

The ROI of AI: Saving 15 Hours a Week for Private Equity Associates
In Private Equity, time is the scarcest resource. Between sourcing new deals, conducting deep due diligence, and managing portfolio companies (PortCos), associates are constantly underwater.
We’ve analyzed the workflows of our PE users and found a consistent result: o11 saves the average associate 15 to 20 hours per week.
Where the Time Goes
1. The Due Diligence Summary (Saved: 6 Hours)
Turning raw data room documents and expert transcriptions into an internal Investment Committee (IC) deck normally takes days. o11’s ability to “Chat with the Data Room” and instantly generate formatted summary slides turns this into a few hours.
2. Quarterly Portfolio Reporting (Saved: 5 Hours)
Every quarter, associates have to gather financial data from five different PortCos and consolidate it into a standard Board report. With o11’s Excel-to-PPT sync, the one-time setup of these decks means subsequent updates take minutes.
3. Iterative Modeling & Deck Updates (Saved: 4 Hours)
When a deal parameter changes (e.g., the interest rate or the exit multiple), the deck needs to be updated. o11 handles the cascading changes across the entire presentation workspace.
The Bottom Line
Saving 15 hours a week per associate across a team of 10 isn’t just about “wellness”—it’s effectively adding four new hires to your team for a fraction of the cost. More importantly, it allows your senior talent to spend more time on deal judgment and less on “moving boxes.”



























































































