Agentic AI for private equity + private credit

Your Private Capital AI Agent Squad — sourcing, underwriting, and closing your next investment.

Not a prompt pack. Not a build-it-yourself kit. PEHero is a full agentic system for equity and private credit — scanning opportunities, underwriting cash flows and default risk, building models, and drafting IC memos while your team focuses on the call.

Squad

of private-capital specialists, on call

5

workflow stages, end-to-end

<90s

to a go / no-go decision

BYOD

bring your own data

Product tour

See it in motion.

A 30-second walk through chat, the pipeline kanban, deal detail, analytics and prompt editing — BYOD: bring your own data and see the squad in action on your deals.

PEHero product tour — chat, pipeline, analytics
Five stages, one system

Every role your deal team plays — live inside PEHero.

◉8 agents

Opportunity Sourcing & Screening

Find and screen equity and credit opportunities early.

  • •Market Scanner
  • •Deal Triage Agent
  • •Transaction Comps Finder
  • •Owner Intent Signal
See all 8 →
◈11 agents

Underwriting & Modelling

Equity returns, credit risk, cash flows, and downside cases.

  • •Cap Table Parser
  • •LTM Financials Normalizer
  • •LBO Model Builder
  • •Debt Stack Modeler
See all 11 →
◆6 agents

Due Diligence Stack

VDR audited, QoE validated, risks surfaced early.

  • •VDR Auditor
  • •Contract Abstractor
  • •Legal & Regulatory Checker
  • •Operational Diligence Reviewer
See all 6 →
◐5 agents

Investment Committee & Capital

Equity and credit memos, teasers, and investor reporting.

  • •IC Memo Writer
  • •Teaser Designer
  • •LP Update Generator
  • •Fundraising CRM Copilot
See all 5 →
◼7 agents

Portfolio Monitoring & Operations

Monitor credit risk and drive equity value creation post-close.

  • •Pricing Optimization Agent
  • •EBITDA Variance Watcher
  • •Value Creation Prioritizer
  • •Customer Churn Predictor
See all 7 →
Skills

See the skills behind the agent squad.

Preview how PEHero's specialist agents approach screening, underwriting, and diligence. Sign in to review the full skill library.

✓triage:

Deal Triage Agent

Equity

Go / no-go in 90 seconds against your fund mandate.

Skill preview

“triage: DR VET veterinary clinic, €3.8M revenue, 76 employees, Vilnius”

▤lbo:

LBO Model Builder

Equity

5-year LBO model with sensitivity grid — editable assumptions.

Skill preview

“lbo: build a 5-year model for Kardiolita at 12% rev growth, 300bps margin exp”

⊘default:

Default Risk Modeler

Credit

Transparent obligor PD, facility LGD, EAD, and expected loss.

Skill preview

“default: estimate PD, LGD and expected loss for a 5.0x unitranche”

◇loanval:

Private Debt Valuation

Credit

Probability-weighted loan DCF and fair-value bridge versus par.

Skill preview

“loanval: mark a 7-year unitranche at a 950bps market discount spread”

How it works

Source → Underwrite → Close → Hold.

01

Source deals that fit your mandate

Market Scanner watches PitchBook, Grata, banker feeds, and proprietary founder outreach. Deal Triage returns a go/no-go on each in under 90 seconds against your fund's criteria.

02

Model them in hours, not weeks

Cap Table Parser, LTM Normalizer, and LBO Model Builder take seller financials into an IC-ready 5-year model with sensitivity and debt stack — already benchmarked against live transaction comps.

03

Close, raise, and hold with conviction

IC Memo Writer, Teaser Designer, LP Update Generator, and Portfolio Ops agents keep every thesis, covenant, and KPI variance in view from signing through exit.

What you get

Time compressed, confidence higher.

Sourcing → triage

1,240 deals

surfaced and triaged against a lower-middle-market software mandate in one week of scanning.

Underwriting

3 days → 40 min

from seller financials + cap table to a full 5-year LBO model with sensitivity and debt stack.

Capital

60 LPs, ranked

by fund-fit, staleness, and commitment size — with drafted re-engagement emails.

Talk to us

Stop stitching tools. Start closing deals.

Book a 20-minute walkthrough. We'll load one of your recent deals into PEHero and show you the full agent flow end-to-end.