Managing 50+
Portfolio Companies
Marketing | KYCs | Document Generation | e-Sign | Repository
Challenge
Venture capital fund with 50+ portfolio companies was looking to solve:
- Centralised repositories of information
- Single source of truth
- Creating standardised error free 1 pager updates on portfolio companies for LPs
- Manage captable information of portfolio companies
Solution
Easy upload of information and documents
Customised fields to be extracted for each portfolio company
AI Agents to analyse and summarise documents
AI Agent to generate Editable company reports for LP / GP reviews in customized template
Smart dashboards for ease of review
Easy upload of information and documents
Customised fields to be extracted for each portfolio company
AI Agents to analyse and summarise documents
AI Agent to generate Editable company reports for LP / GP reviews in customized template