Ryan J. Kaplan

Founder & CEO
Palingenix Equity
Lower Middle Market Private Equity
Business Services & Industrials · Thematic Investing
Miami |

[Ryan J. Kaplan @rkaplan15]

The game has changed. That’s why we’re putting AI into private equity every day. #pAIe

[Ryan J. Kaplan @rkaplan15]

I asked our Palingenix virtual Industry Specialist — Thomas Mercer (with a fictiontional 18 years at Bain) — to run a market study on a deal I’m screening.

[Ryan J. Kaplan @rkaplan15]

It also laid out exactly how to test that hypothesis in diligence - proclaiming the need to "trust but verify" the findings. That’s not just analysis, that’s judgment. Delivered overnight at the cost of a monthly subscription.

[Ryan J. Kaplan @rkaplan15]

At midnight, I gave him a simple prompt: founder-owned business in a cyclical end market, revenue down meaningfully — is this a trough or share loss? Then I went to sleep.

[Ryan J. Kaplan @rkaplan15]

Thomas is responsible for market size and growth, competitive positioning, regional dynamics, demand drivers, and ultimately answering whether a business is structurally advantaged or fighting the tide.

[Ryan J. Kaplan @rkaplan15]

As we build Palingenix, we’re putting AI into PE in everything we do.
#pAIe #PrivateEquity #AI #DueDiligence #DealFlow #Palingenix

[Ryan J. Kaplan @rkaplan15]

This week AI saved me from one of the most painful parts of diligence: a messy Excel file.

We received a dataset that looked like this:

3 tabs
~1,000+ rows each
Every employee who had worked for a company over the past 3 years

No summary. No analysis. Just raw data.

[Ryan J. Kaplan @rkaplan15]

Claude proactively created:
• Turnover summary by location
• Trend column (improving, stable, rising)
• Average tenure at termination
• Reasons for turnover
• “Key Insights & Alerts” highlighting problem areas and improvements

[Ryan J. Kaplan @rkaplan15]

No pivot tables. No formulas. No manual cleanup. Just a clean, decision-ready output. This is where AI is incredibly powerful in private equity. Not replacing analysis — but accelerating the path from raw data → insight.

[Ryan J. Kaplan @rkaplan15]

We're putting the AI into PE in every way we can.

#pAIe

[Ryan J. Kaplan @rkaplan15]

Last week we automated one of the most repetitive tasks in private equity: NDA review.

Instead of manually marking up every NDA, we built a simple AI workflow.

Result: 30 minutes ➝ ~2 minutes.

Here’s how it works 👇

[Ryan J. Kaplan @rkaplan15]

AI is an incredibly powerful at removing friction from high-volume workflows like:

• NDAs
• CIM ingestion
• Data Rooms
• First-pass financial analysis

As we build Palingenix, we're documenting how AI can be integrated into private equity.

[Ryan J. Kaplan @rkaplan15]

Step 1: Upload NDA standards
Step 2: Upload the counterparty NDA
Step 3: AI produces a clean redline
Step 4: Formatting stays intact
Step 5: AI summarizes key changes + risk items

[Ryan J. Kaplan @rkaplan15]

@michaelshafrir I’ve always said we shouldn’t hire Associates. We should hire VPs that start as Associates. Truer words never spoken today.

[Ryan J. Kaplan @rkaplan15]

We are building an all AI everything lower middle market PE firm. Last week was all about Claude making Excel easier. Maybe next week it’s Chat GPT’s new version. Never been a better time to reinvent the PE model from the AI ground up. #lowermiddlemarket #privateequity #AIinPE

[Sam Altman @sama]

GPT-5.4 is really good at spreadsheets; a few finance people have finally said things to me like "huh I guess this AI thing is real"

[Palingenix Equity @palingenix]

Announcing the launch of Palingenix Equity.

Miami-based private equity firm focused on:

• Experiences
• Targeted Marketing
• Critical Logistics
• Essential Spend

Investing in $2–12M EBITDA businesses where complexity creates opportunity.

🔗 https://t.co/dm0T1KGJWr