Practical AI for Private Equity Workshops: Deal Screening

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Practical AI for Private Equity Workshops: Deal Screening

September

30th

—

October

1st

2025

Starting at

12:00pm

Workshop 1: Build a Reusable Deal-Screening Workflow

Founded by former private equity investors and AI engineers, Chariot Labs is joining Road To Carry, WithCoverage, and Ramp for a three-part workshop series. Together, they’re combining their experience to explore AI in everyday PE work, from screening deals and mapping markets to applying AI at portfolio companies.

Why this is important:

Deal teams review a high volume of CIMs, but the first-pass screen often involves the same repetitive work: extracting key facts, checking fit against the investment criteria, and distilling the opportunity into a view. A reusable AI workflow can make that process faster and more consistent, giving the team more time to focus on the opportunities that warrant deeper diligence.

What attendees bring:

A laptop
An approved AI account (at least pro/business subscriptions for Claude / ChatGPT. Free accounts will not work)
An approved redacted historical CIM with the associated screening memo.

Sample materials will be available for participants who don’t have that.

What attendees leave with:

A reusable screening workflow skill
Draft one-page memo.

Registration:

Limited to 35 approved guests. Every request joins the waitlist for individual review. Your seat is confirmed only after approval.

The Final Countdown!

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Partners

Chariot Labs helps PE-backed companies identify and prioritize where AI can create value, then embeds AI engineers to build and deploy those workflows into their existing systems. Founded by former PE investors and AI engineers.

WithCoverage is a modern risk management partner that helps ambitious businesses protect their operations, save money, and get time back. The company combines a dedicated team of insurance experts with an AI-powered digital platform to build tailored insurance programs and bring policies, claims, and billing into one place. Its flat-fee model aligns incentives with clients, while year-round expert support helps businesses manage risk proactively as they grow.

Ramp helps PE-backed companies free up time and money to grow. By connecting cards, expenses, bills, and accounting, it helps teams reduce unnecessary spending, automate routine work, and close the books faster, putting more of the company’s resources toward revenue growth.

Road To Carry is a community of 10,000+ private equity investors and operators pursuing acquisition entrepreneurship, supported by highly-curated media content, in-person events, and access to top-tier capital partners

Agenda

8:00–8:10 a.m.

Sponsors + Chariot Labs

Opening and sponsor introductions. Outline the session and what attendees will build.

8:10–8:25 a.m.

Chariot Labs

Davis to demo and walkthrough: set up a screening workspace, combine a CIM with investment criteria and reusable instructions, and produce a one-page memo. Show how to check and improve the output.

8:25–9:10 a.m.

Attendees + Chariot Labs

Hands-on: attendees build their screening workflow, run it on a CIM, compare the result with their judgment, and refine the instructions. Davis and Hasan circulate to help debug, fix issues, and improve outputs.

9:10–9:15 a.m.

Chariot Labs + sponsors

Closing: recap takeaways, answer final questions, and explain how to reuse the workflow on the next deal.