Your deal team should spend Monday on judgment, not on rebuilding LP and deal history.
Soligence connects the firm's relationship and deal knowledge and builds systems for the companies it owns. Solena helps your team find relevant history and prepare for decisions. Our senior engineers deliver custom workflows around your processes and controls.
COOs, CFOs, heads of operations, and the partner sponsoring AI
Deal sourcing and diligence, IC memos, CRM and LP relationships, fundraising data requests, portfolio monitoring, fund finance and operations.
What we build for the firm →Operating partners and portco CEOs, CFOs, and COOs
The AI workstream in the 100-day plan, sponsor reporting, add-on integration, SG&A consolidation, and an EBITDA bridge the IC will believe.
What we build for portcos →Where the firm's hours go.
Lean deal teams, fee pressure, longer holds, and LPs who now ask about your AI strategy in diligence. The firm has to do more with the same people, and a large share of the hours goes to assembly rather than judgment.
The data room lands on Friday
The first read of the CIM, the QoE, and a few hundred files happens over a weekend before Monday IC. Numbers get copied between the model, the memo, and the deck, and transposed on the way.
A CRM that costs like a platform and works like a spreadsheet
Seat-licensed private-capital CRM, manually maintained, unable to tell you which LPs are most likely to fund the next deal or which relationships have gone quiet.
LP reporting and DDQs eat IR and finance every quarter
Quarterly letters, capital account statements, DDQs, and fundraising data requests rebuilt by hand from the same sources each cycle.
Portfolio monitoring is a spreadsheet
Board packs read late or not at all. Covenant headroom, KPI drift, and customer concentration found after the fact instead of flagged when they moved.
Fund finance and operations still run on email
Capital calls, distributions, waterfall checks, expense allocations, and the recurring exception hunt across the administrator, the bank, and the GP's own records.
Compliance asks where the deal data goes
Information barriers, MNPI, the marketing rule, and vendor diligence. Any AI system the firm adopts has to answer those questions before it answers any others.
Where the deal data goes. Soligence hosts and operates Solena. You choose which sources it connects to: email, calendars, and call transcripts out of the box, and anything else only after we scope it with you. We walk your compliance team through how data is handled before anything is connected.
Start with what is already running.
Customer and deal intelligence
The first Solena module in production, running at a private equity firm today. Agents do the data assembly the deal and IR teams used to do by hand, match new deals to the LPs most likely to fund them, draft deal and LP briefs, and surface LP engagement signals from communication history.
Deal Execution and PortCo Health
Two further Solena modules are planned: Deal Execution (data room first read, red-flag memo with source citations, IC memo drafting) and PortCo Health (board packs read every quarter, covenant headroom and KPI drift flagged as they move). Work needed ahead of a planned module is scoped separately.
Everything a module does not cover
LP reporting and DDQ assembly, fund finance exception handling, research and memo production on the firm's own materials, and an AI policy framework that stays investor-ready. Built by our AI Factory, the senior engineering team and agent workflows behind every custom system we ship, and handed to your team with documentation, training, and governance.
You're running a portfolio on operational playbooks built before AI.
Every portco has its own ERP, its own reporting cadence, its own spreadsheets. Your operating team spends more time assembling data than acting on it. AI changes the operating model, but only if it's scoped to the metrics your IC actually cares about.
Monthly KPI packs take days, not hours
Your ops team manually assembles data from several different ERPs across the portfolio. By the time the board deck is ready, the numbers are already stale. Every portco reports differently.
No standard operating playbook
You know what good looks like in procurement, pricing, and back-office ops. But each portco implements it differently, on different systems, with different teams. Standardization is manual and slow.
AI pilots that stall at the demo
Some portcos tried ChatGPT or built a proof-of-concept. It never reached production because nobody scoped it to a real business metric, nobody built governance, and nobody trained the team.
SG&A that should be lower
Your portcos are paying for enterprise CRM, BI tools, project management, and documentation platforms. Some of it can be consolidated or replaced with AI tools built around how each company actually works.
Start across the portfolio. Act where it pays first.
The top opportunities at every portco
One hour with the leadership team at each of 5 to 10 portfolio companies on its pain points. Two to four weeks, priced by portfolio size, credited in full toward project work that begins within 60 days.
- The top three AI opportunities at each company
- A high-level reason why for each one
- The one to three to act on first across the portfolio, ranked by likely EBITDA impact, with a priced proposal for each: what it costs, how you’ll measure it, and when you can expect to see results
Build where it pays first
The first one to three priorities go into production in the portfolio companies where they matter most. Your team measures each against its starting point, and we document the playbook so the rest of the portfolio can follow. Custom builds are handed to your operating team with documentation, training, and governance.
- Production AI workflow deployed in a priority portco
- KPI dashboard tied to value creation plan metrics
- Repeatable playbook documented for portfolio rollout
One AI leader across the portfolio
A part-time Chief AI Officer engaged by the firm, working with the operating partners and portfolio company leaders. Keeps the roadmap moving across companies, carries what works in one portco to the next, and turns decisions into shipped systems.
- AI strategy and governance across the portfolio
- Use-case evaluation and vendor guidance
- Progress reporting to the firm on AI
What a 100-day AI initiative looks like for a $50M revenue portco.
An illustrative plan, not a client result: B2B services company, 200 employees, NetSuite ERP, HubSpot CRM, manual monthly reporting to the fund.
Days 31–75: Reporting automation
Owner: VP Finance + operating partner
Baseline: 4 days/month assembling board pack from NetSuite + spreadsheets
Target: Automated monthly KPI pack with variance commentary, delivered in 4 hours
Impact: CFO capacity freed for strategic analysis
Days 45–90: CRM and pipeline intelligence
Owner: Head of Sales
Baseline: CRM with low adoption, no forecast accuracy tracking
Target: AI-native pipeline intelligence with automated data capture
Impact: Sales forecast accuracy visible to the IC for the first time
Days 60–100: Customer success automation
Owner: VP Customer Success
Baseline: Renewal tracking in spreadsheets, no proactive risk visibility
Target: Automated health scoring, renewal risk alerts at 90 days, expansion signals
Impact: Improved NRR visibility and proactive retention
Days 60–100: Back-office cost reduction
Owner: COO + operating partner
Baseline: Multiple overlapping software platforms across CRM, PM, and documentation
Target: Consolidate with AI-native alternatives where ROI is clear
Impact: Measurable SG&A reduction, documented for IC reporting
The PE AI playbook
How we ramp AI at a firm and across its portfolio: discovery, the Solena base layer and Customer & Deal Intelligence module, further modules as needed, the AI Factory for the gaps, and a team ready to use and govern it.
Read the playbookProof, not promises
A private equity firm cut annual software spend by roughly 60% by replacing its legacy private-capital CRM with Solena, and gained a deal-to-LP matching engine the old platform never offered.
Read the case studyTell us whether you're the firm or the portco. We'll take it from there.
Tell us about the firm or the portfolio, where the hours go today, and what you have tried. We'll tell you honestly where AI creates leverage and what a realistic timeline looks like.
Intro call
30 to 45 minutes. You describe the bottleneck; we tell you honestly whether AI is the right lever and what discovery would cover. No slide deck, just a working conversation.
Discovery
Two to four weeks. We interview your team and review the workflows, data, and controls, then deliver a readout, a written report on where AI can help, and a priced proposal: for each project, its cost, the result it targets, how you’ll measure it, and when you can expect to see results. Starts at $5K, credited in full toward project work that begins within 60 days.
Project work
Custom software and modernization by our AI Factory, the senior engineering team and agent workflows behind every custom system we ship. Structured as a fixed-scope sprint, a multi-phase build, an ongoing operations partnership, or fractional AI leadership.
Most AI Factory engagements follow this pattern. Solena is an annual subscription with its own path: a conversation, a demo, signing, then implementation and setup. See how we work.