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

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.

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.

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.