A mid-market PE firm with 20+ years of deal history and a strong IC process wanted to push prep depth beyond what any individual reviewer could realistically deliver.
The team did rigorous work, but the depth of any given deal's prep was bounded by one person's bandwidth, one person's recall of past deals, and one person's view of which angles mattered most. The firm wanted every deal to walk into IC with the kind of prep its best deals had gotten: benchmarked systematically against the firm's 1,000+ opportunity history, stress-tested with the questions senior IC members actually raise, and analyzed through the firm's collective judgment rather than whichever lens a given week's reviewer brought.
Soal Labs built an IC Insights Engine for the firm: structured interviews with six senior MDs were encoded into queryable AI personas, paired with a knowledge base of the firm's IC decks, deal metadata, and outcomes, so every deal could be cross-referenced, challenged, and benchmarked against 1,000+ past opportunities before committee.
More analytical angles surfaced per deal during IC prep
Senior MD personas encoded in the first phase, preserving decades of judgment
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