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Private Markets

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Private Markets

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Generative AI Platform for
Private Markets

EclipseIQ AI is the generative AI platform purpose-built for the alternative investment industry,
offering unified search across all data sources, bidirectional integration with existing systems, and
support for complex workflows.

Investment professionals
Fundraising & investor relations
Deal sourcing
Portfolio value creation
Legal & compliance

Investment professionals

Search across PDFs & unstructured content

Speed up the review of PDFs and unstructured content, including:

• Earnings transcripts
• Sell-side research
• Expert network calls
• Board decks & portfolio company data
• Web scraping for industry / company information

Aggregate document reviews

Aggregate views across dozens of documents to:

• Extract & aggregate key data points into tables
• Create a time-series of views

Deal rooms

Q&A interface allows for:

• Faster diligence
• In-meeting data validation
• Finding historical views quickly

Deal Tracker/CRM interaction

Interact with your Deal Management System (DMS) or CRM via natural language prompts to:.

• Save notes, updates, and tasks after meetings with targets
• Pull deal data and past deal history

Fundraising & investor relations

DDQ & RFP support

Quickly draft initial answers to incremental RFP and DDQ requests using:

• Previous DDQ and RFP responses
• Fund and regulatory documents

LP / prospect meeting preparation

Prepare for LP meetings by looking up biographical information and prior interactions via:

• Select market data sources
• Internal emails, calendar invites, files, and CRM activities

CRM interaction

Read/write to your RMS to:

• Pull select data
• Email prospects
• Add notes and interaction details
• Update statuses

Deal sourcing

High-touch outreach

Communicate with contacts and prospects, including:

• Draft emails and campaign plans targeting specific contacts
• Call contacts and prompt to send email

Prospect identification

Identify prospects via::

• Companies sourced through connected data platforms
• Company summaries
• Sectors, competitors, and themes
• Industry and research report summaries

CRM interaction

Interact with your CRM via natural language prompts to:

• Pull select data
• Email prospects
• Add notes and interaction details
• Update statuses

Meeting preparation

Prepare for LP meetings by looking up cross-data-source information including:.

•Select market data sources
• Internal emails, calendar invites, files, and CRM activities

Portfolio value creation

Deal Management System interaction

Interact with your Deal Tracker or Deal Management System (DMS) via natural language prompts to::

• Save notes, updates, and tasks after meetings with targets
• Pull deal data and past deal history

Legal & compliance

Meet legal and compliance responsibilities

Stay informed on legal and compliance responsibilities, including:

• SEC ruling, guidance, and enforcement summaries
• Collaboration and research questions
• Client summaries
• Terms analysis and tracking
• Commentary summarization
• Side letters and NDAs

Schedule your demo today to see how
EclipseIQ AI can work for your firm

Request a demo
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Transforming unstructured data into actionable insights for private equity professionals. Unlock valuable insights to make informed decisions and gain a competitive edge.

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