Cutting deep-dive research time by 70% across a decade of Permira deal documents
Permira’s investment teams searched ten years of deal documents by hand for every comparison. Yopeso built an AI copilot that searches, drafts, and compares across that archive with full audit trails, and cut deep-dive research time by 70%.
Less research time on deep-dive analyses
Analyst hours per deep dive
Of deal documents made searchable
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About the client
Permira is a global private equity firm. Over more than ten years of deals, its teams built up an archive of investment committee packs, portfolio reviews, due diligence reports, and portfolio files.
The challenge
Every comparative analysis started with a search through that archive, by hand. Which past deals were in this sector? Who was on the deal team? How did this company’s quarter compare with the rest of the portfolio? A single deep dive took an analyst 40 to 60 hours.
The archive holds confidential deal information. Any tool had to respect who may see what, and leave an audit trail behind every answer.
The solution
Yopeso built and runs Permira Prompt, an AI copilot that works across the whole archive through a chat interface. It connects SharePoint, Outlook, FactSet, and the firm’s ESG data lakes, so one question searches all of them.
- Retrieval with re-ranking over ten years of deal history, so answers draw on the right passages.
- Specialist agents for research drafting, Q&A, and portfolio comparison, coordinated by a central orchestrator.
- Entity extraction that links companies, people, and deals across thousands of documents.
- Several language models, with a confidence score and source citations on every answer.
- Role-based access, full audit trails, and role-specific prompt libraries that keep outputs consistent across teams.
Impact
70% less time per deep dive
A deep dive that took an analyst 40 to 60 hours now takes 10 to 20.
Ten years of deals, one query
More than a decade of legacy deal documents is searchable in one place, and every answer points back to its source.
Inside the firm’s governance rules
The copilot runs under Permira’s audit and governance requirements. Access follows each user’s role, and every output can be traced.
