Zarna
AI associates for private equity and investment banking firms handling middle-market M&A.
Zarna is an AI agent platform for middle-market M&A firms that automates data entry, research, and knowledge retrieval across existing tools. Agents read email threads, attachments, and data providers, then write structured results into CRM and file storage, keeping systems of record current without manual input.
The platform includes Scribe, which handles data entry by reading email threads and attachments, consulting data providers like PitchBook, and writing sourced results into CRM and file storage. Analyst answers questions across DealCloud, Outlook, and SharePoint with cited sources, responding in Teams, email, or the Zarna workspace. An MCP server lets external assistants such as Claude or ChatGPT query firm data directly from the source, with access rules applied per query. The system is model-agnostic and integrates with email, calendar, chat, market data, CRM, data rooms, and workflow tools.
Zarna is built for private equity firms and investment banks. It can be deployed in a firm's own VPC or on-premises, with single-tenant isolation, SSO, role-based access, and bring-your-own-key encryption options. The platform is SOC 2 Type II certified and aligned with ISO 27001, GDPR, and CCPA.
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