Phantom AI
Private Equity Intelligence Platform
A mid-market private equity firm managing $3.2B in AUM across growth equity and buyout strategies. The firm evaluates 500+ potential deals annually but converts fewer than 2%, with analysts spending over 60% of time on manual deal screening rather than strategic analysis.
The firm partnered with Cylix to build PHANTOM AI — automating deal sourcing, standardizing due diligence, and providing real-time portfolio analytics to accelerate investment decisions and improve pipeline quality.
Solution Implemented
Problem Statement
Manual deal sourcing consumes over 60% of analyst time, with more than 500 opportunities reviewed annually but only a 2% conversion rate. Due diligence processes are inconsistent across deal teams, resulting in missed risk factors and prolonged timelines averaging 14 weeks. Portfolio visibility remains limited, with reliance on quarterly reporting creating significant blind spots for value creation. Financial modeling is heavily spreadsheet-based, leading to version control issues and formula inconsistencies across teams. Additionally, there is no structured system to capture and retain institutional knowledge from past deals, causing valuable insights to be lost during team transitions.
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