Zeno
Sign inBook a demo
Menu

Private equity

From screen to IC, with the file behind it.

Draft deal screens, committee memos and portfolio updates from your diligence and reporting.

Book a demoSee how the platform works →
  1. 01

    Company context

    Connect the fund mandate, pitch deck and diligence on file.

  2. 02

    Agent starting point

    Choose a prebuilt agent or build one around your workflow.

  3. 03

    Reviewable work

    The memo arrives with supporting diligence and unresolved questions marked.

The IC Memo Agent drafts from the pitch deck, fund mandate and diligence. A deal partner reviews open questions.

Venture capital investment-team example

b2venture

How b2venture made AI part of the investment workflow.

b2venture uses focused agents for research and investment work. The team tracks regular use.

Read customer story
  • Over 70%team activationAcross the described investment-team rollout.
  • 2xusage in four monthsAcross the described four-month period.
  • 5 to 10 hourspreviously spent on memo work per investment opportunityBaseline time per investment opportunity.

The work

An agent per stage, from first screen to LP update.

Give each agent a fund task, scoped diligence access and a partner for review.

IC Memo Agent

Drafts a committee memo from completed diligence and marks open questions.

ReadsDiligence reports, financial model, data room and prior memos

Portfolio Agent

Builds a quarterly pack and flags missing company reports.

ReadsPortfolio submissions and reporting template

  • Deal Screen Agent

    Screens opportunities against the fund mandate and explains mismatches.

    ReadsFund mandate, deal teaser and screening history

  • LP Update Agent

    Drafts an investor letter from portfolio records and prior updates.

    ReadsPortfolio reporting, prior LP letters and fund data

Governed workspace

Material non-public information, handled as such.

Funds handle material non-public information across separate deals. Keep each deal and fund in its own knowledge boundary.

Governed workspace

Controls stay with the work.

Deal and fund access
Each deal and fund keeps a separate knowledge boundary.
MNPI access
Material non-public information is available only to people cleared to hold it.
Human checkpoint
Nothing reaches an LP or committee without a partner releasing it.
Control record
Access, model choice, and sign-off remain visible together.

Before you ask

What investment teams ask first.

How is MNPI kept where it belongs?
Set access per deal and fund. The agent reads only material available to the person using it.
Can it write the IC memo on its own?
It drafts from diligence and marks gaps. The deal partner owns the recommendation and signoff.
What about portfolio companies on different systems?
Build the pack from submitted reports. Flag missing information instead of filling it in.
Which models does it run on?
IT selects approved models with EU hosting. Model choice remains separate from the agent workflow.Details on Zero Data Retention (ZDR) and model-training policies: Security and Trust Center →

One job, then the next

Start with the quarterly pack nobody enjoys assembling.

Bring one recurring document. We will show the agent's setup, its company context and the person who reviews the result.

Book a demoAssess AI readiness