Streamline FundOps and Portfolio monitoring with an AI analyst

Streamline FundOps and Portfolio monitoring with an AI analyst

Streamline FundOps and Portfolio monitoring with an AI analyst

Give your team the ability to answer their own ad hoc questions, while maintaining full oversight

Give your team the ability to answer their own ad hoc questions, while maintaining full oversight

Give your team the ability to answer their own ad hoc questions, while maintaining full oversight

Book a demo

Backed by Y Combinator

A screenshot of an application
A screenshot of an application
A screenshot of an application

Get clear insights about your portfolio

Ask plain language questions about fund and portfolio data

Investors and the IR team get answers when they need it, and fund operations gets time back to focus on in depth analysis.

Fully customized for your funds and your data

Spine pulls from your databases, and your model is trained on standard investment acronyms and terminology, as well as any inside metrics and terms specific to your business.

Be confident in self-serve reporting

Simple step by step explanations of the process make it clear how the question was interpreted, and are what data you’re looking at in the response

Simple step by step explanations of the process make it clear how the question was interpreted, and are what data you’re looking at in the response

Simple step by step explanations of the process make it clear how the question was interpreted, and are what data you’re looking at in the response

Control which default metrics are associated with key concepts, like fund or investment performance, for questions that are non-specific

Control which default metrics are associated with key concepts, like fund or investment performance, for questions that are non-specific

Control which default metrics are associated with key concepts, like fund or investment performance, for questions that are non-specific

Process

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Query: when was our most recent investment in stripe?

Retrieved relevant data from the cash_transactions table

Filtered with investment as Stripe

Sorted with transactionDate in descending order

Process

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Query: when was our most recent investment in stripe?

Retrieved relevant data from the cash_transactions table

Filtered with investment as Stripe

Sorted with transactionDate in descending order

Provide custom instructions for complex questions

  • Understanding what drove fund performance, or why a portfolio company is in distress is more nuanced than directly querying your database

  • Understanding what drove fund performance, or why a portfolio company is in distress is more nuanced than directly querying your database

  • Understanding what drove fund performance, or why a portfolio company is in distress is more nuanced than directly querying your database

  • When more open-ended questions are asked, the AI analyst will offer it’s best answer and encourage the user to request human review from an internal FundOps or data analyst

  • When more open-ended questions are asked, the AI analyst will offer it’s best answer and encourage the user to request human review from an internal FundOps or data analyst

  • When more open-ended questions are asked, the AI analyst will offer it’s best answer and encourage the user to request human review from an internal FundOps or data analyst

  • Your AI analyst learns from your data team's custom instructions, so when its faced with similar challenging questions in the future it knows exactly how to approach them to get to the right answer.

  • Your AI analyst learns from your data team's custom instructions, so when its faced with similar challenging questions in the future it knows exactly how to approach them to get to the right answer.

  • Your AI analyst learns from your data team's custom instructions, so when its faced with similar challenging questions in the future it knows exactly how to approach them to get to the right answer.

Know your team is getting accurate answers

Know your team is getting accurate answers

Every question and answer your team receives can be reviewed, including the process used to produce the answer

Every question and answer your team receives can be reviewed, including the process used to produce the answer

How we deliver an AI analyst that understands your business

1

Onboard

Identify the scope of your AI analyst, gather domain context to create custom embeddings and representative examples to train against.

2

Test and refine

Test the initial version with your live data, evaluate for consistency, and refine based on human feedback.

3

Deploy and monitor

Deploy to your users, and monitor on an ongoing basis to ensure accuracy.

Streamline your FundOps

Streamline your FundOps

Before Spine AI

Before Spine AI

Constant pings to fund operations to get LPs details about fund performance, or give investors updates on portfolio companies

Dozens of hours per month spent on analysis for ad-hoc questions for IR teams and investors

Backlog of questions to work through following busy periods, like quarterly reporting, fundraising or due diligence

Off the shelf LLM solutions are a black box, that can’t be trusted, because there’s no visibility into how they produced their answers

Inaccurate Al chats, prone to hallucinations and don’t understand key terminology, acronyms and concepts that are critical to private market investing

With Spine AI

With Spine AI

Fund operations gets back their time and focus for the work that needs detailed analysis and expertise, like valuations, forecasting, and portfolio construction and optimization

From 4+ hours of human analysis for complex ad hoc questions, to less than 10 minutes. And make the same process repeatable in the future.

Full transparency into where the data came from, so you can be confident enough to make investment decisions or share answers with LPs

The ability to monitor and refine the responses investors and the IR team receive as needed

Flexible, reliable, and secure by default

Works with any data store

We can accommodate any structured data. Connect your CSVs, APIs, and databases to our product.

Explainable and customized

Our proprietary DPU allows for explainable, individually tested and domain fine-tuned modules that work at scale

Truly natural language

Our semantic layer allows us to accurately interpret and handle natural language questions across multiple large datasets

Rigorous evaluation

Combined automated and human evaluations give us an objective way of measuring performance — both before and after we deploy the analyst.

Secure by default

Isolate data between users with our built-in tenant isolation. Access is scoped to the user's permissions, just like the rest of your front end.

Founded by a world-class team

Our team has helped bring to life over 40 AI products. We have 100+ citations, 500+ Github stars, and 2 patents.

Backed by the best

Go from hours to minutes on ad hoc questions, without giving up control.

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©2024 Spine AI Inc.