

Analysts can now upload a list of companies and receive enriched data in under five minutes, unlocking faster decisions, better market responsiveness, and new investment opportunities.

What started as one internal use case is now sparking broader interest in AI automation across the firm. StackAI is proud to have led this workflow transformation as a valued partner.

The Solution: A Multi-Agent LLM System for Due Diligence

The firm partnered with StackAI to automate the entire enrichment process using a chain of LLMs, each responsible for a distinct part of the workflow. This multi-agent system utilizes:

Batch Processing: Upload Excel files; each company row processed individually.
Context-Aware Rules: Pulled internal guidelines from SharePoint for sustainability and vertical definitions.
Agent Chain: Specialized LLMs extracted web info, classified verticals, checked sustainability, and assessed attractiveness.
Fast Delivery: Returned enriched Excel files within minutes, fully on internal infrastructure for data security.

This in-house, no-code deployment eliminated reliance on external vendors and empowered analysts to get immediate, accurate insights.

“Before, analysts waited weeks and paid thousands just to get basic diligence files updated. Now with StackAI, they upload a spreadsheet and get enriched results back in minutes. Cutting vendor costs by 80% and giving analysts 33% more throughput isn’t just efficiency, it’s a competitive edge.”

Leon Troper
AI Strategist

The AI-powered system has transformed the firm’s diligence workflow:

Turnaround shrank from two weeks to under five minutes
Vendor costs dropped by 80%
Analysts boosted throughput by 33%
Analysts now review enriched, structured files instantly—supporting faster decisions and more opportunities

With StackAI, this private equity firm turned a costly, slow diligence process into an in-house competitive advantage. Analysts now operate at unprecedented speed and scale, while leadership saves on vendor spend and accelerates deal-making.

Customers