The agentic OS that runs private equity operations.
Define the investment objective. Agents orchestrate deal sourcing, due diligence, portfolio monitoring, LP reporting, and value creation governed, auditable, deployed in your own environment. Built for PE firms ready to move from AI-assisted analysis to AI-orchestrated investment operations.
The enterprises that
run on Lyzr.
G2 · Spring 2025
Accenture VenturesG2 · Winter 2025One objective in.
Your entire function, moving.
Lyzr sits at the centre. It reads every signal, activates the right agents, runs across every channel and closes every loop back to your goal.
The right question changes everything.
Most PE firms have deployed AI in pockets. The Lyzr PE OS starts with why those deployments haven't changed decision velocity across the full investment lifecycle.
Your analysts spend 60–70% of diligence time gathering data rather than analysing it. What would your IC look like if every hour was judgment, not assembly?
The PE OS ingests data room documents, financials, contracts, and market data extracting key metrics, flagging risk clauses, mapping competitive landscape, and producing a structured diligence memo in hours. Analysts arrive at IC with evidence assembled. Their time goes to judgment.
You have 40 portfolio companies. Do you know right now which ones have a cash runway problem, a churn spike, or a margin issue that hasn't surfaced in a board deck yet?
The PE OS connects to portfolio company systems and monitors 40+ KPIs per holding continuously. When CAC rises, churn spikes, or cash runway compresses, the OS flags it with root cause analysis and recommended actions before it reaches a board deck.
LP reporting consumes entire quarters for your IR team. How much of that time is spent finding data versus telling the story?
The PE OS automates quarterly LP report generation pulling performance data, variance commentary, and portfolio highlights from live sources, grounding every claim in a source document, and producing draft reports ready for human review.
Your deal team sees 500 teasers a quarter. How many high-conviction opportunities are you missing because screening is the bottleneck not judgment?
The PE OS monitors deal flow continuously scoring every opportunity against your fund thesis and surfacing the highest-conviction targets with ranked rationale. Deal coverage expands without expanding headcount.
This is how operations transform.
DealCloud, Salesforce, PitchBook, Capital IQ, your data rooms, your portfolio reporting tools connect what you have. Nothing migrates. Deal data stays in your secure environment.
Zero rip-and-replaceNot a workflow task. A goal: Source three add-on targets by Q3. Complete diligence on the top two within 6 weeks. The OS reads your live deal and portfolio data and returns a ranked execution plan with reasoning.
Objective-first. Always.From 400+ agents, the OS calls what's relevant deal screening, diligence acceleration, portfolio monitoring, IC memo generation, LP report drafting, exit preparation. All coordinated under one control plane with HITL at every judgment-critical step.
400+ agents · Across the investment lifecycleDeals get screened. Diligence gets done. Portfolio gets monitored. The OS tracks every outcome against your investment objective what improved deal velocity, what protected EBITDA, what patterns signal risk.
Every output loops backPrivate equity OS that fits your firm
Tell the OS how your firm operates today. It enhances every workflow with agents built for that exact job.
Pipelines built from theses with founder, sector and signal context attached.
Commercial, financial and tech diligence accelerated with evidence linked per claim.
First-draft IC memos assembled from diligence with risks and asks called out.
KPIs, cash and covenant signals across the portfolio refreshed every week.
100-day plans tracked and cross-portfolio benchmarks shared between operators.
Operator and exec searches run continuously across the portfolio.
Portfolio-wide cash, runway and covenant exposure surfaced before they become issues.
LP letters, capital calls and updates drafted with the underlying data attached.
DDQs answered from the system of record with reviewer sign-off, not from memory.
ESG and regulatory obligations tracked across portfolio companies with audit trail.
Exit readiness, buyer mapping and management decks prepared from real data.
TVPI, DPI and attribution explained at fund, vintage and partner level.
Your data. Your agents.
Your call. Always.
Lyzr deploys in your cloud: AWS, Azure, GCP, or on-premise. No data leaves. No training on your proprietary information. 80% of enterprise deployments choose private cloud.
Every agent action is logged. Every output validated. Human-in-the-loop controls for every decision that matters. SOC 2 Type II. GDPR-ready. EU AI Act compliant path.
What you build on Lyzr belongs to you. Walk away with every agent, every workflow, every intelligence layer fully intact. We are the infrastructure, not the owner of what you create on it.
OpenAI, Anthropic, Google, open-source. LangChain, CrewAI, Agentforce. Lyzr runs them all under one control plane. You're never dependent on one provider's roadmap.
"Lyzr was the only vendor that could articulate and then deliver what happens after the demo. Most platforms stop at the POC. Lyzr stayed through production."
"We achieved a 95% reduction in agent response time across markets. No other platform gave us the observability and control we needed to actually trust our agents in production."
"Lyzr gave us a team that understood what production-grade AI means in a regulated environment. They didn't just ship they helped us think through compliance, auditability, and scale."
Take something with you.
We don't pitch. We build your conviction.
If you're thinking it,
Lyzr has already answered it.
Research tools surface data. An Agentic OS runs deal sourcing, diligence, portfolio monitoring, value creation tracking and LP reporting as one coordinated system.
No. The Lyzr PE OS integrates with DealCloud, Affinity, iLEVEL, Intralinks, Datasite and your portfolio reporting stack.
First deal screen or portfolio dashboard live within 30 days. Full sourcing-to-LP-reporting coverage in 60 days.
Strict information-barrier controls per deal, fund and team. No data crosses walls. Every access is logged and auditable.
Your firm does. The OS deploys in your tenant. Deal, portfolio and LP data never leave your environment and are never used to train shared models.
Yes. It orchestrates internal models and vendor agents in one governed control plane.
SOC 2 Type II, ISO 27001, GDPR, with controls aligned to AIFMD, SEC marketing rule and ILPA reporting standards.
Deals screened per analyst, diligence cycle time, portfolio interventions surfaced and LP reporting hours saved, tied to stated firm objectives.
Set the objective. Watch the function move.
30 minutes with the team. You define the goal. We show you exactly what changes.
Deployed in your environment · Your data stays yours · Your agents, always