From Sourcing to Exit: Agentforce Across the PE Investment Lifecycle

Private equity firms live and die by their ability to source the right deals, perform thorough diligence, and drive value creation in their portfolio companies. Each stage is critical—and each is slowed by manual, repetitive work.

Agentic AI, enabled by Salesforce Agentforce, can transform every stage of the PE investment lifecycle.

Lifecycle Use Cases

• Sourcing: AI agents scan transaction data, market signals, and network activity to surface and prioritize opportunities.

• Due Diligence: Agents compile data from multiple sources, perform ratio and KPI analysis, and generate investment committee-ready summaries.

• Portfolio Monitoring: Agents integrate with portfolio company systems to track KPIs, flag anomalies, and recommend interventions.

• Exit Readiness: Agents monitor market trends, buyer activity, and valuation comps to inform exit timing and strategy.

A Single Operational Hub

With Agentforce at the center, PE teams gain real-time visibility into every deal and portfolio company, supported by autonomous workflows that keep things moving without constant oversight.

Governance You Can Trust

BlackRhino ensures every AI recommendation is auditable, explainable, and secure—essential in the high-stakes, confidentiality-driven world of private equity.

When speed, precision, and insight are everything, Agentic AI gives PE firms the ability to act decisively—at every stage of the investment journey.

BlackRhino. Agentic AI. Real-World Impact.