Story · PE·
A $10B PE firm got to 92% weekly ChatGPT use after its first AI project failed
● Editor reviewedVendor claim
After a stalled CIM-analysis pilot, the 150-person firm rebuilt its rollout around custom GPTs for CIM write-ups, board decks, NDA review and financial summaries, wired into Outlook, SharePoint and DealCloud. Per the implementation partner, CIM summaries went from 4+ hours to under two minutes.
Why it matters for investors
A recovery from a failed first pilot to broad adoption offers a practical rollout lesson for mid-size PE firms.
Source
Eliza (case study) · eliza.com · Found in the news · source checked Oct 13, 2026
Related tools
ChatGPT: General assistant.DealCloud: Deal management CRM (Intapp).Hebbia: AI agent platform (Matrix) for document-heavy finance work.Rogo: AI analyst for banks and investment firms.
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