Case Study

Mid-market PE firm

Mid-market PE firm

Investment firms thrive on speed and sharp decisions, built on years of internal data. Their edge is finding what others miss.

Common pain points:

Slow information retrieval

Tedious reporting

Incomplete diligence

Client Testimonial

Client Testimonial

"Our goal was to make our knowledge base and CRM data accessible through our own AI platform. This was not only achieved but exceeded thanks to Voila AI, and it’s live: our own “AI platform” and we see great adoption across the organization.

Voila AI took our idea, ran an exploratory phase, incorporated and translated our requirements and then - they built and delivered in time and cost and even exceeded scope, building custom agents that were spot on.

Voila AI brings a rare combination of great technical skills, a structured approach (interviews, weekly check-ins, stakeholder alignment) and business acumen. We would absolutely, without any doubts and with the best conscience recommend their services. We will seek to introduce Voila AI to our portfolio companies."

"Our goal was to make our knowledge base and CRM data accessible through our own AI platform. This was not only achieved but exceeded thanks to Voila AI, and it’s live: our own “AI platform” and we see great adoption across the organization.

Voila AI took our idea, ran an exploratory phase, incorporated and translated our requirements and then - they built and delivered in time and cost and even exceeded scope, building custom agents that were spot on.

Voila AI brings a rare combination of great technical skills, a structured approach (interviews, weekly check-ins, stakeholder alignment) and business acumen. We would absolutely, without any doubts and with the best conscience recommend their services. We will seek to introduce Voila AI to our portfolio companies."

David Kurmann

Partner

We uncovered high-ROI use cases for the firm, built knowledge assistants and custom AI agents, and trained the teams to succeed with them.

We uncovered high-ROI use cases for the firm, built knowledge assistants and custom AI agents, and trained the teams to succeed with them.

Our knowledge assistants connect the firm's data to AI models, assistants and agents, delivering both company-wide productivity boosts and department-specific benefits.

This foundation unlocks enterprise AI use cases, with tangible results across teams in time saved, decision making quality and stakeholder management

Our knowledge assistants connect the firm's data to AI models, assistants and agents, delivering both company-wide productivity boosts and department-specific benefits.

This foundation unlocks enterprise AI use cases, with tangible results across teams in time saved, decision making quality and stakeholder management

Investment firms thrive on speed and sharp decisions, built on years of internal data. Their edge is finding what others miss.

Common pain points:

Slow information retrieval

Tedious reporting

Incomplete diligence

Transformation:

Deployment of an enterprise knowledge assistant, anchored in the firm's data sources, that powers several custom AI agents:

Internal Data Retriever

pulls facts and history across your data sources (e.g., CRM, SharePoint) with citations

Market Researcher

blends internal memos + external sources; generate theses, contrarian checks, and validation plans

Due Diligence Analyst

runs a first-pass DD from data room: produces hypotheses, surfaces risks/opportunities, and lists next steps and early red flags.

Market Researcher

blends internal memos + external sources; generate theses, contrarian checks, and validation plans

Board-meeting partner

reads the pack, flag gaps/inconsistencies, pull supporting evidence, propose questions

Investment memo generator

auto-drafts investment memos/valuations using internal + external data

Board-meeting partner

reads the pack, flag gaps/inconsistencies, pull supporting evidence, propose questions

Quarterly report generator

drafts quarterly commentary in your style and template based on monthly financials extracts

and more…

With measurable impact:

> 200% ROI

In time saved
In resources spared
In alpha uncovered