Portfolio Intelligence

An AI that knows your portfolio as well as you do.

Ask questions in natural language. Get instant answers with citations. Derek analyzes your entire portfolio so you do not have to.

The Problem

By the time you answer, the question has changed.

The board asks "What is our SaaS concentration?" and you spend 3 days in Excel. By the time you have the answer, they have moved on to the next question.

Manual Analysis

Every question requires a new Excel workbook. Filter, pivot, formula, check. Hours of work for a single insight.

No Early Warnings

Company runway dropped to 6 months. You found out at the board meeting. Too late to help.

No Benchmarks

Is your Fund II TVPI good for vintage 2021? You think so, but you are not sure. Neither are your LPs.

The Solution

Intelligence that works at the speed of questions.

Derek analyzes your entire portfolio continuously. Ask any question, get an instant answer. Spot issues before they become problems.

Cross-Fund Analytics

KPI dashboards across all funds, all companies. Sort by MOIC, sector, vintage, or any dimension. One view across your entire portfolio.

AI Chat

Ask questions in natural language. "Which Fund II companies grew ARR 50%+ last year?" — instant answer with citations to your actual data.

Peer Benchmarks

Fund TVPI, DPI, and IRR plotted against vintage year peers. Cambridge Associates-style quartile positioning. Know where you stand.

Concentration Analysis

Sector, geography, and instrument-type breakdowns across your entire portfolio. Spot concentration risk before your LPs do.

AI Alerts

Derek flags material changes — ARR spikes, runway concerns, MOIC jumps — before your next IC meeting. Proactive insights, not reactive scrambles.

How It Works

From raw data to actionable intelligence.

1

Continuous Sync

Derek ingests data from all your sources — Carta, company reports, your trackers. Always current, always complete.

2

AI Analysis

Derek analyzes trends, calculates benchmarks, and monitors for material changes. The math happens automatically.

3

Instant Answers

Ask any question, get an answer with citations. Or let Derek surface insights proactively via alerts.

AI Chat

Ask anything about your portfolio.

Natural language queries, instant answers, full citations. Derek understands your fund structure, company data, and performance history.

Which Fund II companies grew ARR 50%+ last year?
3 companies in Fund II grew ARR 50%+ YoY:

Acme Labs — $4.2M to $7.1M (+69%)
DataFlow — $2.8M to $4.5M (+61%)
CloudSync — $1.5M to $2.3M (+53%)

Source: Q4 2025 company reports, Fund II tracker

Get answers as fast as you ask questions.

Book a 20-minute demo. Ask Derek anything about your portfolio and see the answer in real time.