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Private Equity · Infrastructure · Investment Teams

Every New Deal Rebuilds Institutional Knowledge From Scratch.

Comparable transactions, structural frameworks, lessons learned from past investments — it is all there, locked in deal folders, pitchbooks, and the memories of people who may have moved on. Squirro makes your entire deal history instantly searchable and generates investment memos in hours, not weeks.

Make Money Save Money Deploy in 4-8 weeks Medium Effort
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Trusted by Industry Leaders

Zwickroell Henkel Siemens OCBC Bank Candriam Bertelsmann IDB Invest Security Benefit

Measurable Impact

Colleagues working through requests together
$62B across 92 transactions powered by Squirro at a global sovereign wealth fund
80% reduction in proposal generation time at a development finance institution

Evidence in Action

Watch Squirro Accelerate Private Equity Deal Research and Origination End to End.

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How it works

Every New Deal Rebuilds Institutional Knowledge from Scratch.

Comparable transactions, structural frameworks, lessons learned from past investments — it is all there, locked in deal folders, pitchbooks, and the memories of people who may have moved on. Squirro makes your entire deal history instantly searchable and generates investment memos in hours, not weeks.

01

INGESTION

Deal corpus connected

Deal materials, pitchbooks, IC memos, due diligence reports, and post-close data ingested from data rooms, shared drives, and document repositories — indexed and searchable from day one.

Deal Corpus 247 deals · Live
  • VDR Virtual data rooms
  • SD Shared drives
  • DMS Document repositories
  • CRM Deal CRM & pipeline
0
documents indexed
IC memos · pitchbooks · DD reports · post-close data — searchable from day one
02

RETRIEVAL

Comparable transactions retrieved

Semantic and GraphRAG search surfaces the most relevant past deals — ranked by similarity, with structural summaries and post-close performance data attached.

Semantic + GraphRAG "industrial automation carve-outs · margin profile post-close"
0 past deals searched · ranked by similarity and structure
  • 01
    Project Aurora · Industrial carve-out
    IC-2021 · €420M EV · 320 bps margin uplift post-close
    Match · 94%
  • 02
    Project Helios · Mid-cap industrial
    IC-2020 · €280M EV · synergies realized in 18 months
    Match · 89%
  • 03
    Project Northwind · Automation platform
    IC-2019 · €510M EV · exited 2024 · 2.6× MOIC
    Match · 82%
  • 04
    Project Vega · Adjacent sector
    IC-2017 · distant comparable · sector overlap only
    Lower fit · 57%
03

DRAFT

Draft memo generated with citations

Investment memo sections drafted from the most relevant internal analysis and external market data — every claim cited back to its source document.

IC-2021-PA
"Industrial automation carve-out · 12-month integration"
DD-2020-HEL
"Margin uplift +320 bps · synergies in 18 months"
EXT-MKT
"Industrial automation · 11.4% CAGR · 2024–28"
Draft · §3.2 · Comparables
Two precedent transactions: Project Aurora, an industrial automation carve-out integrated in twelve months1, and Project Helios, where margin uplift of 320 bps was realized within eighteen months2, set against an 11.4% sector CAGR outlook through 20283.
¹ IC-2021-PA · ² DD-2020-HEL · ³ External market data
04

COMPOUNDING

Knowledge compounds with every deal

Each new transaction enriches the knowledge graph — making the next comparable search more accurate, the next memo faster, and the firm's institutional memory permanent rather than personal.

Deal Closed
Outcomes Tagged
Graph Enriched
Next Memo Smarter
38%
knowledge reuse
Year 1 · 38% → Year 2 · 61% → Year 3 · 78%

Integrations

Connect Seamlessly with Your Existing Data

Break down data silos and integrate all of your existing data, creating a single source of truth.

Data source connectors for the Deal Research & Origination Agent

Your Expansion Path

Start Here. Scale Across Operations

Each stage shortens discovery cycles, reduces duplication costs, and builds a compounding knowledge advantage across the organization.

  1. 01 To start

    Deal research & origination

    Semantic search across deal history, GraphRAG retrieval, investment memo generation with citations. Live in 4–8 weeks.

  2. 02 Next

    Portfolio insight

    The same intelligence layer extended to the active portfolio — connecting deal history to live operational performance across the PortCo network.

  3. 03 Next

    Contract intelligence

    Contract obligations and CPI tracking added — connecting deal terms to the revenue commitments that determine portfolio returns.

  4. 04 Vision

    Full portfolio AI platform

    Deal research, portfolio insight, contract intelligence, and operational issue resolution — one platform, every stage of the investment lifecycle, compounding institutional knowledge with every transaction.

Our Platform

Connect Once, Govern Once, Reuse Everywhere.

Most enterprises rebuild the same plumbing for every AI project — connectors, governance, retrieval, audit. Squirro builds it once. You extend it.

Squirro Platform Copy-1

One Platform. Limitless Workflows. Ready to Deploy.

Ready to Deploy

Start Where the Friction Is.

Rebuilding deal knowledge from scratch, slow investment memo generation, and inaccessible comparable transaction data each create origination friction differently across every PE fund. We work with deal teams to map the most strategic path to value and to deploy quickly where the friction is sharpest.

Share your details with us to discover the use case, discuss how deal research fits your investment process, or explore a deployment.

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