AI associates for middle-market private equity that automate deal lifecycle management and CRM data entry.
Zarna runs the front of the PE deal lifecycle end-to-end: screening teasers against a firm's investment thesis, redlining NDAs, filing deals and documents into CRM and file storage, and delivering pre-call briefs before banker meetings. An AI analyst called Analyst reads across DealCloud, Outlook, and SharePoint, answers questions with sources, and surfaces answers in Teams, inbox, or the Zarna workspace. The system handles CRM data entry into DealCloud, Salesforce, and SharePoint automatically and is designed for mid-market M&A firms. Zarna is a product of Zarna.
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