INTRODUCING
Meet your fund team’s
newest team member
An AI agent that works directly inside your fund data. Tell it what you need, and it finds the data, builds the analysis, and refines it with you.
Your fund data,
ready when you ask
RAISE AI is an agent that takes action. It understands your request, draws on your fund, investor, portfolio, and transaction data, builds the report, and adapts it as you go. You make the decisions, and the agent does the legwork.
How RAISE AI Works
From question to decision-ready insight takes four simple steps. RAISE AI handles the data work,
so you can focus on the answer.
Ask what you want to see.
Use natural language to request the information you need, from fund information, metrics, or activity that you want to monitor.
AI builds real-time analytics and reports.
RAISE AI interprets your request, finds the right fund data and create a report or dashboard using the underlying fund data.
Refine and customize.
Adjust the information to fit your needs. Create different dashboards for different users and reporting requirements.
Share decision-ready insights.
Use the dashboard for internal reviews, investor discussions, reporting, and ongoing fund monitoring, with information generated from the same underlying data.
What your new team member brings
RAISE AI joins your fund team as an agent that works directly inside your fund data.
It helps you spend less time compiling and more time making decisions.
On-Demand Reporting
Generate IRR, TVPI, DPI, and NAV reports by fund, vintage, or investor group directly from RAISE data, eliminating manual compilation.
Real-Time Visibility
Access up-to-date insights into fund performance, cash flows, and portfolio movements to support timely decisions.
Flexible Customization
Refine reporting periods, metrics, and layouts through natural-language instructions. Transform reports into dashboards for a consolidated view of fund performance.
Presentation-Ready Reports
Produce polished, distribution-ready reports for internal teams, partners, and LPs, streamlining stakeholder communication.
Less process, more progress
RAISE AI takes care of finding the data and building the reports, so your team can focus on the decisions that move your funds forward.
Every insight comes from the same underlying data and is ready to share when you are.
