AIx2 Product Offerings and Use Cases
Alpha Through AI: Discover how AIx2's AI-powered solutions are transforming private market intelligence across various applications.
AIx2 Solutions Across the Investment Process
Standard Subscription (Core Platform)
Premium Product (Opportunity Engine)
*Additional integrations to third party data providers will be supported via premium product.
Client Success Stories
Case Study 1: Leading Global Private Investor Empowered with AIx2 Intelligent Data Lake Solution
Client
- Leading private investor with a portfolio in logistics, healthcare, energy, and enterprise tech
- Hundreds of ongoing partnerships with distributed data sources
Challenge
- Lack of scalable and cost efficient data foundation for AI initiatives
- Fragmented and unstructured data
- Massive manual workflows
- Limited ability to evaluate or manage data quality for AI applications
AIx2 Solution
- Modular LLM-agnostic intelligent data lake
- Data Ingestion & Structuring from sources (CRM, web, third parties)
- Versioning & Lifecycle Management
- Operational cost optimization for processing and recording data
Impact
- AI readiness through improved data structure, traceability, and reuse
- Reduced reliance on external AI systems while retaining access to state-of-the-art capabilities
- 70% lower operational costs for data processing and recording
Case Study 2: R136, A Growth Stage VC Empowered with AIx2 Reporting Solution
Client
- Mid-to-late stage VC, $400M AuM, 1,400+ leads
- ~40 deals, 16 team members, 2 data analysts
Challenge
- Understaffed with analysts and associates
- Needs faster report preparation and at higher quality across the investment cycle
AIx2 Solution
Investment Reports Process:
- Connect proprietary data and web-based info
- Ask the set of questions
- Validate responses/ask details
- Export reports
Impact
- 65%+ time saving
- Quality answers outperforming manual work
- Less than 1 week to see impact
Type of Reports
LP and fundraising
Market research
Initial screening
Due Diligence
Investment memo
Portfolio monitoring
Case Study 3: Prime Unicorn Index Empowered with AIx2 Analytics for Automating Price Index Calculation
Client
- An independent, rules-based index price for US private market from hundreds of U.S. private companies valued at $1 billion or more
Challenge
Limited speed and scalability due to:
- Fragmented data across proprietary and third party
- Manual data extraction from term-sheets prone for error
- Time taking manual Excel analytics
AIx2 Solution
- Phase 1: Document intelligence for deal term extraction (1500+ certificates of incorporation and E-PEN documents, plus third party secondary market data)
- Phase 2: Asset-Level share Price Calculation
- Phase 3: Daily Market Index computation & publishing
Impact
- 90%+ time savings by decoding legal language missed by leading AI providers
- Accuracy & Auditability by source-linked references and logic traces
- Scalability by supporting thousands of updates across assets, and rapid onboarding of new companies
- Cost Efficiency by reducing operational cost per company update by over 90%
Case Study 4: Mid-Sized Alternative Investment Firm Empowered with AIx2 LP Matching Solution for Fundraising
Client
- Alternative investment firm with $3.5B+ in AUM
- Focused on minority investments in alternative asset managers (AAMs) across private equity, credit, real estate, and infrastructure
- 10,000+ global LPs (including IRAs)
Challenge
- Lack of precision in matching LPs with niche offerings due to manual LP mapping using data from CRM, web information, Dakota, Preqin, and PitchBook
AIx2 Solution
Matching LPs for the right strategies (time to approach, fundraising strategy, and follow ups) by:
- LP Scoring & Strategy Fit
- Regional Targeting at Scale
- Reasoning & Summarization
- Weekly Dynamic Refresh
Impact
- Reduced LP prioritization time from ~6 hours to under 30 minutes per segment
- Strengthened internal decision-making for fundraising operation with data-driven precision
Case Study 5: Lower-Middle Market Private Equity Empowered with AIx2 Deal Matching Solution
Client
- U.S.-based mid-market infrastructure private equity
- Targeting infrastructure assets with $5M–$50M EBITDA, with 40,000+ potential investments
Challenge
Low quality and unscalable deal sourcing process due to:
- Fragmented data tools (e.g., PitchBook, Crunchbase)
- Large set of potential investments
- Nuanced and detailed investment criteria
AIx2 Solution
- AI-driven deal matching platform tailored to the firm's strategic focus areas
- Custom thesis modeling describing the fund's criteria
- Integrating data across public and private databases (through client APIs)
- Scoring and reasoning engine for 40,000+ private assets in the infrastructure space
Impact
- Cut asset discovery time from weeks to under 2 days across 40,000+ assets
- Increased deal alignment from 30–40% to 70–85%
- Reduced the time to first diligence conversation from 2–3 weeks to less than 1 week
Case Study 6: Leading Global Private Investor Empowered with AIx2 Procurement Solution
Client
- Leading Private Investor with a Corporate Innovation and Startup Procurement Platform
- Connecting over 90,000+ startups to more than 1000+ enterprises
Challenge
- Low quality procurement pipeline discovery and qualification at scale
AIx2 Solution
- Standardizing the evaluation process for consistent and repeatable matching across all teams and requests
- Generating ranked shortlists of startups for specific enterprise
- Delivering plain-language outputs and reasoning
Impact
- Reduced time and cost to first startup-enterprise conversation by 90%
- Improved quality and consistency of startup shortlists
- Enabled sourcing teams to explain and defend recommendations with business-ready language