MAGICAL FOR PRIVATE EQUITY
Automate the manual work eating your margins
Use agentic AI to autonomously process the data, documents, and operational workflows behind your fund and portfolio companies. From invoices to reporting, Magical replaces manual effort with enterprise-grade precision.
AI employees for private equity
Deploy AI employees across your fund and portfolio companies to automate operations, finance, reporting, and diligence work without requiring integrations or IT support.
The agentic AI era of private equity
Traditional automations (RPA)
Rigid and fragile, like driving manually to a destination using printed directions. If you miss a turn or make an error, everything quickly breaks.
Agentic AI
Like self-driving cars that understand your goal and the nuance it takes to get there. They course-correct, identify shortcuts, and get smarter over time.
Fully autonomous AI
Magical handles complex workflows behind portfolio reporting, invoice review, financial analysis, and diligence — intelligently navigating exceptions and nuance the same way your teams do today.
Error-Free Data Transfer
Magical instantly extracts structured insights from PDFs, data rooms, exports, portals, and financial files and transfers them accurately into your models, trackers, or systems.
Built for enterprise security
Magical processes everything locally in your browser. No data leaves your device or enters Magical’s servers — a critical requirement for sensitive deal and financial information.
Automate every
private equity workflow
Portfolio operations
Magical pulls KPIs from every PortCo’s systems — finance, ops, sales, HR, marketing — and turns them into standardized dashboards in seconds. You get real-time visibility without chasing exports, reconciling spreadsheets, or waiting for inconsistent monthly reports.
Financial review operations
Magical reads invoices across your entire portfolio, extracts and normalizes line items, and flags overbilling, duplicate spend, and margin leakage instantly. PE teams uncover savings opportunities and procurement inefficiencies they simply couldn’t see manually.
Portfolio support & scale
Deploy AI employees directly inside portfolio companies to automate finance, HR, marketing, RCM, compliance, and operations workflows immediately. You lift EBITDA, reduce SG&A, and create repeatable AI playbooks that scale across the entire fund.
Designed to automate
any workflow
Fund-level automation
KPI rollups, reporting packs, variance tracking, spend intelligence, investor updates.
Deal team automation
Data room extraction, contract review, vendor analysis, operational benchmarking.
PortCo automation
Invoice OCR, AP automation, payroll validation, compliance tracking, marketing ops, RCM workflows, CRM hygiene, and more.
Works with
all fund & PortCo systems
Netsuite
Sage Intacct
QuickBooks
SAP
Oracle
Microsoft Dynamics
PortCo operational systems
CRM platforms
HRIS systems
Help desks
Procurement tools
Marketing & analytics platforms
Any proprietary systems
Deal & document systems
DocuSign
Dropbox
Google Drive
SharePoint
Datarooms
Virtual deal rooms (Intralinks, Merill, CapLinked, etc.)
Frequently asked questions
Is Magical secure for M&A and financial data?
Yes — Magical processes all data locally in your browser with zero external storage, meaning nothing leaves your device or hits Magical servers. This ensures complete confidentiality for deal files, data rooms, investor information, and sensitive financials, while SOC2 Type II compliance provides the enterprise assurances private equity firms expect.
Can Magical automate workflows inside portfolio company systems?
Absolutely. Magical works directly inside any PortCo system — from finance and AP platforms to CRM, HRIS, and homegrown apps — without requiring APIs, IT resources, or engineering support. Each AI employee follows your team’s exact processes and playbooks, making automation instantly portable across your portfolio.
How fast can we deploy Magical across multiple PortCos?
Teams typically begin automating workflows within one week, and coordinated portfolio rollouts often complete within three to five weeks. Because Magical requires no integrations and adapts to each company’s existing systems, it removes the adoption friction that normally slows down technology-driven value creation.
How does Magical help with diligence?
Magical extracts structured data and insights from data rooms, contracts, org charts, SOPs, performance exports, and financial models in seconds — without analysts manually combing through PDFs. Deal teams gain faster conviction on value drivers, risks, and operational synergies that directly influence investment decisions and speed to close.
Can Magical scale to a full fund portfolio?
Yes — funds deploy Magical across dozens of PortCos with minimal coordination and no IT burden. Once workflows are recorded, they can be standardized and scaled portfolio-wide to accelerate efficiency and EBITDA impact across every operating company.
Can Magical help improve EBITDA and reduce SG&A?
Absolutely. By removing manual finance, ops, HR, and reporting work, Magical reduces labor expense while improving productivity across the portfolio. The result is sustainable EBITDA lift paired with faster execution — without adding headcount.
