A Canadian private equity firm was bottlenecked on partner availability for NDA review. Every incoming teaser stalled until the partner could redline the NDA personally — the firm's most strategic resource consumed by a scaled, pattern-based task at the front of the diligence cycle. The deal pipeline paid the price.
We deployed an NDA Review Agent inside the firm's secure Claude environment, trained on its NDA reference corpus and the partner's negotiated positions. The agent runs clause-by-clause contract analytics against the firm's standard positions and outputs a tracked-changes Word mark-up in house style — ready for partner review in minutes. Associates invoke the skill on incoming NDAs without touching code or prompts. A 30-day calibration loop folds the partner's edits back into the reference set after every live deal, converging the agent's output on the partner's voice over time.
First-pass mark-ups now match the partner's preferred positions on the majority of material clauses, and the partner's per-NDA review compresses from a full read-and-redline to a quick approval pass — targeting 50% partner time saved on every NDA. The agent stands as the firm's entry point into a broader AI-enabled diligence stack: CIM triage, IC memo drafting, and portfolio reporting on the roadmap.