Agentic AI for Private Equity Portfolio Companies

Accelerate turnaround times and maximize operational efficiency with AI-driven process automation purpose-built for finance & insurance companies.

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Enhance
operational
efficiency
Improve
Customer Experiences
Drive
Higher PortCo Valuations

Industry Recognition

Recognized and trusted by industry leaders in finance, insurance, and AI

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2025 Class
Cloud AI Accelerator
Fintech 2024
Insurance & Wealth 2024
Finance & Insurance 2024
South Summit Future of Work 2024
AI Top 100 2024
NJFAST by Plug and Play 2024

The Hidden Costs of Manual Processes in Portfolio Companies

Private equity owned finance and insurance companies struggle with manual, fragmented processes that hinder productivity. As a result, portfolio companies lose 12-18% of operational capacity to:

Document Chaos

43 avg hours/week wasted searching unstructured data

Decision Lag

6.8 day delay in critical approvals without automated underwriting

Compliance Risks

27% error rate in manual financial reporting

Multimodal's Agentic AI Drives Portfolio Performance

With AgentFlow – our all-in-one Agentic AI platform, companies can configure, deploy, and perform work with multiple AI Agents seamlessly.

Systematic Value Creation
Quickly deploy scalable operational improvements across portfolio companies without rip & replace.
Scalability Without Headcount Growth
Multimodal AI Agents handle high-volume tasks, enabling companies to scale without adding operational costs.
Improved Valuation
Enhanced efficiency and compliance position portfolio companies for stronger financial performance and higher multiples.
ROI-Focused Technology
We target high-ROI use-cases and simple deployments first while ensuring 100% compliance, transparent audit trails, and confidence scores.

Multimodal's Agentic AI Solution Stack

We provide an All-in-One Agentic AI Platform – AgentFlow. With AgentFlow, you can configure, deploy, and perform work with multiple AI Agents seamlessly.

AgentFlow

Specialized AI Agents

Unstructured AI

Transform unstructured data into machine-friendly JSON

Document AI

92% faster document processing vs manual reviews

Process

Conversational AI

Chat-based access to complex finance/insurance documents for due-diligence in processes like underwriting and loans

Database AI

Instant answers from 10M+ records via natural language queries

Search

Decision AI

68% reduction in underwriting errors through model-based automation

Decision

Report AI

Compliance reports, memos, and summaries generated in minutes vs. hours

Create

Insurance

While we automate all key insurance workflows, here are some examples to help you visualize how AgentFlow works with your human experts and existing systems.

Finance

While we automate all key finance workflows, here are some examples to help you visualize how AgentFlow works with your human experts and existing systems.

Security first

Deployed on-prem or on your virtual private cloud, Multimodal is built to the highest enterprise-grade security standards, so no data leaves your walls.

Comprehensive security accreditation

Regular audits and penetration testing

Continuous monitoring and secure network architecture

Security & Trust

Security & Data Privacy First

Flexible deployment

Our automation software is deployed on your infrastructure, either on your virtual private cloud (VPC) or on-premises.

Data security

Your data stays within your systems, ensuring user privacy and compliance with regulations, enhancing business security.

Enhanced protection

This setup safeguards your users, keeping your operations secure and compliant.

Why Private Equity Firms Choose Multimodal

Measurable Value Creation

We focus exclusively on driving better turnaround times and increased operational efficiency, creating value rapidly.

PortCo-Ready Deployment

Full implementation in less than 12 weeks ensures easy testing and rapid approach to ROI.

Human-in-the-Loop Design

All our solutions maintain compliance with SEC Rule 15l-2 and are updated with changing regulations.

Real Expertise

We configure models on company data, driving higher accuracy and precision across the board.

Week 1-2

Process mapping & priority workflow identification

Week 3-6

Pilot deployment (choose 1 high-impact use case)

Week 7-12

Full integration with existing tech stack

Day 90+

Scale across 100% of document-intensive workflows

Implementation Roadmap

Week 1-2

Process mapping & priority workflow identification

Week 3-6

Pilot deployment (choose 1 high-impact use case)

Week 7-12

Full integration with existing tech stack

Day 90+

Scale across 100% of knowledge-based workflows

Automate your banking workflows

Schedule a free 30-minute demo

See how AI Agents work in real time

Learn how to apply them to your business

Discuss pricing & project roadmap

Get answers to all your questions

FAQ

How does this differ from ChatGPT Enterprise?

Multimodal is an application layer that fully integrates with your existing tech stack and adapts to your people and processes. We specialize in vertical-specific decision chains. We also provide process documentation, confidence scores, and complete audit trails.

What about sensitive company data?

Full SOC 2 compliance with private cloud options. Your data never trains public models.

Can we start with one workflow?

73% of clients begin with single-workflow pilots. We encourage starting small and identifying high-impact opportunities upfront, then scaling gradually across workflows.

How quickly can portfolio companies implement AgentFlow?

Most PoCs go live in 2-4 weeks, while pilots take 6-12 weeks depending on workflow and deployment complexity.

Do you customize agents for specific industry workflows?

Yes – we’ve built agents for specialty insurance, finance, commercial lending, asset management, and several other use cases.

How do you handle data security?

On-premise and virtual private cloud deployments are available. All data is encrypted in transit/at rest. Zero training on client data.