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