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
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
Semi-liquid evergreen funds aimed at retail investors promise periodic liquidity, but treasury teams still stitch together spreadsheets to track flows. When redemption windows spike or 401(k) policies change, they struggle to prove liquidity coverage and reassure regulators and LPs that cash is available without forced asset sales.
Aggregates subscriptions, redemption requests, facility usage, and portfolio cashflows into one workspace, applies stress tests against policy shocks, and generates transparency packs that explain liquidity coverage before windows open.
How Evergreen Liquidity Risk Monitor transforms your treasury & liquidity operations and delivers measurable value
Consolidates subscriptions, redemptions, and transfer requests from 401(k) platforms and wealth channels in real time.
Runs stress cases on cash buffers, subscription credit lines, and gating rules so teams know coverage before a window opens.
Monitors regulatory moves and media sentiment, warning teams when messaging or liquidity terms need adjustment.
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. Evergreen Liquidity Risk Monitor 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 evergreen fund manager responsibilities.
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 investor relations lead responsibilities.
See how Evergreen Liquidity Risk Monitor 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 Evergreen Liquidity Risk Monitor 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.
Private Equity | Finance & Valuation
GP-led continuation vehicles are more common, but LPs push back when valuations and fairness opinions aren’t clearly sup...
Private Equity | Fund Operations
ILPA's 2025 reporting template expands expense categories and feeder disclosures, but most funds still wrangle spreadshe...
Private Equity | Treasury & Liquidity
Growing reliance on subscription credit lines obscures real leverage and IRR impact. LPs now ask for detailed utilizatio...