AI for Private Equity

Automate Due Diligence, Close Deals Faster

End manual due diligence prep — get deal-ready models in hours, not days

TacItOn automates PDF → Excel extraction, time series workflows, and eliminates copy-paste errors so your deal team closes faster with confidence.

Book a PE-Focused DemoSee the 82% time savings

Taciton eliminates manual data wrangling from your due diligence process, so your deal team can focus on strategy, not spreadsheets.

In private equity, the difference between a good deal and a great one is speed and conviction. Yet, the foundation of your investment thesis, the foundation of your investment thesis, the financial due diligence process, is built on an archaic system of manual data entry that is slow, risky, and expensive.

Your Due Diligence Process is a Bottleneck.
Here's Who It Hurts:
Associate icon

The Associate

Pain: 2 AM copy-paste marathons from PDFs into Excel.

Goal: No more soul-crushing data entry. More time for modeling.
TacItOn helps you
  • Automated PDF → Excel extraction
  • Pre-built financial data workflows
VP icon

The VP

Pain: Manual touchpoints create audit risk and slow timelines.

Goal: Deliver due diligence faster with fewer errors and a motivated team.
TacItOn helps you
  • Excel-native integrations
  • Standardized, auditable data workflows
Partner icon

The Partner

Pain: Slow due diligence costs deals and reduces IRR.

Goal: Close deals faster, reduce underwriting risk, and deploy capital efficiently.
TacItOn helps you
  • 90% time reduction on manual due diligence prep
  • Confidence from error-free extraction
Book a 15‑min DemoSee the case study

Proof, Not Promises: The Quantifiable Impact on a Deal

The Old Way
40+ hours

Manual data extraction, copy-paste into Excel, high risk of errors, slow turnaround.

  • Manual table extraction from PDFs
  • High error surface from copy-paste
With TacItOn
~7 hours

Automated PDF → Excel extraction, standardized financial workflows, auditable outputs.

Time reduction
82% faster
“We completed due diligence a week ahead of schedule thanks to TacItOn — the time savings changed the negotiation dynamics.” — Anonymous Partner, Mid-Market PE Fund

The Difference is Finance-Native AI (Not Generic LLMs)

Competitors claim "AI for diligence," but most are generic tools ill-suited for the complexities of PE transactions. Taciton was built specifically for this workflow.

FeatureTaciton (Finance-Native AI)Generic AI Tools
Financial Accuracy✅ Safe LLM use — deterministic, auditable outputs❌ Prone to "hallucinations" and basic accounting errors
Workflow Enhancements
Excel Integration✅ Excel-native (open XLSX, preserve formulas & structure)❌ Requires new workflows and cumbersome copy-pasting
PDF Extraction✅ Extracts complex tables (including scanned image PDFs) into Excel❌ Limited or requires third-party tools
Predefined AI Workflows✅ Standardized, repeatable workflows with audit trails❌ Generic prompts, no workflow standardization
AI Engine Flexibility✅ Pluggable engine support (choose compliant providers)❌ Locked to a single model, no flexibility

3. Drive Post-Acquisition Value

Continuously monitor portfolio company performance by automating the ingestion of monthly financials, enabling faster, data-driven decisions for your operating partners.

Built for the Demands of Private Equity

Security & Compliance You Can Trust

We understand that your data is your most valuable asset. The TacItOn platform is built with enterprise-grade security, confidentiality, and compliance at its core, so you can focus on the deal.

ISO 27001 Certified

Take Control of Your Deal Flow

Stop letting manual work dictate your timeline. Empower your team to move faster and focus on what they do best: creating value.

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