Unique AI For Private Equity

Accelerate deal evaluation, streamline due diligence, and strengthen investor relations with agentic AI tailored for Private Equity.

Recommended Agents

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Due Diligence

Accelerate due diligence reviews by up to 70% through automated question generation and document analysis. The agent extracts and categorizes insights from DD materials, compares current opportunities with past evaluations, and highlights key areas of risk or interest. By predicting potential committee queries and surfacing relevant context, it empowers investment teams to make faster, more confident decisions.

RFP

Cut response times by up to 85% with AI-powered automation. The RFP/DDQ Agent analyzes questionnaires, retrieves answers from approved documents, and generates structured responses that are accurate and consistent. Eliminate repetitive manual work, accelerate investor and regulatory reporting, and free your teams to focus on strategic client engagement.

Earnings Call

Save up to 50% of time on earnings analysis. The agent connects to SEC databases and extracts transcripts instantly, summarizes key takeaways, and applies structured analysis like SWOT. It also generates charts and tables for clear, shareable insights, helping your teams track performance trends and deliver faster, more informed research outputs.

Build Custom Agentic Workflows

Design and automate workflows tailored to your teams directly in the Unique UI. Connect seamlessly with the tools you already use: from Salesforce, SharePoint, and Outlook to FactSet, S&P Global, LSEG, and more. Combine these integrations with our agents to streamline entire processes, from research to reporting, while staying fully LLM-agnostic so you can choose the language model that best fits your needs.

Build Your Own Agents with Our SDK

Leverage the Unique SDK to co-develop agents tailored to your exact private equity workflows.

Full Customization: Access APIs and Python libraries to extend functionality.
Enterprise Integration: Connect directly into proprietary systems and databases.
Best-in-Class Unstructured Data Handling: Ingest, parse, and analyze complex documents at scale.
Developer-Friendly: Rapid prototyping environment with governance and access controls built in.

Book a Product Demo

Watch our workflows in action and cut due diligence efforts by up to 70%

Extract IC Questions Automatically

The Due Diligence Agent pulls out all open questions directly from Investment Committee (IC) meeting minutes.

Generate Due Diligence Reports

AI instantly creates comprehensive DD reports with accurate answers to IC questions based on the data room.

Predict Future IC Questions

The agent forecasts likely questions for upcoming IC meetings, helping teams prepare in advance and reduce review cycles.

Why Top Private Equity Firms Choose Us

Flexibility

Easily adapt AI to your organization’s needs. Unique offers pre-built agents and the ability to design custom workflows, ensuring every team can scale automation without disrupting existing processes.

Security

Protect sensitive financial data with enterprise-grade safeguards. Unique is built with privacy-by-design, SOC 2 compliance, and advanced governance features like data leakage prevention and access controls.

Community

Join a growing network of leading financial institutions shaping the future of agentic AI. Unique collaborates closely with clients, co-developing solutions that address real industry challenges and deliver measurable impact.