Use Cases
Fundraising
Building a fundraising pipeline that reflects real investor intent
Using AI to identify, prioritise and sequence the investor relationships most likely to convert.
Fundraising
Building a fundraising pipeline that reflects real investor intent
Using AI to identify, prioritise and sequence the investor relationships most likely to convert.
Fundraising
Turning due diligence questionnaires into a process measured in hours
Producing accurate, consistent DDQ and RFP responses without pulling the investment team off deals.
Fundraising
Turning due diligence questionnaires into a process measured in hours
Producing accurate, consistent DDQ and RFP responses without pulling the investment team off deals.
Fundraising
Anticipating investor questions before they are asked
Using data room and engagement intelligence to prepare the partnership for the conversations ahead.
Fundraising
Anticipating investor questions before they are asked
Using data room and engagement intelligence to prepare the partnership for the conversations ahead.
Fundraising
Keeping one fundraising narrative across every document and conversation
Ensuring the story told in the deck, the memorandum, the questionnaire and the meeting is the same story.
Fundraising
Keeping one fundraising narrative across every document and conversation
Ensuring the story told in the deck, the memorandum, the questionnaire and the meeting is the same story.
Investor Relations
Answering investor queries at institutional standard and institutional speed
Giving the investor relations team drafted, sourced and accurate responses within minutes of a query arriving.
Investor Relations
Answering investor queries at institutional standard and institutional speed
Giving the investor relations team drafted, sourced and accurate responses within minutes of a query arriving.
Investor Relations
Producing quarterly reporting without the quarter end scramble
Assembling investor letters, fund reports and portfolio commentary from source data with review built in.
Investor Relations
Producing quarterly reporting without the quarter end scramble
Assembling investor letters, fund reports and portfolio commentary from source data with review built in.
Investor Relations
Making capital calls and distributions clear the first time
Generating accurate notices with investor specific explanation, and handling the questions that follow.
Investor Relations
Making capital calls and distributions clear the first time
Generating accurate notices with investor specific explanation, and handling the questions that follow.
Investor Relations
Onboarding investors without the paperwork bottleneck
Processing subscription documents, verifying data and progressing investors to closed status faster.
Investor Relations
Onboarding investors without the paperwork bottleneck
Processing subscription documents, verifying data and progressing investors to closed status faster.
Finance
Closing the books faster with AI supported reconciliation
Reconciling capital accounts, cash and valuations against source records with exceptions surfaced automatically.
Finance
Closing the books faster with AI supported reconciliation
Reconciling capital accounts, cash and valuations against source records with exceptions surfaced automatically.
Finance
Bringing transparency to management fee and carried interest calculation
Calculating, checking and explaining fee and waterfall outcomes against the governing documents.
Finance
Bringing transparency to management fee and carried interest calculation
Calculating, checking and explaining fee and waterfall outcomes against the governing documents.
Finance
Controlling fund expenses through automated invoice and allocation review
Reviewing every invoice against the partnership agreement before it is charged to the fund.
Finance
Controlling fund expenses through automated invoice and allocation review
Reviewing every invoice against the partnership agreement before it is charged to the fund.
Finance
Collecting portfolio company financials without the chase
Ingesting, normalising and validating portfolio reporting from inconsistent sources into a single data set.
Finance
Collecting portfolio company financials without the chase
Ingesting, normalising and validating portfolio reporting from inconsistent sources into a single data set.
The GP & Executive View
Giving the partnership one answerable view of the firm
Allowing partners to ask questions of fund, investor and portfolio data in plain language and get sourced answers.
The GP & Executive View
Giving the partnership one answerable view of the firm
Allowing partners to ask questions of fund, investor and portfolio data in plain language and get sourced answers.
The GP & Executive View
Preparing investment committee materials that stand up to scrutiny
Assembling diligence findings, comparables and risk analysis into a committee ready memorandum.
The GP & Executive View
Preparing investment committee materials that stand up to scrutiny
Assembling diligence findings, comparables and risk analysis into a committee ready memorandum.
The GP & Executive View
Seeing portfolio problems while they are still small
Monitoring financial, operational and external signals across the portfolio to flag deterioration early.
The GP & Executive View
Seeing portfolio problems while they are still small
Monitoring financial, operational and external signals across the portfolio to flag deterioration early.
The GP & Executive View
Preparing for advisory committee and board meetings in hours
Assembling briefing packs, prior commitments and likely questions ahead of every governance meeting.
The GP & Executive View
Preparing for advisory committee and board meetings in hours
Assembling briefing packs, prior commitments and likely questions ahead of every governance meeting.
Compliance
Running investor due diligence and screening at institutional scale
Processing identity, ownership and screening checks with documented reasoning for every decision.
Compliance
Running investor due diligence and screening at institutional scale
Processing identity, ownership and screening checks with documented reasoning for every decision.
Compliance
Meeting regulatory reporting obligations without manual assembly
Assembling regulatory filings from source data with validation applied before submission.
Compliance
Meeting regulatory reporting obligations without manual assembly
Assembling regulatory filings from source data with validation applied before submission.
Compliance
Tracking side letter obligations across the investor base
Extracting, monitoring and evidencing every negotiated commitment made to individual investors.
Compliance
Tracking side letter obligations across the investor base
Extracting, monitoring and evidencing every negotiated commitment made to individual investors.
Compliance
Governing the use of AI in a regulated fund business
Establishing the controls, audit trail and assurance evidence that make AI adoption defensible.
Compliance
Governing the use of AI in a regulated fund business
Establishing the controls, audit trail and assurance evidence that make AI adoption defensible.
