Streamline access to fund insights with an AI analyst

Streamline access to fund insights with an AI analyst

Streamline access to fund insights 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

Anyone on the team can access data directly, without learning a query language. The IR team and investors get answers when they need them, even when fund operations are heads down on quarterly reporting, due diligence and fundraising

Customized for your data and your funds

Use internal terminology and acronyms, exactly as you would with a human analyst

Use internal terminology and acronyms, exactly as you would with a human analyst

Use internal terminology and acronyms, exactly as you would with a human analyst

Direct control over custom measures ensures that growth rates, MOIC, TVPI, RVPI and everything else is calculated exactly as you expect

Direct control over custom measures ensures that growth rates, MOIC, TVPI, RVPI and everything else is calculated exactly as you expect

Direct control over custom measures ensures that growth rates, MOIC, TVPI, RVPI and everything else is calculated exactly as you expect

Access fund data fast, when it really matters

Book a demo

Due diligence

Compare key metrics for potential investments against existing companies in the portfolio in minutes

Compare key metrics for potential investments against existing companies in the portfolio in minutes

Compare key metrics for potential investments against existing companies in the portfolio in minutes

Fundraising and IR

Review all aspects of fund and portfolio performance to craft a compelling narrative for each potential LPs

Review all aspects of fund and portfolio performance to craft a compelling narrative for each potential LPs

Review all aspects of fund and portfolio performance to craft a compelling narrative for each potential LPs

Instantly confirm the numbers for unanticipated questions during calls

Instantly confirm the numbers for unanticipated questions during calls

Instantly confirm the numbers for unanticipated questions during calls

Quarterly reporting

Create automated processes for reviewing each portfolio company's key metrics at the end of the quarter, comparing projections and actual results

Create automated processes for reviewing each portfolio company's key metrics at the end of the quarter, comparing projections and actual results

Create automated processes for reviewing each portfolio company's key metrics at the end of the quarter, comparing projections and actual results

Automatically search relevant documentation (such as board decks or meeting notes), to surface relevant details to that explain performance changes

Automatically search relevant documentation (such as board decks or meeting notes), to surface relevant details to that explain performance changes

Automatically search relevant documentation (such as board decks or meeting notes), to surface relevant details to that explain performance changes

Share data and relevant documentation among collaborators to produce reports

Share data and relevant documentation among collaborators to produce reports

Share data and relevant documentation among collaborators to produce reports

Transparency into the data

Be confident in reporting, due diligence and sharing with LPs

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

Every step is visible

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

Monitor every question

  • If there's ever any doubt about which quarter P&L metrics came from, or what period ARR growth looked at, the full history is available 

  • If there's ever any doubt about which quarter P&L metrics came from, or what period ARR growth looked at, the full history is available 

  • If there's ever any doubt about which quarter P&L metrics came from, or what period ARR growth looked at, the full history is available 

  • Analysts have full access to every question the team asks,  and can review how the answers were produced as needed

  • Analysts have full access to every question the team asks,  and can review how the answers were produced as needed

  • Analysts have full access to every question the team asks,  and can review how the answers were produced as needed

Noah Pierre

Any signs of outperformers/breakouts in our portfolio?

Spine AI

Low confidence

Submit to Analyst

Retrieved relevant data from the actual_with_Itm and investment tables

Filtered with period_length as L3M and arr_growth_percent, gross_irr, enterprise_value greater than or equal to their thresholds

Identified breakout companies in the portfolio

Noah Pierre

Any signs of outperformers/breakouts in our portfolio?

Spine AI

Low confidence

Submit to Analyst

Retrieved relevant data from the actual_with_Itm and investment tables

Filtered with period_length as L3M and arr_growth_percent, gross_irr, enterprise_value greater than or equal to their thresholds

Identified breakout companies in the portfolio

Nuanced questions highlighted for human review

  • 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 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 analyst

  • When 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 analyst

  • When 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 analyst

  • Analysts can teach a process for the questions, so it knows how to handle similar ones in the future

  • Analysts can teach a process for the questions, so it knows how to handle similar ones in the future

  • Analysts can teach a process for the questions, so it knows how to handle similar ones in the future

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

Investor relations waiting on confirmation for unanticipated questions fund and investment details

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

With Spine AI

With Spine AI

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.

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

Investor relations can independently investigate different aspects of fund and investment performance to craft a compelling narrative for LPs. Go from 30 to 5 minutes of preparation for each meeting and update.

Fast enough to confirm details for LPs during calls

Full transparency into where the data came from, so you can be confident enough to use it

Flexible, reliable, and secure by default

Works with any data store

We can accommodate any structured data: CSVs, APIs, and databases to our product, or unstructured data, such as board decks and meeting notes.

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

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.

Rigorous evaluation

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

Backed by the best

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

Book a demo

©2024 Spine AI Inc.

©2024 Spine AI Inc.

©2024 Spine AI Inc.