AI for Private Equity Firms
Connect Diligence and
Portfolio Work Across Your Firm.
Ventos brings target, diligence, and portfolio context together for first reviews, deal work, and portfolio updates.
Connected. Intelligent. Always working.
Ventos connects your data, your tools, and your team into a single system that understands, acts, and stays accessible.
It knows your firm
A living layer that understands your targets, intermediaries, diligence, investment decisions, portfolio companies, and value creation plans, and how it all connects across every system.
Your firm on autopilot
Since Ventos already understands how your firm operates, agents carry that context from the first look through ownership. Set the direction, and they take it from there.
Good morning! Here's your deal room snapshot.
5 CIMs In Review ↑ 1 · 2 In Diligence · 1 LOI Signed
Meridian Industrial data room updated overnight · Q&A log has 6 new items
Open full digestCompany
Meridian Industrial
Platform add-on
$42M EBITDA
Founder-owned
Recent Activity
- Data room accessed 12x
- Management call scheduled
- QoE draft received
Key Talking Points
- ✓ Margin expansion case
- ✓ Customer concentration
Contact
David Ruiz
CFO
druiz@meridianindustrial.com
Collect financials
From data room & advisors
Generate value creation brief
Portfolio review ready
Share with LPs
Quarterly update sent
Accessible wherever you work
Talk to your agents from any interface — record a WhatsApp message on the go, forward an email thread, or work directly on the web.
At your desk
Chat in your channels
Chat on the go
Forward threads, stay in context
Talk in Teams chats
Connect via Zapier
You just saw it working. Here's how fast it becomes yours.
Not a consulting engagement. Not a login and a docs link. Experts who build it with you.
Identify
We map how your team works and surface the workflows worth automating.
Define
Together we shape each agent: what it reads, what it does, where you confirm.
Create
Our experts build and ship it on your real data. Live in days, not quarters.
Compound
The platform detects repeating work and automates more of it every week.
All of it on a platform your team picks up immediately: plain language, inside email, Slack, or WhatsApp. No new dashboards to learn.
Your stack. Supercharged.
Ventos plugs into the tools your firm already runs on — no migration required.
Google Drive
SharePoint
Attio
Affinity
Salesforce
Harmonic
Gmail
Google Calendar
Outlook
Monday
Granola
Fireflies
Fathom
SpinachAnd many more.
New integrations are added regularly.
Firms that already run on Ventos.
"By using Ventos, we significantly increased our team's capacity across sourcing, analytics, dealflow management, and document creation, allowing us to avoid the additional hires we had planned."
"Ventos feels like having superpowers. Any question or idea I have, I instantly get the right information, documents, or reports. Work that used to take us days before an IC meeting or for portfolio reviews now takes minutes, all from my phone."
"Ventos is the missing piece we were looking for. It combines an intuitive AI platform with a team of AI experts who work alongside us, helping us unlock the full potential of AI across our firm."
What private equity teams ask before they book.
Ventos connects the sources your firm has chosen to make available, so the team can search target, relationship, and diligence context together.
Yes. Skills and organization context can be shared so the work is not limited to one person’s setup.
Ventos mirrors connected-source permissions and keeps customer deployments isolated.
No. Ventos does not train AI models on customer data.
We connect the agreed sources, work with your team on practical workflows, and evaluate the results together.
Still weighing it? The call answers the rest in 20 minutes.
The cost of staying manual isn't zero. It's compounding.
See how your team can carry deal and portfolio context from the first look through the operating review.
Start with a pilot: no upfront commitment, no seat limits, no migration.