Autopilot for Private Equity

Put your firm on autopilot
in 90 days.

IC prep in hours, not weeks. Models assembled live from the firm brain. LP reports that compile from raw data. Every deal compounds the firm, so partners do the work only partners can do and the rest of the firm gets weekends back.

4 of 5 firm slots open · cycle filling now

From signature to firm brain, in 90 days.

Day 0

System sync

CRM, drive, calls, email connected.

Day 14

Services rendered

Sourcing engine and portco consults shipped.

Day 30

Flows + plug-ins live

Excel installed firmwide. PowerPoint follows.

Day 90

Firm brain installed

Every seat is on. Partnership begins.

Miss a milestone, next month is on us. Guaranteed.

What gets installed.

Firm Brain

Trained on your CRM, cloud drive, call transcripts, email history, and historical decisions.

Excel Plug-in

Native add-in that builds models, fills templates, and pulls live firm data, without copy-paste.

View in Microsoft Marketplace
New

PowerPoint Plug-in

Native add-in that assembles IC decks, board updates, and LP reports in your firm's voice and format.

View in Microsoft Marketplace

Emblem Listen

Records and transcribes every call, tagged to the right deal and searchable across the firm.

Fundy

The voice analyst. Ask any deal question out loud and get partner-ready answers from firm memory.

Portfolio Dashboard

Updates from raw data without templates. Partner-ready views from day 90.

Net-new value, not another chatbot.

A raw model can answer questions. Emblem sits at the app layer, on top of your firm's memory, and turns those answers into the work itself.

A raw LLM, or a thin wrapper
Smart. Generic. On its own.
  • Answers from public data, blind to your deals
  • You paste the context in every time, then re-paste tomorrow
  • Prompt engineering becomes your team's second job
  • Confident answers with nothing to trace them back to
  • The output is a chat reply, not a model, memo, or deck
  • Closes the tab and it forgets the firm ever existed
You still don't have the memo, the model, or the deck.
Emblem, the app layer
The model, wired into your firm.
  • Ships the finished memo, model, and deck in your format
  • Runs on your firm's own memory: deals, calls, docs, portfolio
  • Every number traces back to the source document
  • Orchestrated workflows, not a blank prompt box
  • Every deal compounds the firm's advantage
  • Value shows up as partner-ready work, not tokens spent
You get the deliverable, and the firm gets smarter with it.
The qualifier

We don't take pitches.
We take templates.

Send a fully redacted PowerPoint template from your firm. We return a custom firm-voice deck, assembled from your structure, before the call is booked.

01

You send

Your firm's IC, board, or LP-update template. Fully redacted: logos, branding, page structure only. No deal data.

02

We return

A custom deck assembled in your firm's voice from the structure you sent us. Built on Emblem. No call yet.

03

You decide

If the deck makes the case on its own, you book the call. The qualification is the artifact, not a sales conversation.

04

Or you walk

If it isn't what you'd expect from your own analysts, you keep the deck. No obligation, no follow-up.

We do the proving. You do the deciding.

Partners only · 4 of 5 firm slots open

What partners ask first.

What is Emblem Autopilot?

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Emblem Autopilot is a full-firm AI deployment for a private equity firm. It includes a firm-specific brain trained on the firm's CRM, cloud drive, call transcripts, and historical decisions; a native Excel plug-in and a PowerPoint plug-in that ship partner-ready deliverables; a portfolio dashboard that updates from raw data without templates; and a fixed services package covering system sync, prompt engineering, user workflow calls, portfolio-company AI consults, and in-person rollout.

What kind of AI tool is Emblem Autopilot?

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Emblem Autopilot is not a research interface, a chat surface, or a tool a few analysts subscribe to. It is a full-firm AI deployment that sits on the firm's institutional memory (CRM, cloud drive, call transcripts, email history, portfolio data) and ships partner-ready deliverables in their native format: Excel models, PowerPoint decks, Word memos. Every seat at the firm uses it. It replaces the build-vs-buy decision, the AI vendor RFP, and the in-house AI hire.

What does it cost to deploy AI at a private equity firm?

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Pricing has two parts: per-seat software billed monthly with a firm-wide seat minimum, and a one-time onboarding service fee that is waived when every seat at the firm participates. Storage, LLM inference, and integrations are all included, with no metered overages, and new features are installed throughout the contract term at no additional cost. Exact figures are shared on the call and sized to your firm.

How long does it take to deploy AI across a PE firm?

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Deployment follows a fixed 90-day calendar. Day zero: system sync. Day 14: services rendered (sourcing engine, portfolio-company consults). Day 30: flows and plug-ins installed across the firm. Day 90: firm brain installed and the partnership begins. Outcomes are tied to dates, not estimates.

How many private equity firms can Emblem onboard at once?

+
Five firms per implementation cycle. The cap reflects implementation capacity, not software inventory. Four slots are currently open. Once the cohort is full, the next opening is in the following cycle.

Who at the private equity firm uses Emblem Autopilot?

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Every seat at the firm: partners, principals, associates, analysts, IR, and finance. Pricing assumes a 20-seat minimum and the service fee is waived when every seat participates. The product is designed for firmwide deployment, not a single team or workflow.

What happens if Emblem doesn't deliver?

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The contract includes four guarantees stacked upfront: a 30-day accuracy guarantee, a milestone guarantee (miss any milestone on the deployment calendar and the next month is free), a 90-day make-it-right guarantee, and a usage-based refund. On top of that, a bonus stack is delivered at no charge: a custom sourcing engine, two portfolio-company AI consults, in-person deployment, and included storage and inference.

How do I qualify for an Emblem Autopilot call?

+
Send a fully redacted PowerPoint template from your firm: your IC deck, board template, or LP update format with all deal data, logos, and identifying information removed. Emblem returns a custom firm-voice deck assembled from your structure before the call is booked. If the deck makes the case on its own, you book the call. If not, you keep the deck and walk with no obligation. The template requirement filters for partners with real intent and proves capability before any sales conversation.

4 of 5 firm slots open.
Cycle filling now.

Templates are reviewed in the order received. First to commit, first installed.

Partners only · 4 of 5 firm slots open