Overview

AIP Portfolio Manager for Private Equity offers a sophisticated integration framework that consolidates disparate data sources into a cohesive Ontology, tailored for the private equity sector. This includes CRMs, financial databases like Preqin, as well as third-party and open-source data.

By transforming inconsistent data formats into a standardized private equity Ontology, AIP ensures that firms can navigate their individual investment landscape with precision and ease. The platform’s intuitive front-end is customizable to meet the unique business needs of each firm, enabling the creation of highly personalized output artifacts. For example, tear sheets, analyses for driving internal portfolio rebalancing, reports to share with Limited Partners, and more.

Features

• AI Data Management & Integration: Leverage AIP’s ability to rapidly integrate and normalize data from a multitude of sources, ensuring high data quality with built-in validation and governance controls. Gen AI data extraction techniques are employed to minimize inconsistencies and validate information.
• Comprehensive Investment Ontology: Craft a dynamic and adaptable data framework for robust portfolio monitoring, analytics, and reporting, accessible both within the platform and externally, such as through Excel or other systems. Fine-tuned permission settings facilitate effective cross-functional data collaboration.
• Tailored AI-Driven Applications: Deploy customizable workflows ranging from automated proactive reporting to sophisticated disclosure management and memo creation. These applications are designed for one-click deployment and can be easily tailored to general partners' (GPs) specific needs or directly provided to limited partners (LPs) through bespoke interfaces.
• Versatile Modelling & Analytics: Empower users with low-code tools to develop new metrics, ratios, forecasts, or valuation models. The platform’s flexibility ensures that users can innovate and adapt analytical models to evolving business requirements.