We get stuff done
We deliver solutions that actually work. Under your operating conditions and with your end-users.
Capabilities
We put economics-grounded AI to work across the private equity deal cycle.
Why Rational AI
We are easy to work with
We meet you where you are. We adapt to your data readiness, your IT systems, and your end-users. We work collaboratively with your end-users and develop solutions they can readily audit and therefore trust.
We are good at our craft
Our experts have delivered major projects for demanding users including Amazon, Apollo, Bloomberg, Two Sigma, and the US SEC, informing billions of dollars of investments.
We bring experience from
Sample projects
Private equity
Due diligence and valuation
30%+
Reduction in the bid on a nine-figure investment
TAM (Total Addressable Market) for residential solar panels
- The situation
- The deal team at a middle-market PE firm was evaluating a nine-figure investment in solar installers. Solar demand had rapidly grown over recent years, and the deal team were concerned if future growth would continue at a similar pace.
- Our approach
- We built a proprietary yearly demand model to forecast installations based on technology, behavioral, macro, and regulatory drivers. Next, using traditional and alt data sources, including proprietary inflation indicators from another portfolio company, we constructed multi-year forecasts for these drivers, and then coupled it with the yearly demand model to forecast multi-year TAM.
- The outcome
- Confirmed the deal team's concern of the business being overvalued, reducing the bid by 30+%.
Minutes
Turnaround per baseline valuation, down from hours
Precedent transactions for an acquisition
- The situation
- Each associate at a $10Bn+ buyout firm spent hours compiling and weighing relevant precedent transactions to form a baseline valuation of a potential acquisition. The firm wanted to streamline the underwriting process so associates could spend more of their time on high-judgment tasks.
- Our approach
- We used AI agents to scrape the web and internal documents to create an updated proprietary database of precedent transactions. Next, working with the deal team, we adjusted for qualitative and quantitative differences between the precedent transaction and the potential acquisition to develop a baseline valuation estimate.
- The outcome
- Reduced turnaround time from hours to minutes.
Portfolio company value creation
$1Bn
Loan business underwritten with AI
Underwrite small-business credit for a marketplace platform
- Our approach
- Ran a $1Bn loan business using AI to qualify borrowers and set loan amounts and durations.
- The outcome
- Reduced loan origination costs while keeping default losses in the low single digits.
25%
Fewer data-processing outages
Reduce data-processing outages for a financial services company
- Our approach
- Monitored hundreds of thousands of hardware instances to rapidly detect malfunctioning components using custom-built algorithms.
- The outcome
- Reduced outages by 25%.
Millions
Interactions optimized for customer lifetime value
Redesign the customer experience for a video gaming platform
- Our approach
- Managed game recommendations and playtime incentives across millions of interactions, using multi-step optimizations to maximize customer lifetime value.
- The outcome
- Increased retention, generated net incremental revenue through ad-supported games, and reduced incentive costs.
Secondaries
Hundreds
Companies underwritten with machine learning and agentic AI
Value privately held companies at scale for secondaries deals
Ongoing engagement
- Our approach
- We are rapidly underwriting hundreds of companies using a combination of machine learning and agentic AI, improving valuation consistency, response times, and risk management.
More examples are available on request for specific areas of interest.
Talk through the AI opportunities inside your fund or portfolio.
We can help rank opportunities, assess vendors, prepare data, and build custom tools where they make sense.