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AI agents for investors

The leading AI transformationpartner in private markets

Dealstitch industry experts and engineers help you deploy AI agents against critical work within your firm and across your portfolio.

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How we help investors

AI agents that work shouldn't be hard

You're pushing to deploy AI agents, but running into questionable pilots and skeptical stakeholders. You're not alone. We help investors deliver AI agents that drive real outcomes.

5%
Of AI agents have delivered ROI
MIT finds the gap isn't just the technology — it's pairing a sound approach with the best AI-native tools.
The path forward
The 5% that succeed share a pattern: a clear thesis on where AI fits, rigorous vendor selection, and an approach designed for adoption from day one.
50%
Of these pilots stall before go-live
Gartner finds poor data quality, growing costs, and unclear value stall most AI agent rollouts before go-live.
The path forward
Pilots stall without a clear view of what AI agents can do now, how AI-native tools fit into your tech stack, and if the effort drives real value to your team.
8%
Of investors have deployed agents
State Street finds most GPs and LPs are still planning or piloting AI — the window to lead is wide open.
The path forward
The firms pulling ahead know where AI agents can deliver today — and where they can't. That clarity, paired with hands-on execution, is the edge.

We're operators who understand your business

We're led by technologists who spent years building solutions for 600+ investors. We help you navigate an evolving landscape with a hands-on approach that drives real outcomes.

AI strategy & use case reviews

Identify agent use cases and quickly build roadmaps that align to your firm's competitive edge.

AI agent development

Deploy managed AI agents with systems and data capabilities tailored to your deal, ops, and reporting needs.

Connectors & plugins

Assess your stack for AI readiness, connect AI to your workflows, and improve data access across your firm.

Technology evaluation & delivery

Implement AI-native tools, agents, and systems with technical rigor, so they work in unison across your firm.

Team adoption & upskilling

Upskill your team with training tailored to how your firm operates, and drive adoption that actually sticks.

LP readiness & DDQs

Prepare responses during LP diligence on your AI journey that position you as forward-thinking.

Upskill your team as we deliver

Hands-on training runs alongside implementation, using your workflows and data. Your team builds practical skills on the AI platforms and agents we deploy.

Apply AI to your role
Learn to direct agents with clear instructions, relevant context, and examples drawn from your team’s work.
Evaluate AI outputs
Check results against source documents, identify gaps or flawed assumptions, and recognize when further review is needed.
Adapt and extend agents
Learn to refine instructions, test changes against real examples, and apply agents to new tasks using the operating guides we provide.

AI Field GuideQ3 2026

See where AI is delivering value

AI Field Guide for Private Markets cover

Explore the agent use cases leading investors are putting into practice, with real examples to help you identify opportunities for your firm.

Get the free guide

You're in good company

Our track record spans decades in private markets technology. We've worked with investors across all asset classes and each stage of the technology adoption curve.

  • 600+
    Investors

    We've helped fund managers and limited partners across private equity, private credit, real estate, venture, and growth equity solve complex technology challenges.

  • 50+
    Workstreams

    From deal intake, screening, and diligence to monitoring, reporting, investor relations, and fund accounting, we understand the full investment lifecycle.

  • 40+
    Years in market

    Our team includes founding partners and a global network of forward-deployed AI engineers, consultants, and delivery specialists on every engagement.

Frequently asked questions

What to know about AI agents and working with Dealstitch.

  • An AI agent is software that uses AI to work through a task, choosing the steps and tools needed to complete it. For example, an agent could review a deal package, pull relevant information from your systems, and draft an investment memo. We build agents around your firm’s workflows, data, and access controls.

  • AI is changing how businesses operate and compete across industries. AI transformation is an ongoing commitment to turning those advances into value for your firm. We identify high-impact opportunities, deploy agents and AI-native tools, prepare your systems and data, and help your team adopt new workflows. We measure the results and expand on what works.

  • Our team brings decades of experience in private markets technology. We support managers and allocators across private equity, growth equity, private credit, venture capital, and real estate. We also partner with value creation teams to drive AI transformation in portfolio companies across industries including business services, financial services, and technology.

  • They can be enough for some tasks. We help you take them further by connecting your systems and data, configuring agents for your workflows, and putting access controls in place. We also train your team and manage the solutions as your needs evolve.

  • Our role extends beyond building software. We bring private markets experience to decisions about where AI can create value, what to build or buy, and how to prepare your systems and data. We then deliver the solutions, support adoption, and manage them after launch, with success measured against your business goals.

  • Initial projects typically run four to 12 weeks, with a defined scope, fixed price, and agreed measures of success. We aim to move from signature to kickoff within a week, starting with discovery into your workflows, systems, and data. Further projects and ongoing support are scoped around your needs.

  • We monitor performance, resolve issues, and adapt agents as your systems and workflows evolve. We also provide documentation, operating guides, and training so your team can use and extend what we deliver.

  • We agree with your team on what agents can access, what they can change, and which actions require approval. We test their behavior against real workflows and unexpected inputs before launch, then monitor performance and record activity so your team can trace what happened.

  • We build security and governance into the design, deployment, and ongoing management of your agents. This includes access controls, activity logging, and clear policies for data handling, retention, and model training. We work with your security, IT, and compliance teams to apply those controls within your technology environment.

Put AI agents into action now

Whether you're deploying agents, evaluating AI-native tools, or reassessing current technology, we help you identify use cases and deliver production solutions.

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