60-65%
Reduction in execution time per CIM review
4 hrs → 1.5 hrs
Per CIM, from manual review to AI-assisted summary
$
0
b+
AUM of the global PE firm served
From 4 Hours to 90 Minutes: AI-Accelerated CIM Screening for a Global PE Firm
About the Client
A global private equity firm seeking faster deal conviction
A global PE firm with $750B+ in assets under management engaged TresVista to support rapid screening of inbound Confidential Information Memorandums (CIMs) and prepare concise, decision-ready investment summaries, enabling faster go/no-go evaluation across a high volume of potential opportunities.
Business Challenge
Three forces slowing deal evaluation
• Volume & depth of CIMs
Extracting actionable insights from 70-100+ page documents under tight timelines was consistently time-intensive and resource-heavy
• Cross-sector coverage gaps
Generalist teams faced a steep ramp-up time when evaluating opportunities across unfamiliar industries and sectors
• Inconsistent output quality
Ensuring consistent structure, risk assessment depth, and recommendation quality across analyst outputs, regardless of analyst experience or sector familiarity, remained a persistent challenge
Strategic Approach
TresVista's approach: AI as the first analyst, humans as the final judge
TresVista designed and implemented a structured LLM-assisted workflow, embedding Claude into the CIM review process to eliminate low-value extraction work without displacing analyst judgment.
01
Structured AI parsing
TresVista deployed Claude to parse CIMs and generate structured first-draft investment summaries, covering company overview, financials, and business model dynamics
02
Key detail extraction
Systematic extraction of company specifics, financial performance indicators, competitive strengths, and preliminary risk flags
03
Iterative prompt refinement
TresVista refined prompts iteratively to improve output specificity, surface nuanced risk factors, and align with the firm's internal investment criteria
04
Analyst-led review layer
TresVista analysts retained full ownership of investment judgment, reviewing, challenging, and contextualising AI outputs before any recommendation was finalised
TresVista Impact
Faster decisions. More consistent outputs. Sharper focus.
Before
~4
hours
After
~1.5
hours
Time per CIM review
~2.5 hrs Saved per CIM
Analyst capacity reinvested in higher-value work.
c. Outcome
- 60 to 65% reduction in execution time, from approximately 4 hours to 1.5 hours per CIM, while improving consistency in key theme extraction and risk identification across outputs
- Faster sector onboarding enabled teams to quickly understand new verticals, shifting effort from information extraction toward investment rationale and market context development
- Accelerated go/no-go decisions as deal teams received structured, decision-ready summaries earlier in the process, compressing the initial evaluation cycle
Tools & Technologies
Ready to Solve Your Next Business Challenge?
Explore how TresVista can help you achieve meaningful business outcomes through domain expertise, Human-led AI workflows, and scalable operating support