START WITH THE BOTTLENECK
What is slowing your team down?
Choose one problem you recognize. See a practical way to reduce the manual work before you decide whether to take another step.
Bring us one frustrating workflow.We’ll show you what the work could look like when information is organized, exceptions are visible, and people stay in control.Show me a possible solution ↓
SOLVE ONE PROBLEM FIRST
Which work would you like to make easier?
CHOOSE A FAMILIAR PROBLEM
Where is your team losing time or visibility?
OR EXPLORE THE LAB
Choose a business problem you recognize.
AI Deal Intake
Turn an incoming deal document into a structured first-pass review.
Demonstration data only. Nothing is uploaded or retained.
WHAT YOUR TEAM WOULD RECEIVE
READYSee the application at work
Choose an example and press the button. The application will turn the source material into work your team can act on.
YOU ARE THE EXPERT IN YOUR BUSINESS
The application is built around your workflow.
These examples show a pattern: information comes in, the application organizes it, applies your rules, and sends useful work to the people and systems that need it.
- Connect your CRM, email, data room, spreadsheets, or internal systems
- Use your firm’s questions, approval steps, and reporting format
- Keep a person in control of important decisions
- Measure turnaround time, missing work, and operational savings
HOW IT WORKS
Your process stays familiar. The repetitive work changes.
We do not drop a generic chatbot into your business. We learn how work moves today, build around the decisions your team already makes, and keep people in control where judgment matters.
Select any step to see what your team would experience
STEP 1 · INPUT
Start with work your team already receives.
The application can begin when a CIM arrives, a diligence file changes, a prospect completes a form, or a portfolio company submits an update.
SAMPLE INPUT · NEW DEAL INTAKEFICTIONAL EXAMPLE
Source package received
CIM.pdf 42 pages
Seller email 3 attachments
CRM opportunity New
Instead of asking someone to assemble the starting file, the application gathers the agreed source material.
FROM IDEA TO A WORKING APPLICATION
A focused path, with proof at every stage.
- DiscoveryChoose one costly workflow and define what “better” means.
- Proof of conceptBuild a small working version using safe sample data.
- PilotTest with real users, permissions, and a controlled set of work.
- ProductionConnect systems, monitor results, and improve the workflow.
FROM PROOF OF CONCEPT TO PRODUCTION
Build this for your firm
What would you remove from your team’s manual workload?
PE Tech Partners designs and develops practical AI applications and automations for M&A firms and technical businesses.