Slow Post-Close Integration
A newly acquired company runs on its own disconnected systems. It typically takes months before the fund gets a clean, reliable data feed.
QuaerisAI for Private Equity
Your portfolio company's data, working for you immediately.
Governed agentic analytics for PE operating partners. Connect to a newly acquired company's systems in days, not months, and start asking questions the moment the deal closes — no migration, no waiting on their IT team.
- Connected in days, not months
- Read-only, nothing to migrate
- Certified EBITDA definitions
Connects to any data source - warehouses, databases & spreadsheets
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You closed the deal. Now you're waiting on the data.
Every add-on acquisition brings its own systems, its own chart of accounts, and its own reporting timeline. Value creation can't start until the numbers do.
Inconsistent Add-On Reporting
Each bolt-on acquisition brings its own chart of accounts and reporting cadence, making a consolidated KPI view a manual exercise every cycle.
EBITDA Bridge Built by Hand
Monthly add-backs and run-rate adjustments get reconciled in spreadsheets, pulled from portfolio companies that don't calculate them the same way.
Board Deck Fire Drills
The week before every board meeting turns into a scramble to assemble the reporting package from scratch.
Value Creation Plan Blind Spots
100-day initiatives get tracked in spreadsheets scattered across the portfolio, making it hard to see which ones are actually on track.
From close to KPI dashboard, in days.
Autonomous agents connect to a portfolio company's existing systems and start answering questions immediately — no migration, no waiting on their IT team.
100-Day Onboarding
Connect to a newly acquired company's accounting and ERP systems in days, read-only, with nothing to migrate and nothing for their team to build.
- Works with QuickBooks, NetSuite, Sage Intacct, and Excel
- No data warehouse rebuild before you get answers
- Portfolio company IT involvement measured in hours, not weeks
EBITDA & Value Creation Tracking
Certified definitions for add-backs, run-rate adjustments, and synergy tracking, applied the same way across every portfolio company.
- One certified EBITDA bridge, not one per company
- 100-day initiatives tracked against plan, not a spreadsheet
- Every figure traces back to its source ledger entry
Board-Ready Reporting
The monthly board package draws from the same governed data operating partners already query, so it assembles itself instead of getting rebuilt from scratch.
- No pre-board-meeting scramble
- Consistent KPI definitions from month to month
- Ask a follow-up question directly, no analyst round-trip
Multi-Entity Roll-Up
Consolidate KPIs across bolt-on acquisitions with different charts of accounts into a single certified view, without forcing every company onto one system first.
- Certified mapping between each company's accounts and one KPI set
- Platform-level and entity-level views from the same data
- New add-ons join the roll-up without a re-platforming project
Security & Governance
Portfolio company data stays inside its own perimeter.
A newly acquired company's data is sensitive to the company and to the fund. QuaerisAI reads it in place and runs where it already lives.
Reads data in place — no central warehouse migration required
Deploy on-prem or inside your own VPC at the portfolio company level
Bring your own model (BYOM) — choose which LLM powers the underlying analysis
Connects to structured and unstructured portfolio company data without copying it out
We used to lose the first two months after every close waiting for the new company's data to catch up. Now we have a KPI dashboard before the ink is dry.
FAQ
Questions, answered.
Software with autonomous AI agents that answer plain-English questions about a portfolio company's financials and operations, grounded in certified definitions, without requiring a data warehouse migration before you get answers.