Private-data AI for Investment Management & Private Equity workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate public markets work without giving up control of sensitive data.
Your AI-powered public markets assistant
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Understanding the challenge and providing AI-powered solutions
Public equity investors struggle to identify opportunities and risks across thousands of securities while managing sector exposure and market timing. Information overload, correlation shifts, and factor regime changes make it challenging to construct portfolios that deliver consistent alpha across market cycles.
Our Public Equities Decision Intelligence agent processes vast amounts of market data and fundamental analysis to simulate optimal equity selection and portfolio construction. Panorad's outcome simulation identifies high-probability investment opportunities while managing sector concentration and factor exposures.
How Public Equities Decision Intelligence transforms your public markets operations and delivers measurable value
This AI agent streamlines your workflows, automates repetitive tasks, and provides valuable insights from your data to drive better decision-making across your organization.
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. Public Equities Decision Intelligence keeps the interface simple while preserving traceability, permissions, and deployment controls.
"What drove our public markets 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 Investment Management & Private Equity teams without moving sensitive data outside your environment
Bring evidence-linked automation to public markets director workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to long-short equity manager workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to multi-strategy portfolio manager workflows with deployment patterns designed for sensitive data and human review.
See how Public Equities Decision Intelligence fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your public markets team
A tailored walkthrough mapping Public Equities Decision Intelligence 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.