PE Deal Screening and IC Memo Agent
The agent reads CIMs, teasers and management presentations and screens each opportunity against your fund strategy, sector focus, ticket size and hurdle criteria. For deals that pass, it drafts an investment committee memo in your house template covering the market, financials, B-BBEE ownership, key risks and exit routes, ready for your deal team to refine.
Ideal forPrivate equity teams
The difference
From 16-24 hours per IC memo to 2-4 hours
Your deal team reviews more opportunities each month and spends IC preparation time on judgement rather than assembly.
Done by hand
16-24 hours per IC memo
With the Vanine agent
2-4 hours
Time returned to your team
85%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Faster, consistent screening
Deal flow arrives from advisers, banks and direct approaches in every format. Each opportunity is scored against the same mandate criteria, so strong deals rise to the top and poor fits are declined quickly.
A strong first draft for IC
Associates spend days assembling memos from CIMs, models and notes. The agent produces a structured first draft, so your team spends its time on judgement, diligence questions and the investment thesis.
SA factors built in
Every memo addresses B-BBEE ownership, Competition Act merger considerations, exchange control and realistic SA exit routes, so IC questions are anticipated rather than raised late.
Capabilities
Screen every CIM quickly and bring sharper memos to investment committee.
Built for deal teams, investment professionals and principals at SA private equity firms, DFI-backed mid-market funds, family offices and corporate development teams.
Mandate screening
Scores each CIM or teaser against your sector focus, ticket size, geography, control or minority stance and return hurdles, with a clear reason to pursue, hold or decline.
Financial extraction
Pulls historical and forecast revenue, EBITDA, margins, working capital and debt into a standard Excel summary, flagging gaps and inconsistencies in the CIM.
Market and competitor view
Summarises the market, competitors and macro drivers using the CIM, public sources such as Stats SA and SENS, and market data through your licence.
B-BBEE and regulatory review
Assesses the target's B-BBEE ownership and certificate status, likely merger notification requirements under the Competition Act and exchange control points for offshore investors.
Exit analysis
Outlines realistic exit routes in the SA market, such as a trade sale, secondary buyout, JSE listing or management buyout, with the risks to each.
IC memo drafting
Drafts the investment committee memo in your house template, with the thesis, key risks and mitigants, valuation points and a diligence question list for the deal team.
How it works
From your systems to a result you sign off
Your deal team edits and owns the memo, and the investment committee makes every investment decision.
Connect the places your deal documents already live.
CIMs, teasers and management presentations from your deals inbox, SharePoint or data room, plus your fund mandate and past IC memos. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- Salesforce or Dynamics 365 deal CRM
- Virtual data rooms (Intralinks, Datasite, Ansarada)
- IRESS, Bloomberg or S&P Capital IQ, through your licence
Runs whenever a new opportunity arrives, or on request in Teams or OpenAI Frontier, using the models your organisation approves.
A screening scorecard in your deal CRM or Excel, and a draft IC memo in Word saved to the deal folder in SharePoint.
Step by step
- 01
A CIM or teaser arrives in the deals inbox or data room.
- 02
The agent extracts the business profile, financials and deal terms.
- 03
It scores the opportunity against your mandate and hurdle criteria.
- 04
For deals that pass, it drafts the IC memo in your template.
- 05
The deal team reviews, challenges and finalises the memo.
- 06
The investment committee considers the memo and decides.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Does Project Baobab fit our mandate?"
- deal
- Project Baobab
- fund
- Fund III
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your deal documents never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your deal documents stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your deal documents. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR DEAL DOCUMENTS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
