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Co-Investments AI Agent

Co-Investment Manager

Revolutionary AI for Private Equity excellence

Experience the future of co-investments automation. Upload data, ask questions, and get instant AI-powered insights.

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Co-Investment Manager

Your AI-powered co-investments assistant

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Challenge & Solution

Understanding the challenge and providing AI-powered solutions

Challenge

LP appetite for co-investments keeps rising, yet deal teams still track allocations and rights manually, creating conflicts and slow responses to GP opportunities.

Impact: Reduced Efficiency & Growth

Solution

Centralizes co-investment pipeline, tracks rights, models fee and carry impacts, and packages proposals for investment committees fast.

Result: Enhanced Performance & ROI
Business Impact

Key Benefits

How Co-Investment Manager transforms your co-investments operations and delivers measurable value

1

Rights tracker

Logs MFN, first-look, and allocation rights by fund so teams know which deals to pursue.

2

Economics modeller

Calculates fee, carry, and dilution impacts under multiple structures.

3

IC briefing kits

Produces diligence summaries, timelines, and capital schedules for rapid approvals.

How It Works

Effortless AI Integration

Transform your co-investments operations with conversational AI that understands your business context

Natural Language Interface

Transform complex data queries into simple conversations. No SQL, no technical training, no complex dashboards. Co-Investment Manager understands your co-investments context and delivers instant, actionable insights.

Live Conversation Example:

"What drove our co-investments performance last quarter?"

Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.

Key Capabilities:

Conversational Intelligence

Ask follow-up questions, drill down into details, and explore data naturally through conversation

Smart Visualizations

Auto-generates charts, tables, and interactive dashboards perfectly tailored to your questions

Instant Sharing

Export insights as reports, presentations, or embed live dashboards anywhere in your workflow

Context Understanding

Remembers your co-investments context and provides industry-specific insights

Designed For Enterprise Leaders

Who Benefits Most

Empowering Private Equity professionals with intelligent automation and actionable insights

Co-Investment Head

Streamline your co-investments workflows with AI-powered insights tailored for co-investment head responsibilities.

Strategic decision automation
Real-time performance monitoring
Risk assessment & mitigation
1

Chief Investment Officer

Streamline your co-investments workflows with AI-powered insights tailored for chief investment officer responsibilities.

Predictive analytics & forecasting
Advanced data visualization
Custom reporting dashboards
2

Portfolio Manager

Streamline your co-investments workflows with AI-powered insights tailored for portfolio manager responsibilities.

Process optimization & efficiency
Intelligent workflow automation
Cross-platform integration
3
Co-Investments AI Specialist

Ready to Transform Your Business?

See how Co-Investment Manager revolutionizes your co-investments operations with AI-powered insights and intelligent automation.

Schedule Your Free Demo

30-minute walkthrough tailored to your co-investments team

We’ll follow up within one business day.

What You’ll Get

A tailored walkthrough mapping Co-Investment Manager to your live workflows.

ICP-grade playbooks

We map your investor update or IC workflow and configure benchmarks in-session.

In-tenant deployment path

Security review packet, SOC 2 controls, and sample tenant architecture.

Platform success crew

Dedicated RevOps + AI engineer to instrument signals and measure ROI.

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