Invictus

Some of the busiest people alive are Private Equity Partners and Investment Banking Managing Directors. A quote I hear quite often from these folks is “I want to use AI but I have no idea how to leverage AI at my firm.” Here’s my advice on how to build an effective AI task force to assess vendors and use cases:?? ?? Define the Mandate: Start by clarifying the task force’s purpose. Define specific use cases to evaluate potential tools. Is it to identify AI tools to make deal execution / due diligence more efficient? Get better market research? Source better deals? Enhance reporting? Leverage institutional relationship intelligence? Or unlock tribal knowledge in your data? A clear mission ensures focus and alignment with the firm’s priorities. Additionally, outline the budget available for AI initiatives which ensure the team prioritizes high-impact areas while staying within financial constraints. ?? Build the Team: Your task force should blend perspectives from 1.) the users of the AI tools themselves 2.) IT and data specialists to vet technical feasibility and 3.) Operational leaders / partners who focus on firm-wide scalability. After identifying the workflows, make sure to gather a small beta testing group of 2-3 people for a potential use case of team members who are ready to participate in a beta and are able to give their time, thoughts, and feedback. ?? Explore the AI Landscape: Task the group with researching and evaluating AI tools with a clear timeline for the research phase, ensuring the team narrows down options without getting stuck in endless exploration. Prioritize tools that demonstrate measurable ROI and can be piloted quickly to assess their real-world impact. ? Schedule a call with the Invictus team to chat more (link to my calendar scheduler is in the comments ??) ?? Pilot Before You Scale: Start small. Choose one tool and one beta testing group to begin with, integrate it into a specific workflow, and measure the ROI. Use this pilot phase to refine implementation strategies before rolling out firm-wide. Once you have proven ROI for one use case / workflow move onto the next. PE / IB Firms that embrace AI today are positioning themselves for long-term success in an increasingly competitive market. By integrating AI into their workflows, these firms can operate more efficiently, uncover opportunities faster, and make smarter, data-driven decisions. As the industry evolves, firms leveraging AI will not only reduce costs and improve accuracy but also gain a significant edge over competitors still relying on manual processes. #privateequity #investmentbanking #workflowautomations #wallstreet #artificialintelligence

What an event! Huge thanks to the Generative NYC Lightspeed team for having us at their summer event in Bridgehampton last night. The room was full of founders and operators building all across the #generativeai stack. From building foundational models (like Mati Staniszewski at Elevenlabs and Demi G. from Pika) to vertical use cases (like David Lobo building AI teammates at Workmate Labs) it was fantastic to see all the latest trends in leveraging AI across many industries and use cases. I especially loved speaking with the Lightspeed investment team and #finance professionals in the room and hearing their thoughts on how AI can be leveraged in their day to day workflows. Lots of exciting ideas, and it makes me very excited for what comes next for Invictus. Stay tuned! ??? #verticalsaas #startups

?? I’ve been talking with a lot of early stage VC’s lately and it’s become really clear to me that a lot of investors (unless they were investment bankers before) are not familiar at all with what a formal due diligence process looks like for mergers and acquisitions or later stage investments. To be fair, I don’t blame them for not knowing, at the early stage of investing there’s simply not enough data or information to diligence. However, this pales in comparison to the arduous late stage diligence process, and the problem we are solving for private equity and growth equity firms with Invictus. ?? For example, during M&A diligence the buyer is organizing a massive effort of looking into every single detail about the target company. All inquiries the buyer has about the target company are added to an excel spreadsheet; organized into categories that gets manually fulfilled by the sell side and tracked by the buy-side. Example categories include: every single legal agreement the company has ever made, all vendor contracts, every tax return, every audited financial statement, all sales contracts, all incorporation / subsidiary documents…the list goes on and on. ?? Keep in mind, most of the time there are years worth of data / information that the buyer has to sift through, so these excel sheet trackers are often hundreds if not thousands of questions long. Oftentimes, there are long threads of manual follow ups that get increasingly hard to track over the deal execution period. Staying organized is key to getting deals done, and this archaic process of using manual human labor, excel spreadsheet trackers, and data rooms needs to be updated. ?? That is why at Invictus, we are building the go to process management platform for due diligence workstreams. If you are tired of manually tracking and fulfilling your confirmatory due diligence workstreams, find time on my calendar to get a demo: https://lnkd.in/eaz6_Gy6 #PrivateEquity #GrowthEquity #VentureCapital #Consulting #BigLaw #Investments #LBO #Buyout #DealExecution #DueDiligence #WallStreet #AIforFinance #InvestmentBanking? #FutureOfWork #AI #B2BSaaS #verticalsaas #Fintech #Invictus #startups #NewYork

?? One of the worst workflows I had to handle while working on buy-side M&A deals was the Due Diligence Request List process. My task was to bring organization to all the chaos of all of our in-house counsel, external counsel, consultants, advisors, cross-functional partners and the investment team. The hours I spent coordinating due diligence request list communications and follow-ups were all completely manual. ?? Now with Invictus - we are simplifying the confirmatory due diligence process for private equity and growth equity firms. If you’re curious to learn more about what we are working on and how we can help your investment teams close deals faster, slide into my DM’s or shoot me a note at [email protected] OR find time directly on our calendar here: https://lnkd.in/eHBat9G9 #PrivateEquity #GrowthEquity #VentureCapital #Consulting #BigLaw #Investments #LBO #Buyout #DealExecution #DueDiligence #WallStreet #AIforFinance #InvestmentBanking #FutureOfWork #AI #B2BSaaS #verticalsaas #Fintech #Invictus #startups #foundermarketfit #earlystagetech #NewYork

?? Exciting News! I am thrilled to announce that my new startup Invictus Software is coming out of stealth mode! We are building game-changing software to simplify deal execution for private equity firms with AI. ? The biggest thing that kills deals is time. At Coinbase while working on buy-side M&A deals and at my time as an investment banker, I’ve seen first hand the challenges firms face when it comes to confirmatory due diligence processes and the massive effort it takes to keep all parties aligned. At Invictus, we fundamentally understand the complexity that comes with managing deal workflows, and we are here to streamline the process. ?? We are building the end-to-end operational infrastructure to automate deal execution workflows to change the future of work for finance professionals. With our innovative solutions, we aim to streamline confirmatory due diligence workflows which will enhance efficiency, and ultimately, empower private equity firms to close deals faster with greater ease. ?? If you are a tech-forward private equity fund who embraces the future for the industry, please send me a note! We would love to help your firm save millions of dollars a year on deal execution costs. ? To all our supporters, partners, current and future clients, thank you for believing in us. Stay tuned for more updates as we continue to build the future of work for finance professionals. There are very exciting things to come! Follow us on Twitter as well (@try_invictus_co) #PrivateEquity #DealExecution #DueDiligence #WallStreet #InvestmentBanking #FutureOfWork #AI #B2BSaaS #Fintech #Invictus