The PE/VC bottleneck has never been judgment — it's filtering throughput. Lakesis's Triage Agent shifted my analysts' hours from BP-skimming to actual diligence: out of 3,000+ deals/month, what hits IC is already scored, has a one-page memo, and a suggested exit path.
Setup Fund AUM > 20 B RMB. 3,000+ new deals/month, fewer than 30 reach IC. The Triage Agent scores against the fund's internal investment strategy matrix, segments decks by sector / stage / valuation band, and outputs IC-ready summaries, comparable deals and exit-path suggestions.
~99% Low-priority deck filter rate
min · scale Deal identification speed
−85% Per-BP processing time
Our pain isn't design — it's the supply chain. A single MCU shortage halts a line for half a day. BOM substitution used to take 3 teams 2 days to approve; now an engineer says "find me a RoHS-compliant, in-stock, pin-to-pin STM32F4 alternative" and gets 5 options with a comparison table in 30 seconds.
Setup Mid-size electronics, annual revenue 0.5–1 B RMB. Connected to the customer's internal component knowledge base (specsheets / datasheets / historical BOMs) and major distributor intel. The agent reasons across specs, prices, inventory and compliance attributes (RoHS / REACH) to surface substitutes and supply-disruption risk alerts.
~30s Sourcing speed improvement
−6% Per-unit procurement cost reduction
99%+ BOM accuracy
Invoice processing is labor-intensive — one mistake costs a day. With Lakesis we chained invoice recognition, three-way matching, and ERP posting into a fully unattended pipeline — the 200-person team now does the same volume with 30. The rest moved to higher-value advisory work, and revenue mix actually improved.
Setup Annual invoice volume > 10M. A three-stage architecture: multimodal recognition (VAT special / general / receipts / bank slips) → rule engine validation and three-way matching (PO/GR/Invoice) → AI verification and exception routing. After structuring, results post directly into SAP / Yonyou / Kingdee vouchers.
−85% Headcount displacement
>99% Recognition accuracy
24/7 Unattended operation
Our 20-year project archive is the firm's most valuable asset, but every new mandate, the team starts from scratch. Lakesis turned the archive into a knowledge hub you can actually call — a draft research report went from 3 days to 4 hours; the core sections of an IM are now AI-first, partner-revised.
Setup A leading domestic advisory firm with 20 years of project precedent. The system unifies the client's project archive, industry research, and target diligence reports. The agent drafts industry research, generates standard IM/MD sections, reviews client contract terms for compliance, and flags financial anomalies in portfolio/target companies.
−60% Partner hours freed
3d → 4h Report turnaround
6 FTE AI-equivalent FTE