From CRM to Investment Intelligence
Centralize your knowledge. Speed up your analysis. Improve your decisions.
AI agents built natively into DealFabric automatically turn your meetings, emails and documents into actionable intelligence, in a secure environment.
Operational artificial intelligence
AI agents that work for your investment teams
DealFabric AI agents are not simple chatbots. They are digital colleagues that run complex workflows under your control,, from collecting data to drafting investment memos, directly inside your DealFabric platform.
Built natively on Microsoft Copilot Studio and Azure AI, they run inside your secure Microsoft environment: your data never leaves your tenant.
13 hours saved
Ready-to-use agents
5 AI agents, operational from day 1
Deal Signal
Identifies your M&A targets and their decision-makers in real time.
Fabric Intake
Reads your documents (teasers, IMs, pitch decks), extracts what matters and records it in the CRM automatically.
Deal Sourcing
Automatically collects opportunities from your preferred external sources.
Deal Screening
Analyzes every deal against your criteria so you qualify faster and decide better.
AI Deal Insights
Summarizes every deal: 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 as soon as the call ends
Your deals are qualified and prioritized at the end of every interaction.
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.
Our team designs, integrates and evolves your agents around your actual processes, with no generic approach.
Scope your needs
We work with you to identify the task to automate, the data available, the expected output and the level of autonomy you want.
Build and connect the agent
We build the agent and connect it to your sources: CRM, documents, emails, external databases. It fits into your existing workflows.
Test, secure and improve
We test the agent on your real cases, set up guardrails and keep improving it based on your feedback.
Let’s build your agent
An agent designed around your activity, your data and your investment processes, securely embedded in your DealFabric platform.
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