Case study · From the Pluris libraryReceipt no. 7425
What sucked
Leadership, including the COO, head of AI, head of due diligence, CFO, and deal partners, was not aligned on AI priorities and was weighing competing vertical tools without a shared decision framework.
An earlier failed CIM analysis project had damaged trust. Usage stayed shallow, mostly basic email rewrites rather than real workflow change.
What they built
Eliza built a suite of custom GPTs for a $10 billion PE firm on ChatGPT Enterprise, led by a CIM Write Up GPT, with Board Deck, NDA, and Financial Summary GPTs and a DealCloud connector, all validated with a rigorous evaluation framework.
What changed
3,000+ hrs/yr
More than 3,000 analyst hours saved a year, about 1,000 CIMs at roughly three hours each
<2 minutes
CIM write ups drafted in under two minutes versus four hours or more, at about 95 percent factual accuracy
92% weekly active
92 percent weekly active usage across the 150 person firm, with connector usage up 2,156 percent
More fixes like this
- How a $40B PE Firm Lifted Daily AI Use From 5% to 50%Every · Financial Services
- How One Franchise Group Reclaimed $780K of Staff TimeTrain in Your Lane · Hospitality & Travel
- How a Law Firm Unblocked a Stalled Tech RolloutTen-X Talent · Legal & Compliance
- How One Enterprise Lifted AI Proficiency 8% to 50%Section · Professional Services