Automation for asset managers and private equity funds.
We build AI-driven automations for asset managers and private equity funds, without locking you into a single product scope, so you can modernize operations across strategies, vehicles, and workflows.
Our focus is a flexible automation layer that connects to your current tools, reduces manual work, and improves control, auditability, and speed.
We help your investment teams automate knowledge- and data-heavy processes across the investment lifecycle, from onboarding and data intake to valuations, reporting, and stakeholder communications.
Instead of replacing your stack, we orchestrate it: linking documents, spreadsheets, portfolio systems, and reporting outputs into reliable, repeatable workflows.
These are illustrative examples of automations we build for asset managers and private equity teams. Modules can be mixed, matched, and tailored to your processes, data sources, and tooling.
From portfolio/company financials → standardized data
→ internal dashboards → LP reporting packs, with controlled review steps and an audit trail.
Continuously identify targets that match an investment thesis, enrich them with relevant signals, and prioritize outreach without expanding the team’s manual research load.
Automate meeting prep, draft outreach and updates, and speed up recurring investor workflows while keeping responses consistent and traceable.
Accelerate diligence by extracting key metrics and risks from data rooms and long-form documents, summarizing findings, and producing structured outputs for IC materials while keeping humans in control for judgment calls.
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Start with 1–2 high-friction workflows and deliver measurable time savings quickly.
Expand modularly into additional automations as priorities evolve.
Maintain control through validation, audit trails, and clear traceability from every reported number back to its source.
Baseline and track outcomes (time saved, error reduction, cycle time) so the value is visible and defensible.
We would love to hear from you. Whether you have questions, are considering a project, or need more information, feel free to reach out. We offer a free initial consulting session to explore how Montigo Labs can support your journey toward a data-driven future. Let’s work together to transform your organization.
Get in TouchWe would love to hear from you. Whether you have questions, are considering a project, or need more information, feel free to reach out. We offer a free initial consulting session to explore how Montigo Labs can support your journey toward a data-driven future. Let’s work together to transform your organization.
