Zarna
The Agentic Operating System Built for the Private Capital Markets
Every firm is buried in fragmented systems. Zarna combines an AI‑native CRM with a dedicated deal workspace that centralizes interaction history, market context, due diligence materials, and live intelligence—so your system stays updated 24/7 and every deal runs seamlessly in one place.
Trusted by
The Current State Kills Alpha
Teams chase data across tools, log activity by hand, and stitch together reports. Signal is lost, judgment is delayed, and alpha erodes.
Operational Drag
Half‑filled CRMs, buried files, and fractured communication slow every deal and bury signal.
Buried Context
History, market context, and proprietary intel live across inboxes and drives—never where you need them.
Fragmented Stack
CRMs, email, chat, docs, and data vendors don't talk—your team becomes the glue.
Manual Reporting
Analysts recreate memos and checklists from scratch instead of compounding institutional knowledge.
What Zarna Provides
An AI‑native CRM fused with a deal/company workspace. Agents continuously ingest emails, chats, and files, keep records fresh, and centralize each deal's context with a live chat that knows the deal inside out.
AI-Native CRM
Auto-updates from emails, chats, and file drives. No manual logging.
Deal & Company Workspace
One place for analysis, reports, and deal context — sourcing through early diligence.
Agentic Data Lake
Unifies information from your CRM + drive + comms into a live knowledge base. Always queryable.
Instant Outputs
Generates 1-pagers, diligence checklists, and insights. Chat that knows the deal inside-out.
Custom Integrator Agents
Connect seamlessly into legacy software and workflows. Custom agents for firm-specific needs.
Full Workflow Automation
Comms → CRM → Deal Workspace. Sourcing → Screening → Diligence.
Founder Case Study: $20Bn AUM PE firm
Zarna's founders built the agents below via an engagement with a $20Bn AUM PE firm, delivering measurable ROI across multiple workflows.
Logging Time Reduction
~60 mins/day → <5 mins/day
Analyst Hours Saved
Per month, repurposed for deal work
Deal Opportunity Surfacing
From sister fund logs
CIM Report Generation
Auto-produced 1-page reports
CRM Auto-Log Agents
- Cut logging time by >90% (~60 mins/day → <5 mins/day)
- Analysts just forward an email → agent logs + categorizes instantly
- Freed ~20+ analyst hours/month, repurposed for deal work
- Integrated with legacy system (DealCloud)
Deal Intelligence Agents
- Surfaced actionable deal opportunities from sister fund logs (30 minutes → 1 minute)
- Analysts receive real-time autogen reports on deals they would have otherwise missed
- Custom GPTs delivered tailored market intel and draft reports
CIM / Report Analysis Connector
- Agents pulled CIMs directly from inbox, applied heuristics, and auto-produced 1-page reports in under 3 minutes (1-2 hours → 3 minutes)
- Reduced first-pass CIM review cycle from half a day → minutes, accelerating IC prep
Portfolio Company Tracking
- Monitors distribution list emails, extracts deadlines/tasks, & auto-builds weekly agenda reports (1 hour → 2 minutes)
Overall ROI
Quality
Reduced human error, ensured consistent IC-ready deliverables
Time-Saved
1-1.5 hours per day saved per user
Team Experience
Our team brings world-class experience from leading technology and finance companies
Tech & Enterprise
Finance & Consulting
Brands & Others
Start your journey with Zarna
Join world-class private capital teams who trust Zarna to power their most critical workflows. Transform how your firm operates—book a demo to see the platform in action.