Meet Your Portfolio Monitor Agent

Tracks portco performance and valuation in real time

Performance OptimizationTRACK METRICS TO DRIVE IMPROVEMENTS
KPI TrackingMONITOR LANDSCAPE REGULARLY
Portfolio InsightsREAL TIME RISK MANAGEMENT
Portfolio Manager interface
Portfolio Monitor Agent
Hi, I'm your Portfolio Monitor Agent

PE leaders drive governance and value creation

Portfolio Manager tracks performance and risk

OPERATIONAL MONITORING

Track metrics to drive improvements

VALUATION ROLLOVER

VALUATION ROLLOVER Interface

Establishes valuation of portfolio company on a periodicl basis

BOARD REPORT - OUT ANALYSER

BOARD REPORT - OUT ANALYSER Interface

Summarizes board reports with track record to monitor performance

We're battle tested for scale with 10,000+ concurrent users

Built exclusively for Private Markets

0%

quicker from first look
to conviction

0%

reduction in time spent
on diligence

0k+

datapoints fact-
checked per deal

0%

faster turnaround on
IC memos

Testimonials

Trusted Across Private Markets

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Agentic PM platform supports 10K daily consultants across >100 valuation use cases for more than two years. I cannot think of another FinTech AI platforms can make that claim

AI Leader

AI Leader

Private Equity

Global Management Consulting Firm, NY, USA

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We are recommending AgenticPM to our sister concern because we really liked working with the team

AI Leader

AI Leader

PE Investment Company

Paris, France

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We appreciate your team's relentless commitment to quality of response. That is the only source of value

Managing Director

Managing Director

Technology Advisory

Chicago, USA

Deploy Portfolio Monitor Now

Track portfolio performance continuously and drive value creation with AI-powered monitoring. Get started today and experience real-time operational insights, risk management, and strategic oversight across your entire portfolio.

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