From CRM to Investment Intelligence
Centralize your knowledge. Speed up your analysis. Improve your decisions.
Turn your interactions, your information flows and your transactions into operational intelligence automatically, with AI agents built natively into DealFabric, in a structured and highly secure environment.
Operational artificial intelligence
AI agents that work for your investment teams
DealFabric AI agents are not simple chatbots. They are autonomous digital colleagues, able to run complex workflows, from collecting data to drafting investment memos, directly inside your DealFabric platform.
Built natively on Microsoft Copilot Studio and Azure AI, they fit into your secure environment with no data transfer to third-party servers.
13 hours saved
Agents ready to use
5 AI agents, operational from day 1
Deal Signal
An AI prospecting agent that identifies your M&A targets and their decision-makers in real time.
Fabric Intake
Capture and record document data summarized by DealFabric AI, automatically.
Deal Sourcing
Capture and record data from your preferred external sources, automatically.
Deal Screening
Qualify faster, decide better. A structured analysis of every deal against your criteria.
AI Deal Insights
Summaries, risks, next steps and market signals.
Speed of execution
Decide before your competitors
Every interaction becomes a signal you can act on. AI analyzes, scores and recommends the next move, in real time, with no manual effort.
01
Interaction
Meeting, email, document
02
Auto capture
Structured in the CRM
03
AI analysis
Scoring and summary
04
Recommendation
Next step identified
05
Decision
You act first
No administrative delay
From signal to action, no manual entry interrupts your pipeline.
Scored before the call ends
Your deals are qualified and prioritized as soon as each interaction ends.
No signal lost
Every exchange tracked, structured and stored, without exception.
Tailor-made
Your specialized AI agents for Private Equity
Every investment team has its own processes, data sources and analytical methods.
DealFabric lets you deploy specialized AI agents built around your business workflows: opportunity qualification, document analysis, investment summaries, risks, next steps, reporting, investor relations or market intelligence.
With our platform and our Private Equity expertise, we can quickly design, integrate and develop AI agents aligned with your real operational needs, without imposing a generic or standardized approach.
Define the scope and the objectives
Before any code or tool, you need to be clear about what the agent has to achieve: which precise task, which inputs are available, which outputs are expected, and what the acceptable limits of autonomy are. This is also the stage where the underlying LLM models are chosen.
Design the tools and the orchestration logic
An agent acts through tools: API calls, database queries, sending emails, web searches. This stage defines which tools it can use, in which order, and according to which decision logic, often as an Observation → Reflection → Action loop.
Test, evaluate and iterate
An unsupervised agent in production is a risk. This stage covers behavior testing (standard cases and edge cases), setting up guardrails, measuring performance (accuracy, cost, latency) and continuously improving the system prompt and the tools.
Let’s build your agent
Every solution can be designed around your activity, the structure of your data and your investment processes, so that AI is embedded in your DealFabric platform in a way that is relevant, secure and operational.
Any questions?
Send us your requests and your questions, we will be glad to answer them as quickly as we can.
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