A private equity investment team was managing every deal the hard way.
When analysts needed context on past investments or comparable transactions, they searched SharePoint manually, a slow, unreliable process that depended on knowing where to look. Thesis formation took too long. First-draft investment memos required too many hands. The institutional knowledge existed; it just wasn't accessible in the moment it was needed most.
Every built a set of AI workflows inside the firm's existing ChatGPT Enterprise environment that ingests proprietary deal data, past memos, and investment theses, making them queryable in plain language and enabling instant V1 investment memo generation.
Investment teams arrived to first calls better prepared, with relevant precedents surfaced before the meeting rather than found afterward.
The entire solution was deployed within the firm's existing ChatGPT Enterprise subscription, no new tools, no IT approvals, no security reviews required.
The client engagement extended beyond the initial build, reflecting the value delivered and the depth of the AI-native workflow integration.
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