PIP
AI Demos
Performance Improvement Partners
Live environment
M&A & Technology Advisors · Built for Private Equity

Not a chatbot.
An agent that does the work.

These are working AI agents we've built — each one takes a real operational task end to end, against a live system of record. You watch it reason, you approve what it proposes, and it writes the records itself. Nothing here is a mockup or a walkthrough video.

Agent demos

Synthetic data · no client information
Live now

Relay

Two agents take a portfolio company check-in call and work it in parallel. One resolves the people and accounts against Salesforce; the other pulls out what was actually committed to and ranks it by what matters. You review the proposals, approve what's right, and the agent writes them to the org — along with the follow-up emails.

2 agentsSalesforce~60 seconds
Open demo
In build

Three-Way Match

An agent reconciles invoices against purchase orders and goods receipts, clears the clean matches on its own, and escalates only the genuine exceptions — each one arriving with the discrepancy already identified and explained, rather than as a queue to work through.

1 agentERP + APException routing
Coming soon

About the data. The companies, contacts and deals you'll see are invented for demonstration, and the Salesforce org behind them exists only for this purpose. Nothing here touches client, portfolio company, or otherwise confidential information — so feel free to click anything, including the buttons that write. Access is password protected; if you need credentials, ask your PIP contact.