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Enterprise Layer Intelligence
Categories/Sales Enablement/Zarna
Zarna

Zarna

Automate deal sourcing, due diligence, and pipeline data entry for private equity firms

Pricing model

Demo

Rating

★ People love it

Time to value

Requires Expertise

You can use Zarna to automate deal sourcing, due diligence, and pipeline management across private equity and investment banking workflows. It screens investment teasers against firm theses, redlines non-disclosure agreements, and automatically files documents and deals into back-end systems like DealCloud, Salesforce, and SharePoint. The system prepares detailed pre-call briefs before meetings and synchronizes call logs directly inside Microsoft Outlook and Teams. Investment teams can also ask questions about deals and get answers backed by internal files without manual data entry.

What Zarna does

Screen investment teasersRedline non-disclosure agreementsLog emails and meetings into CRMGenerate pre-meeting research briefsSearch past deal documents in SharePointUpdate buyer tracking logsExtract data from financial documentsScreens deal teasers against firm investment criteria automaticallyRedlines non-disclosure agreements based on standard firm termsFiles deals and documents into DealCloud, Salesforce, and SharePointGenerates pre-call briefing summaries directly inside OutlookLogs meeting notes, emails, and calls automatically into CRM recordsAnswers deal questions in Microsoft Teams with source citations attachedDeploys inside private cloud infrastructure with zero model data retention

Pricing breakdown

Pricing model: Book a demo

Tutorials & Demos

Frequently asked

DealCloudDealCloudSalesforceSalesforceMicrosoft OutlookMicrosoft OutlookMicrosoft TeamsMicrosoft Teams

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Zarna, AI associates, private equity, investment banking, M&A workflows, deal sourcing, diligence automation, DealCloud integration, SharePoint, Microsoft Teams, Outlook integration, NDA redlining, pipeline management, pre-call briefs, teaser screening, deal lifecycle