Private-data AI for Private Equity workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate portfolio strategy work without giving up control of sensitive data.
Your AI-powered portfolio strategy 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
LPs now request downside cash flow scenarios before approving new commitments, but most funds still model contributions and distributions in spreadsheets that miss shocks like delayed exits or capital call surges.
Simulates historical and custom stress scenarios across private fund portfolios, projects capital calls, distributions, and liquidity gaps, and exports LP-ready stress packs.
How Liquidity Stress Tester transforms your portfolio strategy operations and delivers measurable value
Replays historic crises, rate shocks, and distribution delays to see cash impacts across funds.
Highlights quarters where capital calls exceed reserves and suggests pacing adjustments.
Produces charts and talking points that explain methodology, assumptions, and liquidity coverage.
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. Liquidity Stress Tester keeps the interface simple while preserving traceability, permissions, and deployment controls.
"What drove our portfolio strategy 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 chief investment officer workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to portfolio strategy lead workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to treasury director workflows with deployment patterns designed for sensitive data and human review.
See how Liquidity Stress Tester fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your portfolio strategy team
A tailored walkthrough mapping Liquidity Stress Tester 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.