Our Approach
Deep Expertise. AI-Enabled Scale.
Deal flow is up, teams are lean, and generic AI outputs aren’t driving sharper decisions or growing portfolios.
The bar for insight quality remains high with AI, maybe even higher. GPs want deeper, more specific/unique analysis. And on top of that, LPs demand for real-time transparency on fund performance continues to rise.
Evalueserve pairs highly trained PE specialists with purpose-built AI agents to deliver that depth across the full deal lifecycle, from sourcing through exit. Model-agnostic and built around how your firm actually works — no disruption to output, no upfront tech investment.
Our Support
AI-Enabled Support Across the Investment Landscape.
Leading investment firms trust us to produce high-quality deliverables across front, middle, and back-office functions across the full deal lifecycle. Our model combines AI-powered workflows with human-in-the-loop oversight, ensuring every output meets the quality standards your investment teams and stakeholders expect.
Private Equity
Private equity firms rely on us across the investment lifecycle, from deal sourcing and due diligence to portfolio value creation, exit preparation, and investor reporting. Our AI enabled delivery model helps investment teams accelerate execution while maintaining the accuracy and insight required for high-stakes decisions.
Private Credit
Private credit managers partner with us to support deal screening, borrower analysis, underwriting, portfolio monitoring, valuations, covenant tracking, and reporting. AI-powered workflows combined with domain expertise improve turnaround times while preserving the rigor expected throughout the credit lifecycle.
Secondaries
We support GP & LP led secondary investors with opportunity screening, portfolio analysis, asset-level due diligence, valuation support, market intelligence, and fundraising materials. Our AI-enabled approach helps firms evaluate complex portfolios efficiently without compromising analytical depth.
Real Estate
Real estate investors leverage our support across acquisitions underwriting, market intelligence, financial modeling, portfolio monitoring/reporting, and fundraising. Our integrated research, analytics, and AI capabilities help teams make informed decisions at scale.
Infrastructure
Infrastructure investors rely on us for market research, commercial due diligence, financial analysis, asset monitoring, ESG reporting, and investor communications. We combine sector expertise with AI-enabled delivery to support long-term investment strategies across infrastructure assets,
Venture Capital
We help venture capital firms accelerate investment decisions and create value across the investment lifecycle by combining AI-enabled workflows with deep research and analytics expertise.
Whether evaluating early-stage opportunities or supporting portfolio growth, we help investment teams focus on high-value decisions while improving speed, scalability, and quality.
Our support includes:
- Start-up screening and market mapping
- Industry and competitive landscape research
- Market sizing and growth opportunity assessment
- Commercial due diligence and investment evaluations
- Financial analysis and valuation support
- Portfolio company monitoring and performance tracking
- Thematic research
- Investment committee presentations
- LP reporting and fundraising materials
Fund of Funds
We support Fund of Funds managers throughout the manager selection and portfolio management process by providing independent research, investment analysis, and reporting support. Our A-powered delivery model enables teams to assess opportunities more efficiently while maintaining rigorous investment standards.
Our scalable support helps Funds of Funds evaluate managers, monitor portfolio performance, and deliver high-quality reporting to stakeholders.
Our support includes:
- Fund manager screening and benchmarking
- GP due diligence and manager evaluation
- Fund performance analysis and peer comparison
- Portfolio monitoring and analytics
- Portfolio revaluation support
- NAV validation and cash flow modeling
- Manager attribution analysis
- Market intelligence and fundraising trend analysis
- Investment committee materials
- LP reporting and quarterly reporting support
- Presentation and document production
Family Offices
Family offices require flexible support across multiple asset classes and investment strategies. We provide on-demand research, analytics, and execution support tailored to evolving needs of investment teams managing diversified portfolios.
By combining AI-enabled workflows with experienced financial analysts, we help family offices improve investment coverage, enhance decision-making, and scale operations without expanding internal teams.
Our support includes:
- Public and private market investment research
- Company, sector, and market analysis
- Commercial and financial due diligence
- Financial modeling and valuation support
- Portfolio monitoring and performance reporting
- Real estate and alternative investment research
- Investment committee presentations
- Wealth reporting and bespoke presentations
- Thematic research
Our Technology
Human Intelligence. Agentic AI. Investment-Grade Outcomes.
We combine proprietary AI agents, leading platforms, and private markets expertise to accelerate research and analysis. Every output is strengthened by human validation, source verification, and investment judgment, delivering faster workflows without compromising quality, governance, or client standards.
Platforms We Leverage:
We orchestrate multiple AI platforms together rather than forcing a single solution across every workflow.
Optimized Agent Garden with multiple use cases on these AI Platforms across all Private Markets solutions.
Curated ecosystem of AI agents built specifically for private markets workflows.
Genie combines purpose-built agents with analyst supervision to automate structured research workflows while maintaining investment-grade quality
AI-Powered Financial Spreading
Benefits include 70% faster data extraction, high accuracy, and reduced analyst effort.
IC Memo Creation Engine
- AI-powered first draft creation from CIMs, financials, and research materials
- Automated extraction, synthesis, and structuring of investment insights
- Human validation to ensure investment-grade recommendations
Portfolio Monitoring Platform
- Automated KPI tracking, covenant monitoring, and portfolio reviews
- Real-time dashboards and portfolio performance insights
- Streamlined reporting for investment teams and LPs
Custom AI Automations
- Bespoke AI solutions tailored to client workflows
- Automates sourcing, benchmarking, research, and reporting tasks
- Seamlessly integrates with existing tools and processes
Success Stories
Proven Results at Scale.
See how Private Market Firms optimize their processes with Evalueserve.
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With other third parties, the consultants often have a myopic approach of just trying to replicate exactly what’s been done previously. Evalueserve went a step beyond, asking not only ‘what’, but ‘why’ and ‘how’. This was impressive and gave me a great deal of confidence.
Top Mid-Market Private Equity Firm
Related Resources
Optimize Your Outcomes.
Private Equity Monthly Newsletter – Aug 2026
Co-investments, retailization and tokenization are reshaping private markets as investors seek access, liquidity and efficiency.
Private Equity New York Forum: Agent-Analyst Symbiosis that Drive Operational Leverage in PE Workflows
Evalueserve partnered with Markets Group at the PE NY Forum 2026 to discuss real-world AI use cases transforming private markets operations.
Private Equity Secondaries Are No Longer a Cyclical Liquidity Fix – They Are Now a Core Portfolio Strategy
Discover why private equity secondaries are reshaping private markets, offering investors enhanced liquidity, portfolio flexibility, faster cash flows, and access to mature assets through a rapidly expanding market.
FIFA 2026 – A Private Equity Lens
Explore FIFA 2026 through a private equity lens, from sports investing trends to value creation opportunities across the global football ecosystem.
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Our Team
Meet Our Experts.
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Frequently Asked Questions
Private Markets.
We combine AI agents, proprietary platforms, and domain expertise to accelerate workflows across deal sourcing, due diligence, IC memos, financial analysis, portfolio monitoring and other Private Markets solutions. AI drives speed and scale, while domain experts ensure accuracy and investment relevance.
AI generates initial outputs and insights, while experienced private markets professionals validate sources, refine analyses, perform quality checks, and tailor deliverables to client requirements. This ensures every output meets investment-grade standards.
No. We follow a platform-agnostic approach, leveraging the most appropriate combination of proprietary solutions, client-approved platforms, and third-party AI tools such as Copilot, Claude, and other enterprise AI environments.
Genie is Evalueserve’s proprietary Agentic AI platform designed for private markets workflows. It supports use cases such as company profiling, industry research, deal sourcing, due diligence, IC memo creation, and portfolio monitoring through a library of specialized AI agents.
Clients benefit from faster turnaround times, scalable delivery, improved process efficiency, and lower cost of ownership through a combination of AI-powered workflows and expert-led quality control.