Diligence and screening
Every deal team reinvents the same research and diligence approaches. The best ones never make it past the deal they were built for.
CURN for investment firms
Make AI part of how your investment team works.
Start with one workflow. Prove it in practice. Embed what works.
CURN's strategists and product engineers work alongside your deal team to choose one important workflow, redesign it around AI and test it on real work. The platform preserves the method that succeeds as a governed playbook the team can adopt, improve and reuse across deals.
The problem
Where deal know-how leaks.
Investment work runs on judgement built over years. Most of it now touches AI somewhere, and almost none of that work is captured where the next person can use it. Closing that gap is how AI adoption becomes a team capability.
Memos and analysis
Memo drafting and analysis workflows live in personal chats and one-off sessions. When the analyst moves on, the method goes too.
Portfolio and monitoring
Recurring market monitoring and portfolio reporting gets rebuilt every quarter instead of compounding across the team.
How it works
A first engagement built around one investment workflow.
Agree the outcome before changing the work. Expand only when the result justifies it.
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01 /
Choose the workflow
We select one important investment workflow and agree the operational outcome that would make it worth changing.
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02 /
Redesign with the team
Our AI strategists and product engineers work with the people doing the job to redesign the sequence, tools and review points.
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03 /
Test it on real work
The team tries the new method on live or recent work, checks it against the agreed measure and improves what falls short.
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04 /
Embed what works
We capture the proven method as a governed playbook, assign an owner and agree how the team will adopt and improve it.
Worked example
How a diligence workflow could change.
This is an illustrative example, not a customer case study. The workflow and success measure would be agreed with your team before any work begins, such as more consistent source coverage or a cleaner handoff into the investment memo.
Starting point
Analysts use different research sequences, prompts and source checks for each deal. The final memo survives, but the method and judgement behind it do not.
Redesigned workflow
The deal team agrees a research sequence, source standards, review points and memo structure, then tests the method on live or recent work using its AI tools of choice.
What the firm retains
A workflow opportunity map, a proven diligence method captured as a governed playbook and an adoption operating model with a named owner and measures.
FAQ
Common questions
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Which investment workflows can CURN help improve?
We focus on repeated, judgement-heavy work such as diligence, sourcing, screening, memo drafting, market monitoring and portfolio reporting. We start where improvement would matter most, redesign the workflow with your team and preserve the proven method as a governed playbook.
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Do you work with private equity, venture and public-markets teams?
We work with knowledge-heavy investment teams across private and public markets and with portfolio operators. The common thread is repeated, judgement-heavy work that currently lives in individual chats and sessions.
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How does an engagement start?
We choose one important workflow, agree what better would mean and test the redesigned method with the people who do the work. We expand only when the evidence supports it.
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Is CURN advisory or software?
It is AI adoption advisory supported by a platform. Our team helps you choose, redesign and prove the workflow. The platform preserves the successful method as a governed playbook your investment team can adopt, improve and reuse.
CURN also works with advisory and professional services firms.
Start with one workflow
Ready to stop losing what works?
See how CURN captures the work your team already does, turns it into reusable playbooks, and helps AI adoption stick.
Any questions? Email partners@curn.io to find out more.