Deal Sourcing & Due Diligence
AI-assisted market analysis, automated company research, and intelligent due-diligence workflows
Deal screening
due diligence
target analysis
AI for Investment & Asset Management: Better Deals, Faster Decisions
Up to 40% faster due diligence through AI-assisted analysis
Three levers for your investment business
Portfolio Analysis & Reporting
Real-time monitoring, automated reporting, and AI forecasts for better investment decisions
Portfolio monitoring
reporting
early warning systems
Process Automation & Knowledge Management
Intelligent document processing, automated compliance, and centralized deal intelligence
Document AI
compliance
knowledge management
Deal Sourcing & Due Diligence
Identify high-potential targets faster
Deal Sourcing
AI-powered deal sourcing
ML models scan markets, financial data, and news streams to identify targets that match your investment thesis before competitors do.
Due Diligence
Due diligence in hours instead of weeks
AI analyzes financial statements, contracts, and market data automatically. Red flags are identified immediately and key metrics extracted and structured.
Decision Quality
Data-backed investment decisions
Every analysis is transparently documented. AI provides scoring and risk assessment as decision support, not a replacement for your expertise.
Portfolio Analysis & Reporting
Full portfolio visibility in real time
Monitoring
Automated portfolio monitoring
AI aggregates portfolio financials, KPIs, and market developments into a clear, always-current view without manual consolidation.
Early Warning
Early warning system for risks
ML models detect negative trends early, from margin pressure to market shifts, and alert your team before issues become critical.
Reporting
Investor reporting at the push of a button
Automated quarterly reports, performance dashboards, and LP reports delivered consistently in a fraction of the time.
Process Automation & Knowledge Management
Less admin, more deals
Document AI
Intelligent document processing
AI reads and understands NDAs, term sheets, contracts, and financial statements, extracting key information and checking completeness.
Knowledge Management
Deal knowledge base
Every deal, analysis, and decision is centrally stored and instantly retrievable through AI search. Institutional memory that lasts.
Compliance
Automated compliance workflows
Regulatory checks, AML screening, and reporting obligations are automated and documented instead of manual and error-prone.
Results that matter
-40%due-diligence time reduction through AI-assisted analysis
3xmore targets identified in screening
60%less manual reporting effort
8 mo.to return on investment
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