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Zarna provides purpose-built AI agents that master different parts of the deal workflow, functioning as a second brain for investment teams. The platform addresses common challenges in private equity operations where deal history and rationale become fragmented across systems, forcing teams to start each new opportunity from scratch rather than building on institutional knowledge.
The AI-native CRM integrates with a deal workspace that continuously ingests emails, chats, and files while keeping records fresh. This centralization enables each deal's context to remain accessible through a live chat interface that understands the complete history of every transaction. Agents automatically update records from communications and file drives without requiring manual logging.
The platform includes specialized agents for different workflow stages. The CIM to Model Agent translates CIM financials into LBO and DCF models with baseline assumptions and sensitivity cases. Report Generation Agents create one-pagers, diligence checklists, and IC-ready deliverables. The Self-Updating CRM Agent maintains pipeline accuracy without manual intervention.
Enterprise-grade security features include SOC 2-compliant infrastructure, AES-256 encryption at rest, TLS 1.3 encryption in transit, and fully air-gapped VPC deployments. Clients retain complete ownership of all data and embeddings. Forward-deployed engineers work directly with firms to customize Zarna Agents for specific workflows.
- Automate CIM analysis to extract key financials and translate them into LBO and DCF model structures with assumptions
- Keep CRM records continuously updated by automatically ingesting data from emails, chats, and shared file drives
- Generate investment committee memos, tear sheets, and one-pagers in the firm's established format and style
- Search across the firm's entire deal history, competitor learnings, and sector insights through natural language queries
- Surface warm paths to CEOs, founders, and bankers based on historical interactions tracked across the organization
- Track portfolio company performance and maintain research pipelines without manual follow-ups or data chasing
- Build diligence checklists and standardized deliverables that reduce human error and ensure consistency across deals
- Convert fragmented institutional knowledge into searchable and reusable intelligence that compounds over time
- Reduce time spent on repetitive administrative tasks so investors can focus on forming judgment and building conviction
- Integrate with existing legacy software and workflows through custom agent configurations tailored to firm-specific needs
