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GUIDE: Why every private equity firm needs a data engine - and how to build it

Your guide to choosing and implementing an AI+ML-powered data brain.

  • Nearly half of firms are still piloting AI and fewer than 1 in 9 have scaled AI.
  • Data volume is up, but differentiation now comes from data engineering, not just additional subscriptions.

Filament Syfter has created this guide for PE firms who really want to make a difference in deal origination. Whether you're in portfolio management, deal origination or in tech teams supporting business development, this guide gives practical tips on how to build a PE data engine for your firm.

What's in the guide?

  • PE data engines 101: What they are (and are not)
  • Architecture: How engines sit alongside your CRM, data lake and other institutional systems
  • Deployment Paths: Buy vs. Build vs. “Build With” (and why “with” wins)
  • Operationalization: Adoption tactics to hit the 90-day impact mark
  • Governance & Scale: Codifying AI use cases across the firm and measuring ROI

Access the guide

Filament Syfter is trusted by leading Private Equity firms

Astorg
Cavendish
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Beech-Tree
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Silversmith
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Why Filament Syfter? 

Unlike generic BI tools or CRM dashboards, Filament Syfter is purpose-built for firms where relationships and data are the lifeblood of the business. It integrates seamlessly with your existing systems and works behind the scenes - surfacing insights proactively and on-demand.

Whether you’re frustrated by bad data in your CRM, drowning in third-party data, or tired of the inefficiencies within your existing process, there’s a solution ready to be deployed. 

Your AI Advantage

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Scale Deal Discovery and Origination

Leverage AI and ML models to quickly identify high-potential opportunities and accelerate your research, improving your speed to market.

Better-investment

Make Better Investment Decisions

Create AI-driven scoring criteria aligned with your business goals.

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Built for Your Firm

Customize the white label platform with your private market data and workflows, and use its AI tools to align with your firm’s unique investment strategy.

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GenAI-Powered Email Insights

Get real-time updates and automated alerts tailored to you and your team, ensuring you only receive the most relevant information and close deals quicker.

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“Every managing partner in PE is looking for alpha, the edge in the market that drives the best returns for LP’s. The adoption of AI is powering that edge”

Phil Westcott
Filament Syfter’s CEO and Founder