AI-parsed board decks and updates
Forward a board deck, CFO email, or call notes. AI extracts every KPI and maps it to the portfolio company.
Structured requests, zero friction
Trigger quarterly KPI requests to any portfolio company. Custom fields, fiscal year harmonization, and cap table uploads all in one form.
Every source compared automatically
Board deck says one thing. The KPI form says another. Our reconciliation agent flags discrepancies across sources so you never report stale data.
Multiple sources. One source of truth. Zero guesswork.
Board decks, KPI forms, and email updates — reconciled automatically. Discrepancies surface instantly.
