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Automate account mapping process with Edge AI

Portfolio Data Management
for Private Equity

Eliminate manual processes with a 95% reduction in time spent collecting and structuring data. Centralize fragmented sources into one platform for accurate, auditable insights.

Built for Private Equity GPs and Portfolio CFOs.

Seamless Integration

Leverage unified APIs to connect ERP, CRM, and HR data, consolidating fragmented systems into a single, consistent portfolio view. Instantly onboard new companies and eliminate reporting burden for portfolio CFOs.


Data Transformation

Powered by advanced ML/NLP models, Edge Connect AI automatically identifies, transforms, and maps data fields to investor-defined metrics, delivering insights faster and more accurately than manual processes.

Data-driven Insights

Gain a 360° view of portfolio performance, benchmark across companies, unlock value creation levers, and ensure compliance with evolving reporting requirements and ESG standards.

A single source of truth for portfolio company data

01.

Streamlined data collection

Investors set data requirements with customizable templates. Portfolio companies connect to their systems of record and control which data is shared in a secure environment—eliminating manual data exports or Excel-based reporting, freeing up time for CFOs to focus on strategy.

02.

AI-powered data transformation

03.

Automated reporting and analytics

01.

Streamlined data collection

Investors set data requirements with customizable templates. Portfolio companies connect to their systems of record and control which data is shared in a secure environment—eliminating manual data exports or Excel-based reporting, freeing up time for CFOs to focus on strategy.

02.

AI-powered data transformation

03.

Automated reporting and analytics

A single source of truth for portfolio company data

An illustration from Carlos Gomes Cabral

01.

Streamlined data collection

Investors set data requirements with customizable templates. Portfolio companies connect to their systems of record and control which data is shared in a secure environment—eliminating manual data exports or Excel-based reporting, freeing up time for CFOs to focus on strategy.

02.

AI-powered data transformation

03.

Automated reporting and analytics

01.

Streamlined data collection

Investors set data requirements with customizable templates. Portfolio companies connect to their systems of record and control which data is shared in a secure environment—eliminating manual data exports or Excel-based reporting, freeing up time for CFOs to focus on strategy.

02.

AI-powered data transformation

03.

Automated reporting and analytics

An illustration from Carlos Gomes Cabral

01.

Streamlined data collection

Investors set data requirements with customizable templates. Portfolio companies connect to their systems of record and control which data is shared in a secure environment—eliminating manual data exports or Excel-based reporting, freeing up time for CFOs to focus on strategy.

02.

AI-powered data transformation

03.

Automated reporting and analytics

Versatile Integrations

Versatile Integrations

Elevate your workflow by seamlessly integrating our machine learning platform with your existing tools. We understand the importance of collaboration and compatibility, which is why our platform supports a wide array of integrations.

Are You Facing Similar Challenges with Portfolio & Investor Reporting?

  • We often face delays in financial reporting due to manual data collection and inconsistencies across portfolio companies. Getting access to timely and accurate data has been our biggest challenge.

    Head of Finance

    Global Private Equity Fund

  • Managing data across 500+ portfolio companies has been a logistical challenge. We need a centralized solution to consolidate data directly from their ERPs—building this internally is far too complex.

    Head of Digital Transformation

    Global Private Equity Fund

  • Mapping data across systems for investor reporting is time-consuming, especially after acquisitions. A solution that automates this process would significantly reduce manual effort required from our Finance team.

    Chief Financial Officer

    Backed Global Software Business

  • We often face delays in financial reporting due to manual data collection and inconsistencies across portfolio companies. Getting access to timely and accurate data has been our biggest challenge.

    Head of Finance

    Global Private Equity Fund

  • Managing data across 500+ portfolio companies has been a logistical challenge. We need a centralized solution to consolidate data directly from their ERPs—building this internally is far too complex.

    Head of Digital Transformation

    Global Private Equity Fund

  • Mapping data across systems for investor reporting is time-consuming, especially after acquisitions. A solution that automates this process would significantly reduce manual effort required from our Finance team.

    Chief Financial Officer

    Global Private Equity Fund

90%

portfolio data remains in
scattered Excel and PDF files

90%

portfolio data remains in
scattered Excel and PDF files

600

hours per year are spent by an average PE fund on reporting

600

hours pre year are spent by
an average PE fund on reporting

94%

efficiency via automating
portfolio data operations

efficiency via automated portfolio data collection

94%

efficiency via automating
portfolio data operations

AI-powered data platform that provides value to your entire team

Private Equity CFO

For Private Equity CFO

Private Equity CFO

Private Equity CFO

Automate Reporting: Auditable Data You Can Trust

EdgeConnect AI eliminates 95% of manual workflows by automating portfolio data collection, structuring, and reporting. Direct integration with systems of record ensures real-time, auditable, and accurate data, providing full traceability from source systems to final outputs for consistent, reliable reporting to GPs and LPs.

Save 30+ hours per month on reporting

Automated data collection, eliminating manual work and human error

Maximum data integrity: up-to-date, accurate data directly from systems of record

FOR INVESTORS AND CEOs

FOR INVESTORS AND CEOs

FOR INVESTORS AND CEOs

FOR INVESTORS AND CEOs

Unlock Strategic Insights:
Data-driven value creation

Gain deep insights into the underlying business performance with AI-driven analytics. Track critical metrics in real-time to identify value drivers, optimize growth strategies, and minimize risks.

Uncover key performance drivers and identify risks early

Improve investment outcomes with data-driven strategies focused on long-term value creation

Monitor KPIs and benchmark performance against industry peers

FOR IT AND DATA SCIENTISTS

FOR IT AND DATA TEAMS

FOR IT AND DATA SCIENTISTS

FOR IT AND DATA SCIENTISTS

Build a Centralized Data Hub: Integration Made Easy

Edge Connect AI provides APIs that simplify complex data integrations and reduce the need for custom builds, allowing IT teams to focus on strategic projects and advanced analytics.

Create a centralized data lake to consolidate portfolio data

Simplify complex system integrations with AI-powered connectors

Transform raw data into advanced, actionable insights with AI-powered analytics

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Charlotte

London

New York

Charlotte

London

New York

Charlotte

London

New York

Charlotte