LCAT works with private equity funds in two complementary ways. The first is training: making your existing team fluent in producing investment-grade work with AI. The second is implementation: building the AI platform inside your fund so the work is delivered automatically.
Investment professionals are not technologists. They do not need to learn how AI works under the hood. They need to learn how to instruct it — precisely enough that the output is good enough to put in front of a Partner. The Training Arm teaches your team that single skill.
The methodology has been refined inside investment teams using AI day-to-day, written down across two complete training papers (one for senior reviewers, one for the analysts producing the work), and reinforced with a curated library of more than a thousand reviewed prompts across every stage of the deal lifecycle.
Seed plus Refine. The seven-element PRIMERS framework that turns AI from a search engine into an analytical tool. Persona, Reviewer, Inputs, Mission, Examples, Rules, Self-review — every prompt that matters carries all seven.
More than a thousand reviewed prompts spanning sourcing, diligence, modelling, IC preparation, portfolio monitoring and exit. Every prompt anchored on the LCAT Method; every prompt tested against real deal scenarios.
Live sessions with the deal team. The Partner workshop covers how to commission, review and challenge AI-assisted work without becoming a prompt engineer. The Associate workshop covers how to produce that work to the standard senior review demands.
One-on-one sessions with senior team members. The deal you are scoping, the memo you are about to ship, the diligence session you are preparing — we work through the actual material with you. The methodology becomes muscle memory.
By the end of the first quarter, the deal team produces investment-grade memos in hours rather than days. Junior analysts deliver work that matches the quality of mid-career associates. Senior team members reclaim the time previously spent editing draft work and reinvest it where it belongs — in judgement, in relationships, and in the calls that matter.
When the team is ready and the methodology is in place, the next step is the platform itself. A private AI brain that lives inside your environment, ingests a decade of your investment work, and produces output in your voice — for every memo, every diligence session, every IC pre-read.
The platform imports the material that defines how your team makes decisions — investment memos, financial models, sector theses, portfolio KPIs — and makes it searchable by your team only, behind your firewall, on your servers. When the deal team asks a question, the AI finds the most relevant prior work from your own archive and generates an answer in your fund's format.
Memos, models, decks, theses, portfolio KPIs
Everything on your servers, behind your firewall
Searchable by your team only, encrypted
"Analyse Target A" or "find similar prior deals"
Seed + Refine + PRIMERS shape every query
Anchored in your archive, your standards, your style
The AI consults your archive to answer your team's questions, but never learns from it. Nothing about your deals goes into the AI model. Your edge stays your edge.
Everything runs inside your cloud account — or in a dedicated environment built for your fund alone. No other fund ever touches your data, and no other fund's AI ever sees yours.
Every figure in every output is tagged Verified, Estimate, or Unknown — with a citation back to the source memo. Your IC chair always knows where each number came from.
The same Seed + Refine methodology your team learns in the Training Arm shapes every question. The result: the best possible output, regardless of who on the deal team types the request.
We build a tailored suite of AI agents that operate across every stage of your investment process — trained on your archive, applying the LCAT methodology to every query, and producing analyst-grade output in your fund's branded format.
From sourcing through portfolio monitoring, each agent extends the capacity of your deal team where the work is repeatable and the standards are well-defined — freeing your senior people for the calls that require judgement.
Custom-built for your fund. The specific agents you deploy are designed during the scoping conversation — tailored to your fund's workflow, sector focus and existing tooling. New agents are built on demand once the platform is in place.
Each engagement is sized to your team, your archive, and the agents you want to deploy first. We work with a limited number of funds at any one time. The first conversation is a 90-minute scoping workshop with no commitment and no obligation.
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