Data and AI Solutions, Custom Fit for Private Capital.
We apply artificial intelligence and traditional machine learning to enhance deal origination, investment analysis, and portfolio management—automating everything from CIM parsing and financial modeling, to real-time covenant tracking and investor reporting.
The Result
Greater deal capacity, reduced operational risk, and the freedom for your team to focus on the highest-impact work.
We bring a full-stack data capability to our partners.
Data Engineering
Breaking Down Information Silos
Building the pipes and architecture that connect your world. We create ETL pipelines from your existing tooling, databases, and spreadsheets into a secure central data warehouse. The result is a unified source of truth, designed for scalability, security and minimal maintenance.
Analytics
Telling Stories with Numbers
No more monstrous Excel models with 50 tabs. We implement dynamic dashboards and interactive reports that replace manual aggregation. Your key metrics – fund performance, portfolio company KPIs, market trends – all update in real-time on a single pane of glass.
Internal Applications
Optimizing Workflows
When off-the-shelf software doesn’t cut it, we build what you need. Think custom mini-ERPs for your fund operations, deal tracking systems, or bespoke integrations. These internal tools streamline unique processes, automating workflows that used to be handled via email and endless meetings.
Enterprise AI
Augmenting Humans and Operations Optimizing Workflows
We layer intelligence on top of your clean data. This can mean automation for client services to answer investor queries, predictive models that flag risks and opportunities, or even natural language interfaces to query your data and filesystem. It’s AI, but always grounded in your business context.