Faster answers for LPs with an AI analyst
Faster answers for LPs with an AI analyst
Faster answers for LPs with an AI analyst
Quickly access data to answer LP questions and showcase your firm's achievements
Quickly access data to answer LP questions and showcase your firm's achievements
Quickly access data to answer LP questions and showcase your firm's achievements
Backed by Y Combinator
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Answers to plain language questions
Access answers without waiting for Fund Ops
Helen Parr
Which company has the highest increase in profits and why?
Process
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Searching through database “portfolio_companies”
Reviewing investor update decks from unstructured sources
Filtered with period fiscal year 2024, period fiscal quarter Q4, and period length LTM
Acme Inc. has had the highest jump of 87% in profits. This is largely due to their investments in using AI to reduce their Opex as cited in their last investor update
Helen Parr
Which company has the highest increase in profits and why?
Process
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Searching through database “portfolio_companies”
Reviewing investor update decks from unstructured sources
Filtered with period fiscal year 2024, period fiscal quarter Q4, and period length LTM
Acme Inc. has had the highest jump of 87% in profits. This is largely due to their investments in using AI to reduce their Opex as cited in their last investor update
Real self-serve answers for ad hoc questions
Directly access portfolio and and fund data, with plain language chat that can accurately answer your questions in real time
Directly access portfolio and and fund data, with plain language chat that can accurately answer your questions in real time
Directly access portfolio and and fund data, with plain language chat that can accurately answer your questions in real time
Fast enough to cut LP meeting prep time from 30 minutes to 5, and find answers for questions during meetings
Fast enough to cut LP meeting prep time from 30 minutes to 5, and find answers for questions during meetings
Fast enough to cut LP meeting prep time from 30 minutes to 5, and find answers for questions during meetings
Access answers from structured data such as portfolio and fund performance metrics, and documents such as board meeting notes and decks
Access answers from structured data such as portfolio and fund performance metrics, and documents such as board meeting notes and decks
Access answers from structured data such as portfolio and fund performance metrics, and documents such as board meeting notes and decks
Customized for your data and your funds
Truly plain language. No query language to learn.
Truly plain language. No query language to learn.
Truly plain language. No query language to learn.
Use internal terminology and acronyms, exactly as you would with a human analyst
Use internal terminology and acronyms, exactly as you would with a human analyst
Use internal terminology and acronyms, exactly as you would with a human analyst
Direct control over custom measures ensures that growth rates, MOIC, TVPI, RVPI and everything else match your firm's reporting conventions
Direct control over custom measures ensures that growth rates, MOIC, TVPI, RVPI and everything else match your firm's reporting conventions
Direct control over custom measures ensures that growth rates, MOIC, TVPI, RVPI and everything else match your firm's reporting conventions
Fund II – All Metrics
Last edited May 29 by Esther
Fund II – Follow on investments
Last edited Jun 06 by Louis
Fund II – Every company, performance
Last edited yesterday by Annie
Fund II – Summary of cash transactions
Last edited May 29 by Esther
Fund II – All Metrics
Last edited May 29 by Esther
Fund II – Follow on investments
Last edited Jun 06 by Louis
Fund II – Every company, performance
Last edited yesterday by Annie
Fund II – Summary of cash transactions
Last edited May 29 by Esther
Process
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Query: when was our most recent investment in stripe?
Retrieved relevant data from the cash_transactions table
Filtered with investment as Stripe
Sorted with transactionDate in descending order
Process
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Query: when was our most recent investment in stripe?
Retrieved relevant data from the cash_transactions table
Filtered with investment as Stripe
Sorted with transactionDate in descending order
Transparent process you can verify yourself
Simple step by step breakdown process make it clear how your question was interpreted, and how it was processed to produce the response
Simple step by step breakdown process make it clear how your question was interpreted, and how it was processed to produce the response
Simple step by step breakdown process make it clear how your question was interpreted, and how it was processed to produce the response
Plain language descriptions make the process clear, without needing to know the details of the data schema
Plain language descriptions make the process clear, without needing to know the details of the data schema
Plain language descriptions make the process clear, without needing to know the details of the data schema
Self-checking ensures reliable answers
Nuanced questions sometimes need additional context to answer fully.
Nuanced questions sometimes need additional context to answer fully.
Nuanced questions sometimes need additional context to answer fully.
When complex questions are asked, the AI analyst offers it's best answer, and allows you to request human review from an internal analyst
When complex questions are asked, the AI analyst offers it's best answer, and allows you to request human review from an internal analyst
When complex questions are asked, the AI analyst offers it's best answer, and allows you to request human review from an internal analyst
Noah Pierre
Any signs of outperformers/breakouts in our portfolio?
Spine AI
Low confidence
Submit to Analyst
Retrieved relevant data from the actual_with_Itm and investment tables
Filtered with period_length as L3M and arr_growth_percent, gross_irr, enterprise_value greater than or equal to their thresholds
Identified breakout companies in the portfolio
Noah Pierre
Any signs of outperformers/breakouts in our portfolio?
Spine AI
Low confidence
Submit to Analyst
Retrieved relevant data from the actual_with_Itm and investment tables
Filtered with period_length as L3M and arr_growth_percent, gross_irr, enterprise_value greater than or equal to their thresholds
Identified breakout companies in the portfolio
Spine integrates seamlessly with the tools you already use
Dynamic dashboards and reports
Custom reporting that captures the full picture and keeps you up to date
Custom reporting that captures the full picture and keeps you up to date
All the context on fund and portfolio performance in one place
Fully customizable reporting makes it possible for the back office and deal teams to pull together all the context to justify their decisions and explain results in one place
Fully customizable reporting makes it possible for the back office and deal teams to pull together all the context to justify their decisions and explain results in one place
Fully customizable reporting makes it possible for the back office and deal teams to pull together all the context to justify their decisions and explain results in one place
Beyond traditional portfolio monitoring. See both performance metrics over time, and the details about company strategy, product updates and market conditions from company updates and other documentation.
Beyond traditional portfolio monitoring. See both performance metrics over time, and the details about company strategy, product updates and market conditions from company updates and other documentation.
Beyond traditional portfolio monitoring. See both performance metrics over time, and the details about company strategy, product updates and market conditions from company updates and other documentation.
Access your firm's notes on performance, valuation and more
Access your firm's notes on performance, valuation and more
Access your firm's notes on performance, valuation and more
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Bespoke reports to craft compelling narratives
Easily build custom reports to deep dive on topics that are of particular interest to specific LPs
Easily build custom reports to deep dive on topics that are of particular interest to specific LPs
Easily build custom reports to deep dive on topics that are of particular interest to specific LPs
Tailor data visualization and insights to align with the preferences and expectations of your investors, ensuring every report is relevant and impactful.
Tailor data visualization and insights to align with the preferences and expectations of your investors, ensuring every report is relevant and impactful.
Tailor data visualization and insights to align with the preferences and expectations of your investors, ensuring every report is relevant and impactful.
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Spend less time chasing answers, and more time strengthening relationships, with an AI analyst.
