$10B PE Firm Moves ChatGPT From Assessment to Scaled Activation

A $10B PE firm moved ChatGPT from scattered use to a core workflow, with a CIM write up GPT drafting investment committee ready summaries in under two minutes and saving more than 3,000 analyst hours a year.

3,000+ hrs/yr

4–8 weeks

Implementation Time

Brian Benedict

Co-Founder & CCO

Eliza

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The Challenge

Leadership, including the COO, head of AI, head of due diligence, CFO, and deal partners, was not aligned on AI priorities and was weighing competing vertical tools without a shared decision framework. An earlier failed CIM analysis project had damaged trust. Usage stayed shallow, mostly basic email rewrites rather than real workflow change.

What They Built

Eliza delivered a flagship CIM Write Up GPT that turns 100+ page confidential information memoranda into investment committee ready drafts in under two minutes, replacing a manual process of four hours or more. It shipped alongside a Board Deck Summary GPT, NDA Review GPT, Financial Summary GPT, and a DISC Profile GPT as an early proof point, with a DealCloud connector and compliance workflows through the API. Development ran on ChatGPT Enterprise with Outlook and SharePoint connectors.

A three phase framework: assess (weeks 1 to 3) with structured leadership discovery and ROI based use case prioritization; build and activate (weeks 3 to 8) with GPT development and rigorous evaluation, including human evals on real CIMs and LLM based regression testing; and scale, expanding usage and consolidating the platform. First value came in six weeks.

AI Role

Custom GPTs draft investment-committee-ready CIM write-ups, board-deck and financial summaries, and NDA reviews from firm documents, while analysts review and finalize.

Infrastructure

ChatGPT Enterprise; Outlook, SharePoint, and DealCloud connectors

Integration Points

ChatGPT Enterprise with Outlook, SharePoint, and DealCloud connectors and compliance workflows through the API; custom GPTs sit inside existing deal workflows

Impact

3,000+ hrs/yr

More than 3,000 analyst hours saved a year, about 1,000 CIMs at roughly three hours each

<2 minutes

CIM write ups drafted in under two minutes versus four hours or more, at about 95 percent factual accuracy

92% weekly active

92 percent weekly active usage across the 150 person firm, with connector usage up 2,156 percent

Technology Utilized

Implementation Complexity

Time Savings

Best Fit For

Private equity and investment firms that have ChatGPT Enterprise but want to turn it into core deal workflows, starting with CIM analysis and diligence, backed by real evaluation and change management.

Brian Benedict

Co-Founder & CCO

Eliza

Co-founder of Eliza, a boutique AI transformation firm and OpenAI Advanced Tier Partner. A two-time founder and former Hugging Face, he helps enterprises put AI to work through agentic engineering.

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Industry:

Financial Services

Business Function:

Executive & Strategy

Finance & Accounting

Legal & Compliance

Company Size:

51-250

Project Cost:

Cost not disclosed

Organization Type:

Private Equity Firm

AI Pattern:

AI Workforce Enablement

Document Processing & Extraction

Knowledge Management & Search (RAG)

Conversational AI (Chatbot / Agent)

Value Type:

Time Savings

AI Model:

ChatGPT

Frequently Asked Questions

How did a private equity firm scale ChatGPT from assessment to firm wide use?

The experts ran an assess, build, and scale program and delivered a suite of custom GPTs led by a CIM Write Up GPT that drafts investment committee ready summaries in under two minutes. It saves more than 3,000 analyst hours a year.

What AI tools and approach were used?

The work built custom GPTs on ChatGPT Enterprise in an AI workforce enablement approach, with Outlook, SharePoint, and DealCloud connectors and a rigorous evaluation framework including human evals on real CIMs and regression testing.

What results did the private equity firm achieve?

More than 3,000 analyst hours saved a year, CIM write ups in under two minutes versus four hours or more at about 95 percent factual accuracy, and 92 percent weekly active usage across the 150 person firm with connector usage up 2,156 percent.

How long did it take to see results?

First value came in six weeks, across a three phase assess, build, and scale program.

Who is this AI enablement approach best for?

Private equity and investment firms that have ChatGPT Enterprise but want to turn it into core deal workflows such as CIM analysis and diligence.

Originally published by

Eliza