Zarna

Zarna builds AI associates for private equity and investment banking, focused on middle market M&A. Its agents take over the administrative front of the deal lifecycle, working inside the Outlook and Teams environment that deal teams already use and writing results into their systems of record such as DealCloud, Salesforce and SharePoint. For private equity firms, the company says its agents screen teasers against an investment thesis as they arrive, redline NDAs, file deals and documents into the CRM and file storage, and prepare a brief before each banker call. For investment banks, the agents write calls, emails and meetings into the CRM, map buyer logs without manual upload, and correct records against data providers. Two named agents are described. Scribe reads full email threads and attachments, fills gaps from PitchBook, other data providers and the open web, and writes structured, sourced data into the CRM. Analyst answers questions across DealCloud, Outlook and SharePoint with sources attached, in Teams, a reply in the inbox or the Zarna workspace. Zarna also publishes an MCP server so that Claude, ChatGPT or a firm's own agent can answer from the same deals and documents, returning only what the asking person could already open. The vendor states it is SOC 2 Type II certified and that client data does not train its agents or underlying models. Pricing is not published. Access is by requesting a demo.