Revolutionary AI for Private Equity excellence
Experience the future of treasury & liquidity automation. Upload data, ask questions, and get instant AI-powered insights.
Your AI-powered treasury & liquidity assistant
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Understanding the challenge and providing AI-powered solutions
Funding capital calls still relies on manual spreadsheets, leaving teams reactive when multiple GPs draw at once or markets move.
Forecasts upcoming calls, maps coverage plans by account, and recommends financing or pacing adjustments when cash buffers fall short.
How Capital Call Assistant transforms your treasury & liquidity operations and delivers measurable value
Aggregates GP notices, historical pacing, and macro triggers into a daily funding outlook.
Suggests which accounts, credit lines, or rebalancing moves to use when calls bunch together.
Warns treasury teams when buffers drop below thresholds or when approvals lag.
Transform your treasury & liquidity operations with conversational AI that understands your business context
Transform complex data queries into simple conversations. No SQL, no technical training, no complex dashboards. Capital Call Assistant understands your treasury & liquidity context and delivers instant, actionable insights.
"What drove our treasury & liquidity performance last quarter?"
Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.
Ask follow-up questions, drill down into details, and explore data naturally through conversation
Auto-generates charts, tables, and interactive dashboards perfectly tailored to your questions
Export insights as reports, presentations, or embed live dashboards anywhere in your workflow
Remembers your treasury & liquidity context and provides industry-specific insights
Empowering Private Equity professionals with intelligent automation and actionable insights
Streamline your treasury & liquidity workflows with AI-powered insights tailored for treasury director responsibilities.
Streamline your treasury & liquidity workflows with AI-powered insights tailored for controller responsibilities.
Streamline your treasury & liquidity workflows with AI-powered insights tailored for chief financial officer responsibilities.
See how Capital Call Assistant revolutionizes your treasury & liquidity operations with AI-powered insights and intelligent automation.
30-minute walkthrough tailored to your treasury & liquidity team
A tailored walkthrough mapping Capital Call Assistant to your live workflows.
We map your investor update or IC workflow and configure benchmarks in-session.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.
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