Co-Analyst runs investment memo generation, due diligence, covenant monitoring, IC and LP reporting packs, and regulatory gap analysis. Your analysts decide. They don't assemble.
audit-ready · no fund or portfolio data leaves your environment
The FCA reviewed valuation practices at 36 private market firms and found many lacked documented rationale for their valuation decisions..
FCA, "Private market valuation practices," 5 March 2025
The Financial Stability Board names limited fund- and loan-level information as a factor that can amplify strains in stress..
Financial Stability Board, "report on private credit vulnerabilities," 6 May 2026
Estimates of bank exposure to private credit range from around $220bn to $500bn, depending on whose counting rules you use..
Financial Stability Board / Office of Financial Research, 2026
SOURCE / EVALUATE
Your deal capacity is capped by assembly time, not by analytical judgement.
The problem
Every opportunity needs a memo that synthesises market data, teasers, data room documents, and internal notes. Across mandates this runs in parallel, consumes disproportionate analyst time, and produces output whose depth and consistency depend on who drafted it. Red flags surface late, if at all, before the memo reaches IC.
What ProSyft does
Co-Analyst reads teasers, CIMs, data rooms, and financials to generate risk analyses, investment theses, and valuation snapshots, checking thesis alignment against the deal-specific hypothesis and flagging red flags automatically before IC review.
Outcome
Memos are drafted in hours rather than days, and analyst time goes to the judgement rather than the assembly.
When the FCA examined valuation practices at 36 private market firms, the recurring finding was not that valuations were wrong. It was that the rationale behind them often wasn't documented. (FCA, "Private market valuation practices," 5 March 2025) The FSB names the same problem from the credit side: limited fund- and loan-level information. (Financial Stability Board, "report on private credit vulnerabilities," 6 May 2026) Judgement can be sound and still be unevidenced.
And the automation going in is pointed at origination, not the years that follow. In PwC's survey of 120+ credit portfolio managers, 54% were most likely to apply AI in underwriting; just 16% treated portfolio management as a priority. (PwC Global Private Credit Survey 2026, 26 May 2026) The capability is proven. It just isn't pointed where positions deteriorate quietly between reporting dates.
Want memos in hours?
Accepted wisdom says automated drafting means generic analysis.
Not with ProSyft. Co-Analyst drafts from the data room, financials, and teasers in front of it, checking thesis alignment against your deal-specific hypothesis and citing every input to source.
Want a consolidated position?
Accepted wisdom says that means pushing loan data to a vendor.
Not with ProSyft. Co-Analyst orchestrates across your existing loan systems, data rooms, market feeds, and portfolio tools from inside your own tenant. Consolidation without custody transfer.
Want it defensible?
Accepted wisdom says AI decisions can't be documented.
Not with ProSyft. Every output carries lineage back to source, so the documented rationale is produced alongside the decision rather than reconstructed for a review.
EVIE™, your private orchestration engine, deploys inside your environment and runs fund workflows autonomously. Your team checks rather than drives.
Native connection to Bloomberg, data rooms, Databricks, portfolio and loan systems, and internal document stores. No export, no upload.
Memos, diligence records, IC decks, and LP packs into your existing templates, every output cited to source. No rework, no format translation.
EVIE™ reads teasers, CIMs, data rooms, and financials, surfaces anomalies and integrity risks, and reconciles positions across systems.
Your Azure or AWS tenant, single-tenant by design, human-in-the-loop approval at every stage, audit logs retained locally.
Memo and pack assembly that took analyst days runs in hours.
Structured outputs are deterministic and generated outputs carry full lineage. No black boxes.
Documented rationale and an audit trail produced alongside every output.
Deal volume and portfolio complexity stop driving headcount.
Fund, portfolio, and borrower data never leaves your environment.
Live in weeks on OPEX not CAPEX, native to your existing IC and LP templates.
Days to deploy, low cost, minimal governance, vendor-side data custody. Summarising documents faster does not reconcile a position across systems, and unmanaged hallucination risk is why compliance stops these at the pilot.
Eight to sixteen weeks, high twelve-month cost, variable governance, shared data custody during the build. Typically shelf-ware within six months.
Six to twelve months to the first workflow, highest total cost of the four, permanent maintenance obligation.
Two to four weeks pilot to production, then minutes per workflow. Full audit trail, hallucination contained, single-tenant, and data custody stays with you.
The control of a self-build, the speed of off-the-shelf, behind your firewall.
Deploy only the workflows you need today and scale on the same platform. You pay for outcomes, not licences or headcount.
Start with the one or two that matter most, then add more with no replatforming. Low commitment to begin, full room to grow.
A library of proven workflows across the regulated risk lifecycle, live from day one.
Where requirements are specific to your fund, our architects design and build with you. A partnership rather than off-the-shelf software.
Financial Conduct Authority, "Private market valuation practices" multi-firm review, 5 March 2025, covering 36 firms. Tier 1, primary UK regulator.View source
Financial Stability Board, report on private credit vulnerabilities, 6 May 2026. Tier 1, international standard-setting body.
Office of Financial Research, March 2026, bank exposure estimates. Tier 1, primary US research office. Corroborates the FSB figure.
Investment Company Institute, valuation governance paper, April 2026. Tier 1, industry body. A best-practices resource, cited here only as the expected standard.
PwC Global Private Credit Survey 2026, published 26 May 2026. More than 120 credit portfolio managers across the US, UK, Europe, Middle East, Asia, and Australia, surveyed January to March 2026. Tier 1, Big Four primary research.View source
Let's map your highest-cost fund workflow and quantify the recoverable hours, in your environment.