Industry
Automate the investment lifecycle, from sourcing to LP reporting.
PE firms run on small teams and a lot of documents. Lunnoa deploys inside your own infrastructure and turns your data room, CRM, and portfolio company systems into governed AI workflows. Business users build agents that screen deals, run portfolio KYC, and generate LP packs, without exposing fund or LP data to external SaaS vendors.
Built for how PE teams actually work
Most PE firms are understaffed relative to the volume of diligence, monitoring, and reporting they are expected to run. Lunnoa sits between your deal room, CRM (DealCloud, Affinity), and portfolio company ERPs. It orchestrates agents that do the repetitive work associates hate, while keeping sensitive deal and LP data inside your environment. Deployed in days, not months.
- Self-hosted inside your fund infrastructure: zero data leaves your perimeter
- Integrates with DealCloud, Affinity, SharePoint, and portco ERPs
- Full audit trail for every agent decision; LPA and regulator ready
- Business users build; no engineering team required
Job library
Where Private Equity teams start
Each card opens a full template: owner, systems, agent steps, compliance annotation, and time to production.
Private Equity
Automated deal flow screening and scoring
Ingest deal memos, score against your fund thesis, and route qualified opportunities to the right partner, without the associate bottleneck.
Owned by Deal Operations
Private Equity
Portfolio company KYC and compliance monitoring
Continuous KYC, UBO verification, and sanctions screening across the entire portfolio, with audit-ready evidence packs.
Owned by Compliance
Private Equity
Quarterly portfolio reporting automation
Pull data from portco ERPs, reconcile KPIs, and generate LP report packs without analyst intervention.
Owned by Investor Relations
Private Equity
Trade pre-check agent for funds
Validate every order against fund mandate, restrictions, and portfolio limits before execution, with structured pass or exception packs for compliance sign-off.
Owned by Trading / Compliance
Private Equity
Expert call MNPI screening
Review expert-call transcripts for MNPI and regulatory flags, then produce a report for each call.
Owned by Compliance
Built for teams that already take infrastructure seriously.
- CTOs and platform teams evaluating fit with your reference architecture
- Security and compliance reviewing data residency and access control
- Operations teams that need attributable runs, not black-box automation
- Builders who want unlimited usage under a flat licence