How a PE Firm Brought 100% of Deal Screening In-House
Almost all of the firm's deal flow came from intermediaries, as broker emails in Outlook, each in its own format.
100%Time 4–8 weeks
Built byLoop3
Lead volume that outruns qualification capacity
8 companies have fixed this with AI, most of them in Financial Services, Professional Services and Technology & Software. 2 of the 3 that disclosed a timeline were live inside two months; the longest took 4–6 months. Built mostly as decision support & scoring, knowledge management & search and data synthesis & reporting, on Microsoft SharePoint and OpenAI / ChatGPT / GPT. 6 builders in the Pluris network have done it.
Industries
Financial Services 4Professional Services 2Technology & Software 1Education & EdTech 1
Time to results
Under 4 weeks 14–8 weeks 14–6 months 1
Solutions
8 on fileAI Avatar Booth Experience for Conference Leads
Standing out among dozens of vendors at a large conference is difficult, and standard booth attractions fail to generate quality leads or meaningful interactions.
200+ Leads at One Event
Built byPressW
AI Prequalification Chatbot for R&D Tax Credits
TaxTaker needed expert involvement for every prospect just to assess basic eligibility, prospects couldn't self-serve complex IRS language, and onboarding capacity was.
30% Less Time on Unqualified Prospects
Built byPressW
$3.6B PE Firm Creates $12.5M+ of Value on a Single Deal
Sourcing was manual and time-intensive, with analysts assembling company profiles individually and consuming thousands of hours annually.
$12.5M+Time 4–6 months
Built byEliza
Tripling Proprietary Deal Flow for a Software-Focused Private Equity Firm
The firm's deal-sourcing process was inefficient and disconnected, capping how many proprietary targets its team could identify.
3x targets
Built byScend
Keeping Deal Teams Aligned on Investor Sector Focus Without Manual CRM Work
The firm found it hard to keep teams aligned on investor sector focus, and doing so depended on manual Salesforce updates that were time-consuming to maintain.
4x focus
Built byScend
How a Marketing Agency Cut 40 Hours of Weekly Prospecting
The client is a marketing agency whose customers are real estate brokerages.
40 hrs/weekTime Under 4 weeks
Built byAtherial
How a Certification School Rebuilt RevOps Around AI
A $10M coach-certification school had a RevOps bottleneck: cost per acquisition had nearly doubled, lead conversion was low, no-show rates were high, lead scoring was a.
~50% Lead-Volume Lift
Built byCasper Studios
Builders who have done it
6Other problem types
Research or analysis produced by hand that could be systematized26Document reviewed against rules before it can move23Leadership needs to decide where AI fits22Intake documents retyped into a system21Unstructured documents hold answers nobody can search16Validation and prototyping that takes months before a real user sees it15Org-wide AI training and certification13Reporting assembled by hand from multiple systems12Repeat customer questions that eat support capacity12AI adoption blocked or ungoverned10