Executive Summary
A private equity firm was struggling with AI amnesia across 14-month deal diligence cycles. Investment associates were repeatedly re-uploading documents and re-explaining assumptions in every new chat window.
ALLTIPLY built an AI agent with a 3-tier persistent memory system that tracks working notes, project timelines, and firm-wide institutional underwriting standards across months of teamwork.
Business Results
- Memo Drafting Time: Cut from 40+ hours down to 10 hours (75% faster).
- Institutional Recall: 100% continuous context retention across 14-month diligence cycles.
- Zero Context Loss: Seamless handoffs when team members transitioned between projects.
