Private-data AI for Fund of Funds workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate portfolio management work without giving up control of sensitive data.
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.
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 Planner keeps the interface simple while preserving traceability, permissions, and deployment controls.
"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, 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 Fund of Funds teams without moving sensitive data outside your environment
Bring evidence-linked automation to chief investment officer workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to portfolio manager workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to liquidity strategist workflows with deployment patterns designed for sensitive data and human review.
See how Capital Call Planner fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your portfolio management team
A tailored walkthrough mapping Capital Call Planner 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.