A comprehensive roadmap to transform our portfolio platform into an AI-powered intelligence system that proactively surfaces insights, risks, and opportunities.
Correct fund names, vintages, categories, and metric values flagged in business feedback.
Add Total Cost, NAV, and Distributions to the portfolio summary view.
Metric toggle (MOIC/IRR/DPI) and category filter chips for fund lists.
Toggle between Portfolio-only and Portfolio+Web with synthesized, sourced answers.
Market Position, Risk Radar, Competitive Intel, Scenario Lab, LP Reporting, and more.
Cross-fund overlap detection, same-sector comparisons, business descriptions.
Living feed mixing [NEWS] external events and [REPORT] AI-generated insights.
Context-aware chat bubble on every page with Portfolio/Web toggle.
Template builder for auto-generated reports. "Weekly Winners every Monday 9 AM."
Screenshot any view and ask AI to explain charts or validate numbers.
Global toggle transforms display into editable fields. Fix data inline with AI validation.
Simulate market crashes, model exit scenarios, calculate required multiples.
We're not building another dashboard. We're creating an intelligence layer that thinks, watches, and acts on behalf of portfolio managers.
AI monitors 24/7, surfacing risks and opportunities before you ask.
One query searches your data and the market simultaneously.
Point at any chart. AI explains what you're seeing.
Users fix mistakes inline. No developer tickets required.