Introducing Associate AI: in-platform AI assistant that can answer questions, crunch numbers, generate visualizations and reports with simple prompts.

It’s fast, it’s secure, it has full context on your portfolio and access to every metric that your fund captures.

What can it do?

Answer questions instantly, that would take an analyst a few hours

Create bespoke visualizations, that would require dedicated BI tools

Generate first-cut memos & reports in mins, that take weeks to pull together

Understand the story hidden in documents