Agentic AI · For a private equity sponsor
One system from CIM to exit.
One decision at the firm, rolled out to every portfolio company. The sponsor has its own instance with a private workspace per deal; at close, that workspace seeds the company’s own instance — and each one gets smarter every month it is used.
For a private equity firm
Five things TGM does for a PE sponsor.
One system from CIM to exit.
Every deal gets its own walled workspace from the first CIM read. At close, that diligence seeds the new portfolio company’s own TGM, so the 100-day plan starts from what diligence found, not from a blank page, and nothing is rebuilt.
The AI seats you already pay for start producing.
TGM works inside Claude, ChatGPT and Copilot, so partners and portfolio CEOs simply ask their question. Twenty live applications running on 32 production agents turn out diligence, 100-day plans, board packs and forecasts with no new tool, no migration and no new budget fight.
Comparable diagnostics across every holding.
Every portfolio company runs on the same framework, either 9 Vectors or your own operating playbook, so the operating team can compare holdings side by side and rank where its attention pays. One sponsor decision rolls out to every company, and each rollout gets faster than the last.
Deal governance built in, not bolted on.
Competing portfolio companies can share one deployment without sharing one fact. Dead deals get a certified purge the firm can hand back under the NDA, and the firm keeps a sealed, read-only diligence record for LPs, auditors and regulatory exams.
Value that compounds and travels at exit.
Every document, meeting and board pack adds to a living model of each company. At exit the buyer inherits a fully documented business, and a secondary sale or IPO does not reset it, which supports a cleaner process and a stronger story.
All 20 agentic applications live across the ownership lifecycle
Feeding one memory of each company, from the CIM to exit.
CIM review
9Vectors.ai · SWOTAnalysis9 · Snapshot9
Diligence
DueDiligence9 · DDQ9 · Contracts9 · Interview9
LOI
Forecast9 · BenchmarkedOutcomes
Close · move
TheGreyMatter.ai seeds the new company
First 100 days
Integration9 · OrgDesign9 · Culture9
Operate · board
Operate9 · Pipeline9 · NPS9 · SupplyChain9 · Board9 · Measurement13
Exit
ExitReady · BenchmarkedOutcomes
Before close
- A walled workspace per deal — documents, prompts, chats and graph stay inside it.
- Nothing crosses into the firm’s own corpus or SLM.
- Dead deals, the normal case, get a certified purge the firm can hand back under the NDA.
At close
- The workspace seeds the new company’s own greymatter, SLM and corpus.
- A move, not a copy — the IC memo and bid model can stay behind.
- The firm keeps a sealed, read-only record for LPs, audit and exams.
Through exit
- The 100-day plan, board packs and KPIs run off one model of the company.
- Comparable diagnostics across every holding on one framework.
- The corpus leaves with the company — a secondary or IPO does not reset it.
Why it is a no-brainerOne sponsor decision deploys a container into every portfolio company. Implementation effort falls with each rollout — and the operating team can finally rank where its attention pays.
One firm, many walled workspaces
The firm has its own greymatter and SLM; each deal or spin-out workspace is walled off from it and from each other.
| Firm container | Stage | What it holds |
|---|---|---|
| Firm workspace | Permanent | The firm’s own greymatter — its SLM, corpus, playbooks and history. It stays at the firm. |
| Project Atlas | CIM review | Own data, prompts, chats and graph |
| Project Birch | Diligence | Own data, prompts, chats and graph |
| Project Cedar | LOI issued | Own data, prompts, chats and graph |
| Project Delta | Closed → moves out | Seeds the new company’s own greymatter and SLM |
Named and walled
A workspace per deal, mandate or company, named by the firm. Its documents, prompts, chats and outputs stay inside it.
Walled from the firm’s SLM
Each workspace keeps its own graph, memory and corpus. None of it trains the firm’s SLM or corpus, so one deal never colors the firm’s model or another deal.
Firms and companies alike
A PE sponsor working a pipeline, an advisory running mandates, or a company weighing an acquisition or spin-out.
Nothing crosses between workspaces, and no workspace adds to the firm’s own corpus or SLM. Per-deal workspaces are common. What happens to one at close is not.
From the data room to the company’s own TGM
Diligence built in a deal workspace seeds the new company or spin-out at close.
In the firm’s deal workspace
Create workspace → CIM review → diligence → LOI → close and move. The firm keeps its own greymatter: its SLM, corpus and playbooks stay at the firm, along with anything it chose not to move — the IC memo, the bid model, the valuation support.
At close
The workspace seeds the new entity’s own greymatter, SLM and corpus — then runs go-to-market, execution, strategy, marketing and board decks.
Three choices at close
Seed the new company and keep a view of all or parts, transfer in full, or remove in full. The IC memo and bid strategy can stay behind.
A move, not a copy
The operating corpus moves, not copies; the firm retains a sealed, read-only diligence record for LP, audit and exam purposes.
A running start
The company’s TGM opens with its own diligence already in the graph, not an empty corpus.
The differenceData rooms and deal tools stop at close. TGM starts at the CIM and keeps going — the company inherits the work and runs on it.
Dead deals, and what the firm must keep
Most workspaces never close — and the ones that do leave obligations behind.
When a deal dies
- Most workspaces never close. Dead deals are the normal case, not the exception.
- The NDA requires it. Return or destruction of the seller’s confidential information.
- Certified purge. The deal workspace is destroyed, with a certificate the firm can hand back.
- The walls make it provable. Nothing to hunt for elsewhere — it was never anywhere else.
What has to stay with the firm
- A read-only record stays. IC memos, the diligence record and valuation support remain firm-side.
- For LP reporting and audits. And for a regulatory exam years after the deal.
- Third-party reports. QoE and legal work carry reliance terms addressed to the buyer entity.
- Counsel decides per document. They are not moved into the portfolio company by default.
Why it mattersA sponsor cannot adopt a system that cannot purge a dead deal, or cannot produce the diligence record four years later. Both are governance requirements before they are features.
Example · illustrative
A PE firm looks at three deals and closes one.
Three deals
Each target gets its own sealed workspace. Nothing mixes between deals or with the firm’s own files.
Two die
Their data is destroyed with a certificate the firm hands back — exactly what the seller’s NDA requires.
One closes
The diligence becomes the new company’s starting memory. The 100-day plan begins from what diligence found, not a blank page.
Every quarter
Board packs and KPIs come off the same picture, and partners compare holdings side by side.
At exit
The buyer inherits a fully documented company. The firm keeps its sealed record for LPs and auditors.
For a private equity sponsor
The same system in every company — no data, playbook or model crosses between them.
One container each
Its own container, graph, memory, corpus and SLM, in its own cloud — and it leaves with the company at exit.
What the firm gets
Comparable diagnostics across every holding, on one shared framework.
Reachable where they work
Works inside Claude and ChatGPT — live, and no new tool for CEOs to learn.
The harness, not a bespoke effort inside each company, is what makes this repeatable. Implementation effort falls with every rollout, and a competitor can copy an architecture but not twelve months of one company’s causal history.
The economics close the deal
We do not sell a new category. We finish a purchase the buyer has already made.
01 · The budget exists
Sponsors and corporates already bought assistant seats. Appetite is high, implementation is low, most pilots never reach production. TGM makes the seats produce.
02 · No cut-over
Runs alongside what is there. Start with one shared drive or one portfolio company; first structured read in weeks, not quarters.
03 · Value per company, not per seat
Own inference and own models. Each deployment adds a business model, not another license line that grows with headcount.
04 · Bought on committed spend
Partnership scope: a cloud Marketplace private offer lets a sponsor draw down an existing commitment across every holding.
| One decision | Three sides better |
|---|---|
| The sponsor | The AI line item becomes portfolio value: diligence, plans, board packs and the exit read from one model of each company. |
| Each portfolio company | Its own container and greymatter; the CEO keeps the assistant their people already use. |
| The model provider | One sponsor relationship becomes many deployments — context-rich usage, not more chat. |
The multiplierNobody buys a new category. The seats and the budget already exist — TGM is what makes them compound.
In one line