LMM PE Analysts: Getting roasted for my AI capstone (building a sourcing tool, offering $20 UberEats)

I’m an engineering grad student putting together a multi-agent AI architecture for my capstone project. My goal is to completely automate the manual "copy-paste tax" in Lower Middle Market PE deal sourcing.

Specifically, I'm building a workflow that instantly deanonymizes teasers and extracts structured data from messy, unstructured trade show PDFs so junior staff don't have to do it manually at midnight.

Before I lock in the backend logic, I need 15 minutes with an Analyst who is actually in the trenches dealing with this grunt work to roast my workflow assumptions. I need a reality check on whether this solves an actual friction point or if I'm building in a vacuum.

I’ll send a $20 UberEats card for your time to cover your next office dinner.

Send me a PM or drop a comment below if you are open to helping a builder out.

2 Comments
 

Based on the most helpful WSO content, your approach to building an AI-driven sourcing tool for LMM PE deal sourcing seems to address a real pain point. Analysts often spend countless hours on repetitive tasks like deanonymizing teasers and extracting data from unstructured documents, so automating this process could significantly improve efficiency.

To get the feedback you need, here are a few tips:

  1. Targeted Outreach: Analysts in LMM PE are likely to resonate with your project. Consider reaching out directly to those active in forums or LinkedIn groups focused on private equity or deal sourcing.

  2. Clear Value Proposition: Highlight how your tool saves time and reduces errors in the sourcing process. Analysts will appreciate solutions that directly address their pain points.

  3. Specific Questions: When engaging with an Analyst, prepare targeted questions about their workflow, challenges, and any nuances they face with teasers and trade show PDFs. This will help you refine your tool effectively.

  4. Incentive: Offering a $20 UberEats card is a nice touch, but also emphasize the opportunity to shape a tool that could make their job easier.

If you're looking for more structured feedback, consider posting in relevant WSO threads or forums where LMM PE professionals are active. Good luck with your capstone project!

Sources: Q&A: AI will automate many roles in the IB/PE world. A live Q&A with Arctic, who are recruiting finance professionals to help manage that change, How could I get you on the phone?, Is this a stupid idea? Leaving PE?, Will robots replace your consulting or financial career?, Open Source Argus

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

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