Chasing Portfolio-Company CFOs
The first weeks of every reporting cycle disappear into emails and calls collecting numbers from portfolio-company finance teams that each run different systems.
QuaerisAI for Private Capital
Fund-level visibility — without chasing the numbers.
Governed agentic analytics for private equity, private credit, and infrastructure funds. Autonomous agents answer plain-English questions across your portfolio companies and fund systems, consolidating structured and unstructured data without chasing portfolio-company CFOs.
24Portfolio companies, one view
Self-updatingFund-level visibility
ZeroCFO chasing
The Private Capital Challenge
You manage capital across a portfolio. You're still assembling the picture by hand.
Fragmented Fund & Portfolio Data
Portfolio companies sit on Snowflake, BigQuery, SAP, Oracle, and Salesforce while fund records live elsewhere — no single place consolidates them.
Manual LP Reporting
Quarterly LP packs are rebuilt by hand from spreadsheets and management accounts, consuming senior time and leaving room for version drift.
Slow Deal Diligence
CIMs, management accounts, and target financials have to be read and reconciled against warehouse data manually before the team can size a deal.
Stale Portfolio Monitoring
By the time fund-level metrics are consolidated, the view is already dated — risks and underperformance surface too late to act on.
Built for Private Capital
From deal diligence to LP reporting. Autonomous agents do the consolidation for you.
Portfolio Monitoring Across Every Company
QuaerisAI agents connect directly to each portfolio company's systems and roll the numbers up to a self-updating, fund-level view — so you see performance across all 24 portfolio companies without waiting on anyone.
- Self-updating fund-level visibility across the whole portfolio
- Plain-English questions answered without chasing CFOs
- Consolidation happens automatically, not at quarter-end
LP Reporting Automation
Agents pull from portfolio-company systems, fund records, and management accounts to assemble the numbers behind LP packs — including metrics like DPI — so reporting cycles start from consolidated data instead of a blank spreadsheet.
- Fund metrics like DPI consolidated directly from source
- Structured systems and document data brought together
- Less manual rebuilding, less version drift
Deal Analytics & Due Diligence
Ask questions across CIMs, management accounts, and target financials alongside your warehouse data. Agents read documents and structured data together so the diligence picture comes together faster.
- CIMs and management accounts analyzed alongside warehouse data
- Structured and unstructured sources queried in one answer
- Faster path from raw materials to a deal view
Private Equity & Private Credit Together
Whether you run private equity, private credit, or infrastructure strategies, QuaerisAI connects to the same broad set of fund and portfolio systems and answers plain-English questions across them.
- One approach across PE, private credit, and infrastructure
- Connects to Snowflake, BigQuery, Redshift, Databricks, and Synapse
- SAP, Oracle, Salesforce, and SharePoint included
Security & Governance
Your fund and portfolio data stays inside your perimeter.
Private capital data is sensitive across both the fund and its portfolio companies. QuaerisAI reads data in place and runs where you need it to.
Reads data in place — no central warehouse migration required
Deploy on-prem or inside your own VPC; data stays in your environment
Bring your own model (BYOM) — choose the underlying AI model
Connects to structured systems and documents without copying data out
I used to spend the first two weeks of every month chasing portfolio company CFOs for numbers. QuaerisAI connects directly to the data and gives me fund-level visibility without the chase.
FAQ
Questions, answered.
Agentic analytics for private capital is software where autonomous agents — not static dashboards — answer plain-English questions across your portfolio companies and fund systems. Where traditional BI requires someone to model the data and build a report in advance, QuaerisAI's agents plan and execute the analysis at query time, consolidating data across systems on their own. For private equity, private credit, and infrastructure funds, that means asking a question and getting a governed answer rather than waiting on a dashboard build or a data team.
Bring governed AI analytics to your portfolio.
Stop chasing portfolio-company CFOs. Connect QuaerisAI directly to your fund and portfolio data for self-updating, fund-level visibility — across private equity, private credit, and infrastructure.