Project Xavier – The AI-Powered Investment Copilot
Our software powers AI-driven decisions in multi-million Euro investment processes
This tool has definitely accelerated our workflow. The AI is objective and uncompromising – it objectively verifies every statement in a pitch deck, allowing us to challenge companies more effectively.
We receive a ready-made assessment of claim credibility with specific suggestions, which saves us a massive amount of time during initial analysis.
Reports are very comprehensive and thorough with great insights about the market and company’s competitive landscape.
The AI solution is excellent for sector analysis. It defines the market from a customer’s perspective, identifying alternatives and instantly scanning how the sector is developing. This gives us a comprehensive market view before we even begin evaluating a specific company.
Background
In the high-stakes world of venture capital and private equity, the ability to quickly and accurately evaluate potential investments is a critical competitive advantage. Investment funds are inundated with a constant flow of opportunities, each requiring rigorous initial due diligence. The challenge is immense: analyzing vast amounts of information from pitch decks, market reports, and competitive landscapes to avoid unacceptable risks and, more importantly, to unearth the next market-defining company.
Traditional Approach: A Manual Bottleneck
Traditionally, the initial screening and due diligence process is a time-consuming, manual effort undertaken by highly skilled analysts. This method is fraught with inherent limitations:
Information Overload: Analysts must manually sift through dense pitch decks, extract key claims, and then embark on hours of research to validate them, leading to burnout and slow decision cycles.
Scalability: A thorough initial report on a single company can take an analyst up to 4 days to prepare. This severely limits the fund’s analytical capacity, creating a bottleneck where potentially groundbreaking deals are missed simply due to a lack of bandwidth.
Inconsistent Depth: Under pressure, the depth of analysis can vary, and it becomes nearly impossible to apply the same level of rigor to every single company in the pipeline, introducing hidden risks.
Therefore, more robust and scalable solution is needed to stay competitive, given increasing pressure from the industry.
Challenge
Creating a solution to automate and elevate due diligence required us to overcome three core challenges:
Deep Intelligence Challenge
The system couldn’t just summarize a document. It needed to think like an analyst: extract nuanced claims from a pitch deck (e.g., market size, competitive positioning), form hypotheses, and then conduct iterative, deep research to validate or challenge those claims.
The final output had to be MECE (mutually exclusive, collectively exhaustive) to ensure comprehensive, high-quality analysis.
Trust & Security Challenge
Investment funds operate under strict confidentiality. The solution had to guarantee enterprise-level security for sensitive data under NDA.
Furthermore, to be trusted, the AI’s output couldn’t be a “black box”. Every significant finding needed to be transparently linked back to its source, empowering analysts to verify information and dig deeper with confidence
Usability Challenge
The final deliverable had to be immediately useful to busy partners and investment committees. A raw data dump would be useless.
The challenge was to synthesize potentially hundreds of pages of research into a polished, executive-ready report with a clear summary, logical structure, and easy navigation.
Solution
In order to solve real-world problems we created a sophisticated multi-agent system built on Google’s Agent Development Kit.
Here is how it works (in a nutshell):
- Ingestion & Extraction: The system analyzes a company’s pitch deck and any additional context provided by the fund, using state-of-the-art models to extract critical information and claims.
- Iterative Research: Based on this information, specialized agent guilds are deployed: (a) Market Analysis and (b) Competitive Analysis. They conduct thorough, iterative research, evaluating their findings at each step to refine the inquiry, ensuring a comprehensive and robust final analysis.
- Secure & Verifiable Reporting: The entire process runs on Google Cloud Platform (GCP), ensuring all data remains secure and compliant with the highest standards of data privacy. The final report, which can be exported to PDF, is meticulously structured. Crucially, every key figure and claim is footnoted with its source, aligning with the fund’s own best practices and building a foundation of trust.
Benefits & Impact
The Investment Copilot is not a replacement for analysts; it’s a powerful force multiplier that delivers transformative results.
- Unprecedented Analytical Throughput: By reducing analysis time from 4 days to 30 minutes, funds can now evaluate every deal in their pipeline, ensuring no opportunity is left unexplored.
- Empowered Analysts: Freed from the manual grind of data gathering and validation, analysts can leverage our solution to focus on higher-value activities: building relationships with founders, negotiating deals, and developing strategic insights.
- Enhanced Decision-Making: The Copilot delivers consistently deep, objective, and source-verified reports, enabling investment committees to make faster, more confident decisions with a clearer understanding of the risks and opportunities.
- Proven Performance: To date, our Investment Copilot has successfully supported over 20 investment processes, demonstrating its reliability and value in real-world scenarios.
