For Private Equity

Analyze mountains of messy data
without the hours of work.

Analyze mountains of messy data
without the hours of work.

One data layer for every number your firm reports

Turn fragmented, unstructured data dumps into clean, auditable numbers. Without any manual work.

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DATA EXTRACTION

From dense documents to clean structured data.

Every number from every document, extracted and mapped to source with 100% accuracy. Metric names, time periods currencies automatically standardized.

INDUSTRY METRICS

Track every KPI that matters

Get deep into contextual, industry-specific metrics, not just the financials.

INDUSTRY METRICS

Track every KPI that matters

Get deep into contextual, industry-specific metrics, not just the financials.

FORECAST TRACKING

See every version of the forecast

Map actuals against underwriting, forecasts, reforecasts, and board commitments.

FORECAST TRACKING

See every version of the forecast

Map actuals against underwriting, forecasts, reforecasts, and board commitments.

SOURCE MAPPING

Trace every number to it's source with one click

Every figure mapped to its exact location in the source document. All changes backed by an audit trail and verified by analysts to ensure 100% accuracy.

SOURCE MAPPING

Trace every number to it's source with one click

Every figure mapped to its exact location in the source document. All changes backed by an audit trail and verified by analysts to ensure 100% accuracy.

ASSOCIATE AI

From raw data to insights in minutes.

Associate AI knows your data. Get answers to questions, generate tearsheets, models and charts with single prompts.

ASSOCIATE AI

From raw data to insights in minutes.

Associate AI knows your data. Get answers to questions, generate tearsheets, models and charts with single prompts.

Frictionless portfolio ops start here.

Frictionless portfolio ops start here.

Frictionless portfolio ops start here.

See how your portfolio looks inside PortfolioIQ.

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