A&M DiligenceGPT leverages the firm’s collective knowledge and mimics PE thought processes to provide rapid insights and accelerate overall diligence.

NEW YORK, January 9, 2024 – Leading global professional services firm Alvarez & Marsal (A&M) has launched A&M DiligenceGPT,  a generative artificial intelligence (GenAI) platform, to provide private equity (PE) practitioners with timely, efficient insights. Developed by A&M’s Private Equity Performance Improvement (PEPI) group, DiligenceGPT reinforces the firm’s commitment to create new levels of insights across the PE ecosystem amidst a turbulent economy and competitive deal environment. 

A&M DiligenceGPT accelerates diligence processes by analyzing large amounts of documents to help PE practitioners quickly evaluate the target, build diligence material, and develop an initial thesis. A&M DiligenceGPT is powered by the firm’s proprietary Private Equity Chain of Thought framework. 

This framework mirrors the question sets PE professionals typically ask/research to clarify investment decisions and determine an investment’s impact on the portfolio. The Private Equity Chain of Thought framework’s ability to pass additional information from A&M’s industry specific knowledge base to the generative AI engines drives better initial responses. 

Jeffrey Klein, a PEPI Managing Director who leads the M&A Services practice and is responsible for the Software, Technology & Services industry group, said, “Our platform represents a paradigm shift in PE diligence services. By aggregating knowledge of multiple teams, data sources and prior diligences results, A&M DiligenceGPT is a force multiplier for our teams and clients. Moving forward, other private equity processes, including deal analysis, portfolio problem identification, and function-specific analysis, can be supported by A&M’s Private Equity Chain of Thought framework as well.”

"A&M DiligenceGPT’s, multi-model engine facilitates data ingestion, organizes diligence workflows, enables exploratory analysis to help us rapidly identify strategic recommendations,” said Anil Kumar, Managing Director and Leader of the Private Equity Generative AI Practice. "A&M DiligenceGPT provides clients with the firm’s collective global diligence knowledge. It marks the first phase of leveraging AI enhanced workflows and enriched analysis to drive efficiency across the private equity lifecycle. By utilizing the tool in real time our teams can help clients pose better questions, fact check responses and evaluate next steps.”

A&M DiligenceGPT compresses the first several days of the diligence process. It provides deal teams and portfolio companies with optimized analysis and actionable intelligence to identify opportunities across key dimensions, including efficiency, capacity, and scalability. 

Additionally, A&M DiligenceGPT:

• Integrates with A&M’s "So/ -What/Now " methodology, which utilizes analysis trees to drive structured, comprehensive and actionable problem-solving.
• Provides continuous learnings, by constantly assimilating new insights from A&M's diligence database for improving knowledge and output over time.
• Merges A&M's repository of institutional knowledge and benchmarks with its innovative data science techniques.

About Alvarez & Marsal

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.

With over 8,500 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M’s restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what is really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

To learn more, visit: AlvarezandMarsal.com. 

Contact:

Sandra Sokoloff, Senior Director of Global Public Relations, Alvarez & Marsal, +1 212-763-9853