Overview
AI-Driven Private Markets Solutions, Backed by Deep Expertise
In today’s fast-evolving private markets landscape, firms need intelligent solutions to stay ahead—ones that go beyond tools to deliver true insight and speed.
Evalueserve delivers a powerful suite of AI agents, embedded with expert logic and managed by seasoned analysts. Our solutions streamline core workflows like deal sourcing, company profiling, industry research, and due diligence—helping clients reduce turnaround time, boost productivity, and make faster, insight-driven decisions.
Clients typically see up to 20–25% efficiency gains across the investment lifecycle by integrating our expert-managed AI solutions.
Genie – Proprietary Agentic AI Studio
Accelerate Private Markets Workflows with AI Agents
Boost efficiency by 20–25% across core Private Markets workflows with Evalueserve’s AI-powered agents—designed to deliver faster insights, reduce manual effort, and improve decision quality.
Where Our Agents Help:
Company Profiling
Auto-build structured, insight-rich profiles from filings, web data, and databases—up to 3x faster.
Deal Sourcing
Identify and prioritize high-potential targets using intelligent, multi-source screening.
Industry Research
Rapid market scans and trend synthesis, refined by analysts for ready-to-use briefs.
Preliminary Due Diligence
Extract key insights from CIMs, investor decks, and financials for quicker evaluations.
Our Solutions
Tailored Technology Solutions Designed for Private Markets
Backed by deep domain knowledge and workflow automation experience, our solutions are built for scale and precision.
We offer analyst-trained AI agents and customizable frameworks that optimize time, insight quality, and deal velocity across the investment lifecycle.
Genie / AI
- Company Profiling
- Industry Research
- Deal Sourcing
- Due Diligence Summaries
- Deal Closing Memos / Termsheet
- Credit / IC Memos
- Market Sizing
Spreadsmart
- Financial Extraction & Analysis
- Valuation Analysis
- Credit / IC Memos
Portfolio Monitoring
- Document Management
- Portfolio Review
- Portfolio Reporting
Custom Automation
- Competitive Intelligence
- Newsletters
- RFP / RFI
- Ad-hoc Tasks
Related Resources
Optimize Your Outcomes
Private Equity Monthly Newsletter – Jun 2025
This edition highlights private markets’ rebound in Q1–Q2 2025, growing momentum in infrastructure and private credit, and ESG’s deeper integration into PE strategies.
Private Equity and Venture Capital Bullishness on EV Industry
Discover the factors driving private equity and venture capital firms’ interest in the EV industry, including surging demand, policy environment, and tech advancements.
6 Reasons Why Private Credit is the Future
Despite rising inflation and tightening credit measures, private credit is expected to remain strong. Discover 6 reasons why private credit is the future.
Generative AI – The Next Big Leap in Financial Services – Research & Analytics
This paper explores the applications and challenges of GenAI, highlighting its potential for creative content generation and the need for ethical considerations. It provides insights into leveraging GenAI for business growth while ensuring responsible implementation.
Our Team
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