Private equity

Post LinkedIn lead magnet · Private equity

A private equity firm came to us last quarter convinced they needed a custom AI build. We ran our standard audit first. Seven phases over three weeks. By the end, time spent on one of their core processes was on track to drop around 70%. And half of what they thought they needed didn't need to be built at all. That's usually how it goes. The audit is the part nobody wants to do because it's slow and unsexy. It's also the part that decides whether everything that comes after is worth it. I packaged the entire process into a self-serve SOP. Same framework we use across our engagements, written so an internal ops lead can run it themselves. What's inside: → The 7-phase audit framework → Stakeholder interview script → Process shadowing playbook → Current state mapping templates → Opportunity scoring matrix → ROI modeling and future state design → Audit document structure for leadership → 10 mistakes that tank internal audits Like this post and comment "ASSESSMENT" and I'll DM it to you. Make sure we're connected so it actually lands.

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Private equity

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Stop paying £500/month for AI real estate tools. This single Claude prompt will produce a better analysis for $17/month than 9/10 of them: I spent years in the City of London reviewing hundreds of investment memos. I know exactly what institutional-quality analysis looks like. So I built one prompt that replicates it. Paste it into Claude (Opus 4.6, Extended Thinking). Fill in the brackets. What comes back looks like a third-year analyst at a top CRE shop wrote it. The full prompt is in the image below - save this post and screenshot to get every section: → System role and context setup → Deal input framework (12 variables) → Executive summary + investment thesis → Full financial return profile (7 key metrics) → Value-add modelling + risk matrix → 3-scenario stress test → Comparable transactions → Recommendation with due diligence checklist This prompt produces what most AI platforms charge £500/month to generate. The difference? You control every input. You refine the output. You learn the frameworks instead of outsourcing your thinking to a dashboard. The best operators do not need another tool. They need better questions. Save this. Use it to streamline acquisitions on your next deal. — 📌 P.S. See comments below for the copy & paste Google Doc prompt + sample 10-page PDF investment memo output for a multi-unit block in London (no opt-in required). ♻️ Share with your network and follow Matt Soltys for more institutional-grade frameworks like this. 📩 Subscribe to my newsletter to receive more AI prompts for investors at: www.upgradedinvestors.com

See comments below for the copy & paste Google Doc prompt + sample 10-page PDF investment memo output

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Private equity

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EU Inc. : l’annonce que tout le monde commente… mais que peu vont exploiter Tout le monde parle de EU Inc. Très bien. C’est important : un cadre européen plus simple pour créer et scaler, c’est un vrai signal. Mais l’annonce la plus “silencieuse”, c’est l’autre : Savings & Investments Union = l’Europe veut réorienter l’épargne vers l’investissement (et elle commence à bouger les lignes concrètement, consultations, réformes, etc.). Et là, je pose une question qui dérange : si l’infrastructure arrive… pourquoi l’early deep tech reste encore un désert côté financement ? Parce que le problème n’est pas “l’argent”. C’est : - la peur du temps long, - la peur de l’échec utile, - l’absence de mécanismes simples pour investir en portefeuille, tôt, avec de la méthode. C’est exactement pour ça que j’ai lancé LIINXE : un cercle privé d’entrepreneurs et d’investisseurs qui veut co-financer le risque là où il crée de la souveraineté, de la santé, de l’industrie — pas des slides. Ce qu’on construit est volontairement anti-mode : - sélection + audit, - discipline, - focus sur l’industrialisation, - logique portefeuille, - et une chose rare : on ouvre aussi le capital à ceux qui veulent être dans la machine, “sur des tickets”. ⚠️ Évidemment : investissement non coté = illiquide = risqué. Mais c’est précisément pour ça que la méthode compte. Si tu veux comprendre comment on se positionne pour capter le mouvement européen (et pourquoi maintenant est un timing), 👉 écris-moi “CAPITAL”.

👉 écris-moi “CAPITAL”.

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