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Blueprints/Private Equity
Local / Desktop reference architecture

Due diligence in hours, not weeks

A Local / Desktop reference architecture for due diligence in hours, not weeks in Private Equity. Triggered by new deal added to the data room, Padiso orchestrates 3 specialist agents on Claude Code + Ollama, on your machines, reaching virtual data room and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.

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Local / DesktopRuntime: Claude Code + Ollama, on your machines

Trigger

New deal added to the data room

Private Equity

Orchestration

Padiso

Padiso Orchestrator

goals · tasks · heartbeat

Governance

budgets · approvals · audit

Runtime & agents

Agent runtime

Claude Code + Ollama, on your machines

Diligence agent

agent

Operating-partner agent

agent

Reporting agent

agent

Integrations · MCP

MCP gateway

notion
airtable
google-drive
salesforce

Your systems

Virtual data room

Financial model store

CRM / deal pipeline

How the data flows

Trigger: New deal added to the data room

  1. 1

    Diligence agent indexes the data room and extracts the financials, contracts and cap table

  2. 2

    It builds a structured findings memo and surfaces risks and missing documents

  3. 3

    Cross-checks figures against the confidential information memorandum (CIM) and flags inconsistencies

  4. 4

    Partner reviews and approves before the memo enters the IC pack

Agent team

  • Diligence agent
  • Operating-partner agent
  • Reporting agent

Integrations

notion
airtable
google-drive
salesforce

Reached through the Model Context Protocol, scoped and governed.

Runtime & data

Claude Code + Ollama, on your machines

Virtual data room

Financial model store

CRM / deal pipeline

Security & operational considerations

  • Deal data isolated per engagement, access-scoped
  • Source citations on every extracted figure
  • No figure enters the memo without a traceable source

Local / Desktop deployment

Self-hosted: agents and models run on your machines, so regulated data and credentials never leave your network. Best when data residency is non-negotiable.

Run this blueprint anywhere

Local / Desktop

Viewing

Claude Code + Ollama, on your machines

AWS

Amazon Bedrock AgentCore

Azure

Azure AI Foundry

More Private Equity blueprints

Local / Desktop

Standardized operating playbooks across the portfolio

Run your business on agents.

Start free, or talk to us about putting an agent workforce to work across your operations.

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