Revolutionary AI for Private Equity excellence
Experience the future of compliance automation. Upload data, ask questions, and get instant AI-powered insights.
Your AI-powered compliance assistant
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Understanding the challenge and providing AI-powered solutions
The SEC’s preferential treatment rule demands detailed disclosures of side letters, but many firms still rely on static spreadsheets that miss conflicts or deadlines.
Catalogs side letter clauses, maps equal treatment obligations, and alerts teams to disclosure or consent requirements before they lapse.
How Preferential Terms Tracker transforms your compliance operations and delivers measurable value
Stores preferential terms with tagging for liquidity, fees, reporting, and co-invest rights.
Schedules required notifications and approvals tied to each investor class.
Generates regulator-ready logs showing how obligations were fulfilled.
Transform your compliance operations with conversational AI that understands your business context
Transform complex data queries into simple conversations. No SQL, no technical training, no complex dashboards. Preferential Terms Tracker understands your compliance context and delivers instant, actionable insights.
"What drove our compliance 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 compliance context and provides industry-specific insights
Empowering Private Equity professionals with intelligent automation and actionable insights
Streamline your compliance workflows with AI-powered insights tailored for chief compliance officer responsibilities.
Streamline your compliance workflows with AI-powered insights tailored for general counsel responsibilities.
Streamline your compliance workflows with AI-powered insights tailored for investor relations director responsibilities.
See how Preferential Terms Tracker revolutionizes your compliance operations with AI-powered insights and intelligent automation.
30-minute walkthrough tailored to your compliance team
A tailored walkthrough mapping Preferential Terms Tracker 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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