Revolutionary AI for Fund of Funds excellence
Experience the future of portfolio management automation. Upload data, ask questions, and get instant AI-powered insights.
Your AI-powered portfolio management assistant
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Understanding the challenge and providing AI-powered solutions
Fund-of-funds teams juggle capital calls from dozens of managers. Without a clear forecast they either hold too much cash, hurting returns, or scramble to meet calls and burn credibility.
Models capital calls, distributions, and re-commitments using each GP's history plus macro scenarios so allocators size liquidity correctly and stay on allocation targets.
How Capital Call Planner transforms your portfolio management operations and delivers measurable value
Runs best, base, and stress views so treasurers know quarter-by-quarter cash needs.
Builds rolling commitment schedules that keep allocation bands on target.
Creates short summaries that explain pacing decisions to investment committees and LPs.
Transform your portfolio management 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 Planner understands your portfolio management context and delivers instant, actionable insights.
"What drove our portfolio management 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 portfolio management context and provides industry-specific insights
Empowering Fund of Funds professionals with intelligent automation and actionable insights
Streamline your portfolio management workflows with AI-powered insights tailored for chief investment officer responsibilities.
Streamline your portfolio management workflows with AI-powered insights tailored for portfolio manager responsibilities.
Streamline your portfolio management workflows with AI-powered insights tailored for liquidity strategist responsibilities.
See how Capital Call Planner revolutionizes your portfolio management operations with AI-powered insights and intelligent automation.
30-minute walkthrough tailored to your portfolio management team
A tailored walkthrough mapping Capital Call Planner 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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