Case Study: a leading private equity firm accelerates deal approvals with Persistent Systems' GenAI solution

PE firm accelerates investment decision-making and dramatically cuts deal approval time utilizing GenAI

Persistent Systems worked with a leading private equity firm focused on software, data, and technology-enabled services investments. The firm’s managing directors were spending many hours manually creating investment approval memos, identifying risks and constraints, and responding to follow-up questions, while also needing a solution that preserved each author’s personal writing style and supported collaboration.

Persistent Systems implemented a GenAI-powered memo automation solution using AWS Claude V2, OpenSearch Vector DB, LangChain, AWS SageMaker, and React. The solution pulls data from confidential information packs, meeting transcripts, notes, and other systems, then uses GenAI to extract facts and generate personalized memos in the user’s style. As a result, the firm cut memo-creation turnaround time by 90%, reducing it from 16 hours to 30 minutes and speeding up investment decision-making.