AI, Data & Automation Solutions

for Private Capital Firms and

Their Portfolio Companies

Unlock growth with softautoai's AI, automation, and data solutions.

We help your firms streamline operations and optimize portfolio companies for faster

growth and larger exits.

AI Platforming

AI Platforming

AI Platforming

Process Automation

INCREASING THE VALUE OF FIRMS AND THEIR PORTFOLIO COMPANIES

Results from Softautoai Clients


840%

increase in

YoY sales and

80% increase in EBITDA

profit after

automation.

Automated Service

AI-driven

analysis of

sub-market

and turning it

into a 90

million dollar

big box retail opportunity.

Data Analysis & Predictive Analytics

A Complete

New Client Onboarding Process

Reduced from 1

5 Hours to 1

Hour.

Automated Service

Organizations are struggling to

harness the power of AI and data...

and you know you need expert guidance.

Complex and time

consuming

takes your team away from core priorities

unsure how to measure

results

Our Solution

Implement AI, automation, and data systems packages without the overhead of building in-house expertise.

Industries We Serve to the Highest Degree Possible.

We’ll design a tailored AI and data solution that meets your unique needs,

ensuring seamless integration and impactful results—without the hassle of

managing it all on your own.

private equity

Maximize returns and streamline operations with AI-driven deal sourcing, operational efficiency, and exit strategy optimization.

hedge funds

Enhance risk management and identify high-value opportunities in niche markets with AI-driven models and operational automation.

family offices

Ensure long-term wealth preservation and seamless legacy planning through AI-powered portfolio management, estate automation, and ESG insights.

venture capital

Empower early-stage investment decisions and portfolio scaling with predictive analytics and AI-powered growth strategies.

portfolio companies

Drive operational efficiency, cost reduction, and scalable growth through AI-powered automation and process optimization tailored to portfolio companies.

private equity

Streamline acquisitions, reduce costs, and maximize exit value with AI-powered deal sourcing, financial modeling, and operational turnarounds.

hedge funds

Enhance risk management and identify high-value opportunities in niche markets with AI-driven models and operational automation.

family offices

Optimize property management and investment decisions using AI-powered property evaluation, tenant automation, and market analytics.

Expertise in Powerful and

Emerging New
Tools

testimonials

We take being at the forefront of AI and Machine Learning

for business seriously, and our company is designed to

identify problems that matter to you and your team so we

can solve them.

- Kathy C., CEO of Large CPG Brand

“softautoai was able to find insights we needed for a key meeting with Walmart and Walgreens. With that data we were armed to be to pitch them with data that mattered and insights which helped us move forward to a deal.”

“We were able to reduce the manual work 22% for these SOPs that are used regularly. The cognitive load was reduced and as a result productivity surged. Some of those tasks were such a drain on us. Really excited to do more.”

- Christine C., Chief Growth Officer of Cyber Security Firm

“With softautoai's help I was able to map processes and reduce the amount of steps required to complete core tasks by 22%. We are exploring more ways to leverage their strategic intelligence services and custom bot development. I feel like I have way more free time than I did before.”

MULTIPLY

Enhance Your Investment

Process & Portfolio

Performance

AI CONSULTING SERVICES

Develop a Unique AI

Fingerprint to

Your Firm

softautoai, partners with Private Equity firms to optimize deal sourcing, portfolio management, and reporting with AI-powered tools that help you make better, faster decisions.

AI LITERACY and WORKSHOPS

Master AI with Customized Training Programs

Equip your team with AI knowledge and skills through tailored training sessions and workshops.

DATA ANALYSIS and REPORTING SERVICES

Gain Insights with AI-Powered Data to Get the Edge on Competitors

Use AI to analyze your data, generate detailed reports, and gain actionable insights for better decision-making.

DATA SERVICES

Clean, Correct, and Updated to Keep You Ready for Every Opportunity.

Enhance data quality, predict trends, and consolidate information across multiple sources with our cutting-edge data services in data enrichment for sales teams, data architecture, data cleaning, and more.

CUSTOM LOCAL AI MODELS

Deploy Custom AI Models for Seamless Integration

Implement tailored AI systems that integrate smoothly with your existing infrastructure, trained on your data, and enhancing operational efficiency.

DATA SERVICES

Become an Automated Power House of Efficiency

We Simplify Your Business Operations Challenge with Automation of Your Most Vital and Mundane Processes.

DATA SERVICES

Our goal is to deliver measurable impact and value to our clients through seamlessly installed AI, automation, and data solutions.


By 2028, we aim to Help at least 1,000 organizations successfully integrate AI and data solutions into their operations.

WHY WE ARE DIFFERENT

A Complete AI Solutions

System and Platform

Data Solutions

DATA ANALYSIS &

REPORTING



Gain insights and improve decision-making. Typical entry point service.

data enrichment & cleaning

Ensure data accuracy and quality. Typical of more established relationships

data enrichment & cleaning

Centralize and streamline data management. Consistent with full solution clients.

AI Solutions

ai integration

platforms

Develop and integrate AI platforms for seamless operation across business systems. Full solution clients looking for a competitive edge.

data enrichment & cleaning

Develop and integrate AI platforms for seamless operation across business systems built specific to your company and data in a secure environment.

predictive

analytics

Implement AI tools to analyze customer behavior and preferences; develop AI models to forecast market trends and business performance.

Automation Solutions

chatbots and virtual assistants

Gain insights and improve decision-making. Typical entry point service.

workflow

automations

Streamline and optimize business processes. When we understand your process needs this becomes a major scale step.

business process automations

Automate repetitive tasks to improve productivity. We can take an entire process and automate it.

Ai Consulting Solutions

ai strategy

consulting

Strategic AI consulting, readiness assessments, and technology roadmapping to navigate your AI journey.

ai literacy

training

Educate and empower your team with AI knowledge. Our program creates a culture within the company to adopt AI and data.

business process

optimization

Enhance efficiency and effectiveness of business operations by mapping the entire company’s processes.

Prompt Engineering

prompt

engineering

Our prompt engineers are experts in designing and developing custom prompts that align with your AI project’s objectives

data

preprocessing

We ensure your data is ready for AI training by conducting thorough preprocessing to remove noise and improve accuracy.

problem solving

analysis

We delve deep into problem-solving analysis to ensure that your AI models are not only well-tuned but also tailored to solve your specific business challenges.

softautoai for You.

Finding and Solving Your Business Challenges with AI

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