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Description
AgenticPM is a specialized AI platform tailored for the private markets, featuring dedicated agents for private equity firms, transaction advisory teams, and investment banking professionals. Its Deal Scout component helps in identifying and assessing potential targets, mapping out markets, and enhancing target lists with valuable insights. The Deal Advisor function focuses on scrutinizing deal documents, facilitating thorough due diligence, and assisting in the development of investment cases and investment committee memos. Meanwhile, the Portfolio Monitor keeps an eye on the performance and risks associated with portfolio companies, and the Exit Advisor aids in planning for exits and conducting valuation analyses. Additional agents provide support in various areas, including commercial, financial, operational, technology, and restructuring due diligence, as well as managing workflows related to buy-side, sell-side, origination, and capital markets. The platform excels in analyzing critical company and deal information and can seamlessly integrate enhanced target data into a CRM system. AgenticPM is crafted to streamline processes for deal sourcing, due diligence, portfolio management, and exit strategies. Users are encouraged to take advantage of a complimentary trial or arrange a demonstration to explore the platform's capabilities. This approach allows potential clients to fully understand how AgenticPM can address their specific needs in the competitive landscape of private markets.
Description
With Orbit Diligence, you can design and tailor your own questionnaires by either importing existing ones or utilizing our comprehensive library of established industry questionnaires. Streamline the process for both yourself and your respondents by enabling them to reuse relevant answers from past submissions. Say goodbye to lost emails, incomplete spreadsheets, and corrupted files that can complicate your workflow. Remember that due diligence should not conclude once contracts are finalized or deals are closed; it is essential to keep monitoring your third-party network for new and emerging risks. In addition to managing due diligence responses and communications, you can oversee project statuses and compile market-specific summaries. Customize question tags based on regulations, departments, or risks, and easily flag answers that require further attention. You can also create tasks to address issues and stay ahead of potential risks. Monitor completion rates and active projects in real-time, while leveraging Orbit Diligence to facilitate communication not just within teams and departments but also with your respondents, ensuring a seamless flow of information throughout the entire process. This approach fosters a thorough and ongoing commitment to due diligence far beyond initial contract signing.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Agentic Private Markets
Founded
2025
Country
United States
Website
www.agenticprivatemarkets.ai/
Vendor Details
Company Name
Thomas Murray Network Management LTD.
Founded
1994
Country
United Kingdom
Website
thomasmurray.com/platform/orbit-diligence