AI Data Room Assistant for LP Due Diligence
~75%
2–4 months
Not disclosed
LPs were overwhelmed by extensive data-room documents across multiple formats during due diligence, and the fund team spent significant time fielding repetitive questions with no efficient way for LPs to locate specific information.
PressW built a custom AI chatbot, fine-tuned on financial language, integrated directly into the firm's FIS DX data room. It answers LP questions with links back to the source documents and automatically suggests relevant follow-up questions.
PressW collaborated with the client and FIS DX to develop financial-language models, pre-process documents for indexed retrieval, build source-linking, and stand up a testing infrastructure to verify answer accuracy before rollout.
Venture capital and private equity firms running fundraises with large, multi-format data rooms who want to give LPs self-serve answers without adding load to the deal team.
- FIS DX data room (existing LP-facing document environment)
- Fund documents across multiple formats (source corpus)
- Document pre-processing pipeline feeding an indexed retrieval store
- Answer-accuracy testing infrastructure built before rollout
- Chatbot embedded inside the FIS DX data room interface
- Document ingestion to pre-processing to indexed retrieval store
- Retrieved passages returned with source-document links on every answer
- Answer output feeding automatic follow-up question suggestions
60+ Hours Saved Per Month
Seamless Data Room Integration
A New LP Engagement Channel
Bryson Greenwood
The firm embedded an AI assistant directly inside its existing FIS DX data room. The experts fine-tuned it on financial language and pre-processed the fund documents for indexed retrieval, so LPs could ask questions and get answers linked back to the source document. That removed the repetitive question load from the deal team, saving 60+ hours a month.
The assistant is built on Claude, with fund documents pre-processed into an indexed retrieval store. It runs inside the firm's existing FIS DX data room rather than as a separate application.
The fundraising team reclaimed 60+ hours a month previously spent answering repetitive LP questions. LPs also gained on-demand answers with links to source documents and automatic follow-up suggestions, giving the firm a new trackable engagement channel during diligence.
PressW reports meaningful results within weeks. The work covered financial-language model tuning, document pre-processing for indexed retrieval, source-linking, and a testing infrastructure to verify answer accuracy before rollout.
Venture capital and private equity firms running fundraises with large, multi-format data rooms who want to give LPs self-serve answers without adding load to the deal team.
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