Best AI Tools for Private Equity Firms in 2025

Artificial Intelligence (AI) is revolutionizing the private equity (PE) landscape, enhancing deal sourcing, due diligence, portfolio management, and operational efficiency. In 2025, PE firms are increasingly adopting AI tools to gain a competitive edge in a dynamic market. This article explores the top AI tools transforming private equity operations.

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AI Tools Enhancing Deal Sourcing

Capix

Capix is an AI-native data intelligence platform designed to streamline the discovery and analysis of private equity firms and other companies. It aggregates and enriches data from multiple sources, including company websites, investor reports, and proprietary sources, into a single customizable platform. Capix enables users to build custom datasets using natural language search, automate data enrichment with AI, and gain real-time insights. It caters to investment banks, M&A advisors, limited partners, private equity firms, and companies seeking capital, facilitating tasks such as building buyer lists, evaluating PE firms, and identifying funding opportunities.

Want to see it in action? Book a quick demo and discover how Capix can help you find and qualify private company targets in minutes — not weeks.

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PitchBook

PitchBook offers a comprehensive database of global capital markets, providing insights into company profiles, financials, funding history, and M&A activities. Its tools assist in deal sourcing, valuation, due diligence, and benchmarking.

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Inven

Inven streamlines the process of identifying high-quality deals, add-on targets, and platform companies. By reducing hours of manual research, Inven provides comprehensive data on over 23 million companies globally, focusing on lower-middle and middle-market firms

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Grata

Grata specializes in AI-powered market intelligence, focusing on middle-market dealmaking. Its platform automates deep company research, offering semantic search experiences and AI-based recommendations to uncover hidden opportunities.

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AI Tools for Market Intelligence

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CB Insights

CB Insights is a market intelligence platform that provides AI-powered tools to forecast market trends, identify high-growth companies, and track innovation activity. It offers extensive coverage of startups, funding rounds, and M&A activity.

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Kensho

A subsidiary of S&P Global, Kensho specializes in financial analysis, market trend prediction, and risk management. It leverages machine learning and natural language processing to extract insights from unstructured data.

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AI Tools for Due Diligence and Risk Assessment

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Kira Systems

Kira Systems automates the review of legal and financial documents using machine learning. It quickly identifies and extracts key information from contracts, reducing the time and cost of due diligence.

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Evisort

Evisort is a contract management platform that automates the review, analysis, and management of legal documents. It streamlines contract workflows and improves compliance, enhancing due diligence efficiency.

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AI Tools for Financial Analysis and Portfolio Management

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ZBrain

ZBrain enhances portfolio management and performance analysis by providing automated processes, real-time insights, and data-driven reports. Its AI-powered analytics support data-driven decision-making.

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Nosible

Nosible offers AI-driven visual insights into portfolio performance, tracking over 32,000 companies and 45,000 equity funds globally. Its tools aid in comparative analysis and investment optimization.

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AI Tools for Communication and Presentation

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InboxPro

InboxPro streamlines email management with AI-assisted drafting, email templates, automated follow-up sequences, and calendar scheduling. It enhances communication efficiency for professionals handling high volumes of emails.

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SlideGPT

SlideGPT is an AI-powered Google Slides add-on that simplifies presentation creation. By leveraging ChatGPT, it helps users generate presentation outlines, slides, and visual content quickly.

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Key Considerations When Selecting AI Tools

• Data Integration: Ensure the AI tool seamlessly integrates with existing data systems, including financial databases and CRM platforms.
• Scalability: Choose tools that can handle growing data volumes and analytical requirements without compromising performance.
• User Interface: Opt for tools with intuitive interfaces to facilitate efficient adoption and integration.
• Cost-Benefit Analysis: Evaluate the tool's return on investment by considering cost savings, improved decision-making, and operational efficiency gains.
• Human-AI Collaboration: Balance AI capabilities with human expertise to achieve optimal results in decision-making processes.

By integrating these AI tools into their operations, private equity firms can enhance efficiency, make more informed decisions, and maintain a competitive edge in the evolving financial landscape.

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About the Author

Luiz Vitor Germanos Teixaira is a seasoned deal-sourcing strategist with a track record of building target lists for some of the world’s largest M&A transactions. His tenures at Bank of America and BTG Pactual have given him front-line insight into thousands of deals, experience he now channels into actionable guidance for investors.