Private-data AI for Private Equity workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate treasury & liquidity work without giving up control of sensitive data.
Your AI-powered treasury & liquidity assistant
Drop files here or browse
CSV, Excel, PDF, JSON supported
Powered by enterprise-grade AI • Start chatting to see the magic
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.
Connect the systems your team already runs, keep data in your environment, and bring governed AI into daily operations without a ground-up rebuild.
Give business teams a governed way to interact with documents, records, and workflow context. Capital Call Assistant keeps the interface simple while preserving traceability, permissions, and deployment controls.
"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, trace answers back to source material, and review outputs with clear provenance.
Extract signals from files, correspondence, and enterprise records while keeping metadata and business context intact.
Turn findings into reports, approvals, or next-step workflows without losing ownership of the process.
Retain operational context, security boundaries, and team-specific conventions across each workflow.
Deploy governed automation for Private Equity teams without moving sensitive data outside your environment
Bring evidence-linked automation to treasury director workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to controller workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to chief financial officer workflows with deployment patterns designed for sensitive data and human review.
See how Capital Call Assistant fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your treasury & liquidity team
A tailored walkthrough mapping Capital Call Assistant to your live workflows.
We map the real workflow, stakeholders, and source systems behind your deployment before configuration begins.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.