GenAI for Private Equity

AI that finishes the job, not 80 percent of it.

We build AI into the deal and portfolio workflows of Dutch private equity firms, so sourcing, IC memos and value creation move faster and stay consistent.

Prepared for Nedvest May 2026
Compounding system
context · workflows · review
Grounded in the institutional GP stack
Affinity DealCloud eFront Datasite Gain Microsoft 365 SharePoint KvK Looker
The problem

How AI is used in PE teams today, and why it stalls

It works for simple tasks (summarise, draft, reformat). On anything complex it stalls at 70-80 percent, and tomorrow starts from the same blank prompt.

Step 01
Prompt + paste context
Step 02
Model output
Step 03
70-80% draft
Step 04
Manual fix, close tab

Next session, repeat from scratch. Nothing carries forward.

1

Cold start every session

The model cannot see Affinity, the data room, or last week's IC memo. Every conversation starts from zero.

2

Hidden assumptions

The model picks the section structure, the risk weighting and the evaluation criteria without checking. You find the mismatch only in the final draft.

3

Conversation drift

In a long session the original goal blurs. You asked for a thesis-level view and got company-level detail.

4

Nothing persists

Tomorrow's memo starts from the same blank prompt. Your corrections, preferences and structural decisions vanish when the session closes.

Two root causes

The symptoms trace back to two structural gaps

Root cause 01

We treat AI like a tool, not a team member

An LLM is a brilliant new hire on day one: sharp, well-read, fast. What it lacks is everything a person absorbs over years inside a firm. We onboard every human, then hand AI a prompt and expect senior work.

We skip onboarding. No context, no training, no ways of working, no checkpoints, no feedback.
So output stays generic. The model fills every gap silently, and the goal drifts as it runs.
Root cause 02

PE's digital ops are not structured for AI

The systems hold the data, but not in a shape an agent can use. Meaning lives in people's heads, and every run is driven by hand.

1
Systems are siloed. Each system of record holds one fragment. None holds the whole picture.
2
Knowledge is implicit. What "Stage 3" means, which template fits: it lives in people's heads, never encoded.
3
Work is manual. No way to package a workflow, trigger it, or carry its output forward.
The approach

Close both gaps with a new way of working and a new layer of infrastructure

Two moves, and they only work together. Each run produces reviewed, reusable artifacts that make the next run faster, more accurate and more aligned.

1 A new way of working

Break workflows into reviewable layers

Decompose each workflow into an abstraction hierarchy. Each layer produces a distinct artifact, and each artifact gets reviewed before the next layer proceeds.

2 A new layer of infrastructure

Make context and workflows persistent and reusable

A layer on top of your existing ops stack that holds persistent context (the data every run reads and writes) and packages reusable workflows, for both humans and agents.

Layer
Stage
Artifact
Seniority
L1
Narrative
Why we are doing this, for whom, why now
Partner-level decisions
L2
Spec
Evaluation criteria, structural choices, output scope
Partner + associate shaping
L3
Wireframe
Structure, key claims, data points
Associate + analyst building
L4
Final artifact
The memo, deck, scored longlist, drafted email
Analyst-level execution
+

Both are required. Together they create a compounding system. A correction or new signal enters at the layer it belongs to and re-flows from there, so you fix the cause rather than rerun the whole job.

Today

Raw, unstructured, siloed

  • Deal facts scattered across Affinity, the VDR and email
  • Conventions and criteria live in people's heads
  • Past runs leave nothing reusable behind
Agentic

Structured, connected, persistent

  • Records: deal, portco and thesis facts in one queryable place
  • Conventions: what "Stage 3" means, the ICP criteria, house style
  • Artifacts: versioned briefs, ICP specs, scored longlists and corrections
A worked example

Buy-and-build lists, before and after

Today, the only structured step is the lowest-value one. The judgment that matters, what "fit" means, never gets written down, so there is no place for an agent to plug in.

Partner
Sets the sourcing brief
"Find bolt-on targets for portco X, construction SaaS, BeNeLux."
Associate
Carries the ICP in their head
Product shape, commercial model, founder profile, geography.
Analyst
Applies structured filters
Sector, headcount, geography. 1000+ rows, eyeballed one by one.
Output
Shortlist of 30 to 80
The brief-to-list cycle takes weeks.
Why AI cannot help here

No place for an agent to plug in

Filtering is the only structured step, and the analyst already does it by hand. What "fit" means is locked in the associate's head: no artifact for an agent to match against, no checkpoint for the partner to validate.

L1
Partner
Analysis brief
Goal, deal lens, scope, exclusions. 3 platform bolt-ons within 18 months.
L2
Associate
Target profiles
One per sub-segment: product, owner, signals, anti-patterns.
L3
Analyst
Ranked longlist
1000+ companies scored against the L2 profiles, ranked with rationale and an edge-case queue.
L4
Team
Final artifacts
IC memo, curated shortlist, market map, outreach drafts.
Track record

Production systems, not prototypes

Workflows shipped end-to-end across sourcing, reporting and value creation, running live inside PE teams today.

0
pillar value-creation platform, live in production
0
reporting and analysis workflows automated end-to-end
0
companies mapped across 12 EU countries in one sourcing run
0k+
URLs scraped and analysed by GenAI in that pipeline
Live

Value-creation platform

A cockpit for investment teams and portfolio companies: valuations engine, quarterly roll-up, an 8-pillar maturity scorecard and playbook-driven task management.

Investment management · Portfolio collaboration · Value creation
Live

Three automated workflows

Competitor analysis over 10,000+ deals, live dealflow analytics dashboards, and a fully automated advisory-board slide pipeline scheduled before each board.

Affinity · Python pipelines · Looker · BI dashboards
Live

Lead sourcing replaced

Manual lead sourcing replaced with an automated pipeline that mapped the EU premium-meat market. Sales now focuses on closing, against a complete addressable market.

Data sources · AI enrich · AI filter by ICP · contacts

One sourcing run, end-to-end

From the full market down to a closed customer in a single automated funnel.
76,303 companies found
across 12 EU countries
500,000+ URLs analysed
scraped and read by GenAI
4,332 pass the ICP filter
structured against the profile
1,324 pass the quality filter
premium-quality screen
1 new customer
within one month
Way of working

A clear path from first sprint to live, maintained workflows

Entry point

Discovery sprint

2-4 weeks
  • Workflow map of where AI plugs in
  • Prioritised AI implementation roadmap
  • Standalone, or phase 1 of an engagement
Execution lane

One decision, two shapes

Implementation engagement 4-16 weeks
Smaller workflows that automate cleanly. Scope is well-defined from day one because Discovery produced a clean spec.
OR
Platform build 3-6 months
Custom platform: auth, RBAC, portfolio access, data model. Production SaaS, not a prototype.
Continuation

Maintenance + hosting

Ongoing
  • Strictly ops for shipped workflows
  • Observe evals, handle vendor and infra rotations
  • New builds loop back to a new engagement
Working session
Weekly 60-90 min

Analyst + Investment Manager. Scope on the table, design, build, blockers.

Steering committee
Biweekly 30-45 min

Partner + working-session group. Roll-up of decisions, scope, risk, budget.

Milestone review
At gates 60 min

Full sponsor group + IC member. Kickoff, mid-engagement, pre-handoff sign-off.

Daniël Poolman
Founder

Daniël Poolman

Founder, Poolman Ventures · Delft, NL

Building AI solutions for private equity, grounded in engineering and a deep knowledge of PE workflows. Computer science at TU Delft, econometrics at VU Amsterdam, and hands-on AI delivery inside PE firms before founding Poolman Ventures.

TU Delft · BSc Computer Science VU · MSc Econometrics Cloud Solutions Vortex Capital Partners Lexar Today · Poolman Ventures
Let's make this a conversation

The best first step is a discussion, not a deck

Where you are today

What are your biggest operational challenges?

What are you already doing with AI?

Where does your data live, and how structured is it?

Where AI could pay off

Where do you see the highest-ROI use cases?

Which workflow would you want to tackle first?

What would make a first pilot a success?

Let's find your highest-ROI workflow

A short Discovery sprint maps where AI plugs into your deal and portfolio work, and gives you a prioritised roadmap to act on.