Create Prompts That Mirror Your Investment Process.
Because your workflows are your edge and they shouldn’t be generic
Every Private Equity firm claims to "add value."
But what actually sets your firm apart is how you operate:
- How you analyze CIMs
- How you structure memos
- How you monitor your portcos
- How you communicate with LPs
Your processes are your IP. So why would you use off-the-shelf prompts?
What you need are bespoke AI prompts that reflect your workflow—not someone else's.
Prompts your team can use to automate your unique approach. Prompts they can adapt, improve, and control independently—long after our AI deployment experts have completed their engagement.
What, Why & How
What We Help You Build
We work with your team to design AI prompts that: - Follow your internal investment logic - Draft outputs in your firm's tone, structure, and formatting - Pull data from your files, tools, or deal rooms using retrieval-augmented generation (RAG) - Can be used in Excel, Notion, Copilot, Google Workspace, and more - Are editable and well-documented, so your team can evolve them post-deployment You'll walk away with a library of private, workflow-aligned prompts—your new internal automation layer.
Why This Matters - out
Your team spends hours weekly on repetitive tasks: - Deal triage and CIM reviews - Investment committee memos - Portfolio KPI validation - LP communications - Partner meeting preparation These structured processes are perfect for AI automation—yet most PE firms using ChatGPT aren't seeing expected returns. The problem? Generic prompts don't match your firm's unique workflows. Without custom AI solutions that reflect how you actually operate, your technology investment remains underutilized.
How We Deliver It
To make this happen, we embed a Forward Deployed AI Engineer in your firm or portco. This person acts like a temporary operator—on a 4–12 week sprint—who: Maps your current workflow step-by-step Designs prompt chains and AI agents that mimic that flow Deploys them inside your existing tools (securely, with compliance in mind) Documents and trains your team to evolve the system once we’re gone We don’t drop in and disappear. We build beside you, with tools you’ll keep using.
Why Choose Us?
Because we don't just understand prompts. We understand the world Private Equity firms operate in, but we begin every engagement by learning how your firm uniquely works:
- You compete on process
- You win on speed
- You need tools that respect both security and specificity
Let's Start with One Workflow
It could be CIM triage. We'd be glad to provide you with a sample Custom GPT designed to analyze a CIM. Consider it a starting point—a working demo we can refine together to match your firm's specific workflow, structure, and process.
Contact us to request your free copy. 👉 info@bythepeople.tech
