No templates. No portals. No logins. Portfolio companies forward the same updates they already send.
Companies send exactly what they already create. There's nothing new to do.
AI handles all follow-ups automatically. Your team focuses on analysis, not data entry.
See results in minutes. No lengthy implementation required.
Portfolio companies CC the same investor updates they already send. Any format—PDF, Excel, PowerPoint, or email body.
Our AI teammate reads every document, extracts your metrics, and automatically drafts follow-up emails for missing data.
Review extracted metrics with source links. Approve follow-ups. Export to Excel or your existing tools.