Compress the deal cycle
Coordinate data rooms, diligence requests, findings, approvals, and next actions without spreadsheet chasing.
Private Equity
Move every investment from first signal to realized value with context intact.
Connect deal sourcing, diligence, investment committee decisions, transaction execution, portfolio value creation, LP reporting, and exit readiness on one agentic operating layer.
Private equity firmsGrowth equity investorsOperating partners
Who gains operating leverage
Investment teams
Portfolio leaders
LP and compliance teams
Business impact
More execution capacity across deals and the portfolio.
Round Infinity gives private equity teams a consistent operating system without forcing every fund, strategy, transaction, or portfolio company into the same rigid workflow.
Execute value creation
Turn the investment thesis into owned initiatives, milestones, evidence, and interventions across each portfolio company.
See the portfolio clearly
Unify KPI, covenant, risk, board, compliance, and LP reporting workflows with traceable source context.
One connected investment flow
From opportunity sourcing to portfolio value creation and exit.
Each stage combines private equity workflow, business-specific rules, human judgment, and the platform capabilities that carry context across the investment lifecycle.
1
Source and Qualify Opportunities
Banker, founder, intermediary, thesis, event, referral, and proprietary channels feed one pipeline with fit, relationship, and next-action context.
Deal CRM · Research agent · Outreach
2
Run Diligence and Build the Case
Financial, commercial, legal, tax, technology, ESG, insurance, and operational workstreams connect documents, questions, findings, and risk.
Document AI · Data room · Workflows
3
Decide, Negotiate and Close
Investment memos, model assumptions, exceptions, conflicts, committee feedback, terms, conditions, signatures, and funding remain in one case.
IC copilot · Approvals · E-sign
4
Onboard and Execute the Value Plan
The thesis becomes a 100-day plan and longer-term initiatives with accountable owners, milestones, KPI evidence, dependencies, and escalation.
Portfolio portal · Initiative engine
5
Monitor, Report and Prepare Exit
Performance, covenants, board actions, risks, ESG, LP reporting, exit readiness, buyer requests, and closing work stay connected.
Portfolio 360 · Reporting · Exit workflow
Horizontal platform capabilities working across every stage
Deal and relationship context
Diligence and data-room workflows
IC decisions and audit trail
Portfolio company portal
KPI, covenant and risk monitoring
LP and exit reporting
Industry AI agents and accelerators
Purpose-built agents and copilots for private equity operations.
These agents work inside fund permissions, approval thresholds, source evidence, confidentiality controls, and human-review rules. They assist and execute without replacing investment judgment.
Deal Sourcing and Triage Agent
Enriches opportunities, scores thesis fit, identifies relationship paths, and prepares the next action.
Diligence Intelligence Agent
Reads source material, tracks requests, reconciles evidence, and surfaces gaps, conflicts, and risks.
Investment Committee Copilot
Builds the decision brief, traces assumptions to evidence, and records questions, conditions, and approvals.
Transaction Execution Agent
Coordinates conditions precedent, advisors, documents, signatures, funding, and closing readiness.
Portfolio Value Creation Agent
Turns the investment thesis into initiatives, monitors delivery, and escalates blocked milestones.
Portfolio Monitoring Agent
Collects KPI and covenant evidence, identifies variance, and prepares operating and board reviews.
LP Reporting and Compliance Agent
Assembles approved fund and portfolio narratives, evidence, disclosures, and reporting actions.
Exit Readiness Agent
Tracks readiness, vendor diligence, buyer requests, management actions, and closing dependencies.
See Private Equity operations running from deal signal to realized value.
We will map one priority deal or portfolio workflow to your strategy, controls, systems, and teams, then show the configured operation working end to end.
Book a focused walkthrough