USE CASES
Private Equity Investment Decision Flow (ViewpointAI + Clarity)
Our goal: Enable structured, data-driven, and collaborative PE investment decisions by combining human expertise with AI-powered insights.
1. Decision Criteria (Define Investment Objectives)
Purpose: Establish the goals of the PE investment.
Human Input: Define key criteria such as:
Target financial returns (IRR, ROI)
Risk tolerance and portfolio diversification
Industry, market, and growth potential
Operational performance and management team quality
Exit strategy and timeline
Alignment with fund strategy and mandate
Clarity’s Role: Suggests additional criteria based on historical PE deals, market benchmarks, and comparable portfolio companies.
Output: Weighted decision criteria (“viewpoints”) forming the baseline for evaluation.
2. Data Capture (Build the Investment Data Room)
Purpose: Collect all relevant information on potential portfolio companies.
Human Input: Financial statements, audited reports, contracts, customer and supplier data, operational metrics, and legal documents.
Clarity’s Role: Extracts and standardizes data from unstructured sources, identifies gaps or inconsistencies, integrates market intelligence, and highlights risks or strategic opportunities.
Output: Centralized, AI-enhanced investment data room ready for analysis.
3. Decision Making (Evaluate & Rank Opportunities)
Purpose: Assess investment opportunities against defined criteria.
Human Input: Evaluate qualitative factors such as management team strength, operational efficiency, and strategic alignment.
Clarity’s Role: Scores and ranks opportunities, models trade-offs, highlights risks and upside potential, and enables scenario modeling (e.g., revenue growth scenarios, operational improvements).
Output: Ranked list of investment opportunities with transparent reasoning and risk assessment.
4. Decision Reporting (Transparency & Verification)
Purpose: Document and communicate the rationale for PE investment decisions.
Human Input: Approve final investment decisions and provide contextual notes for fund partners and stakeholders.
Clarity’s Role: Automatically generates a report showing applied criteria, weighted scores, scenario analyses, risks, and supporting data.
Output: Transparent, auditable report suitable for internal review, LP communication, and compliance purposes.
Core Capabilities Throughout
Human: Strategic insight, investment experience, portfolio context, operational knowledge
AI (Clarity): Data extraction, scoring, ranking, risk modeling, scenario analysis
Collaboration: Partners, advisors, and investment committees can review criteria and provide input
Analysis: Identify trends, risks, operational improvement opportunities, and portfolio impact
Reporting: Automated documentation ensures transparency, accountability, and traceability
Clarity’s role: Acts as an AI co-pilot throughout the PE investment process — guiding criteria definition, analyzing opportunities, scoring deals, modeling scenarios, and generating transparent reports — while humans make the final investment decisions.
Let’s Build Smarter, Faster Decisions Together
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