Client: Australian private equity fund (mid-market, $400M AUM)
Sector: Financial Services / Investment
Engagement Type: AI Tooling + Corporate Finance Advisory

Challenge

The firm was struggling to scale its deal pipeline without ballooning due diligence costs. Analysts were spending weeks reviewing financials, operational metrics, and qualitative business data for each target.

Cavari’s Solution

We co-developed a proprietary due diligence toolkit that blended AI with traditional dealmaking processes:

• NLP-based document parser to extract insights from P&Ls, board minutes, and legal docs.

• Trained anomaly detection models to flag risk areas in historical financials.

• Embedded dashboards to benchmark targets against industry comps and internal deal data.

Results

• Deal analysis cycle reduced from 3 weeks to under 5 days

• 40% reduction in due diligence costs per transaction

• Improved deal quality and post-investment monitoring capabilities

• The platform is now core to the fund’s M&A operations and being licensed to other firms.