Investment Analysis AI
Autonomous data gathering, reconciliation and analysis across every system of record
Automatic Workbook
Zero-touch
Assembled by AI overnight
Data Gathering
−0%
vs. previous manual process
One Unified Dataset
1 canonical
10 sources → 1 golden record
Source Traceability
0%
Every cell links back to raw
Connected Systems
10 live connectors · 84,922 records under management
BL
Bloomberg Terminal
Market Data
12,804 records142ms
PI
PitchBook
Market Data
4,216 records384ms
MO
Morningstar Direct
Market Data
2,842 records210ms
IN
Internal Investment Platform
Investment Platform
32,014 records68ms
PO
Portfolio Database
Investment Platform
8,942 records42ms
EX
Excel Workbooks (SharePoint)
Data Room
2,012 records812ms
SH
SharePoint Document Library
Data Room
12,814 records610ms
EM
Email (Exchange Online)
Collaboration
4,214 records340ms
LE
Legacy Mainframe (COBOL/DB2)
Legacy
1,802 records1240ms
CU
Custodian Bank Feeds
Bank
6,142 records480ms
Data Assembly Pipeline
Every step is logged with source, transformation and lineage
Connecting
0%
Fetching Data
0%
Reconciling
0%
Normalising
0%
Removing Duplicates
0%
Calculating Metrics
0%
Building Workbook
0%
Reconciliation
Source A (Portfolio DB) vs Source B (Custodian)
Matched Records12,804
Exceptions214
Missing (Source A)348
Missing (Source B)84
Auto-Resolved84
Reconciliation Detail
0 of 10 rows reconciled
| Position | Source A | Source B | Delta | Status |
|---|---|---|---|---|
| Aurora Robotics Series D | $12,400,000 | $12,400,000 | — | |
| Kestrel AI Series B | $4,800,000 | $4,800,000 | — | |
| Vantage Cyber Series C | $8,100,000 | $8,100,000 | — | |
| Ridge Wind Farm | $6,400,000 | $6,412,000 | $12,000 | |
| Nova Grid Partners C | $3,400,000 | $3,400,000 | — | |
| Trellis Semiconductors | $2,800,000 | $0 | -$2,800,000 | |
| Meridian Water Ltd | $5,100,000 | $5,100,000 | — | |
| Elysian Health | $4,240,000 | $4,240,000 | — | |
| Halcyon SaaS Group | $0 | $1,800,000 | $1,800,000 | |
| Northline Logistics | $7,900,000 | $7,912,400 | $12,400 |