All your deal data, instantly usable
All your deal data, instantly usable
All your deal data, instantly usable
AI that connects your memos, models, and portfolio performance
Track Performance
Track Performance
View Your Portfolio by Asset Classes
Demeter seamlessly ingests reports in any format to track asset performance
Demeter seamlessly ingests reports in any format to track asset performance
Demeter seamlessly ingests reports in any format to track asset performance
Compare Deal Opportunities
Demeter is integrated into all investment portals so we automatically upload and update your portfolio
Compare Deal
Opportunities
Compare Deal
Opportunities
Instantly compare dozens of CIMs at once by extracting key details, highlighting what matters, and benchmarking against your historical deal data
Instantly compare dozens of CIMs at once by extracting key details, highlighting what matters, and benchmarking against your historical deal data
On-Demand Answers
On-Demand Answers
Demeter eliminates the need to dig through emails, folders, and scattered files. All of your data can be queried in seconds.
Demeter eliminates the need to dig through emails, folders, and scattered files. All of your data can be queried in seconds.
Prepare Data for Internal Reviews
All calculations and values are directly cited to your documents, so you can verify everything
All calculations and values are directly cited to your documents, so you can verify everything
Track Portfolio Performance
Demeter lets you see your portfolio broken down by asset class so you can always see your diversification
Compare Deal
Opportunities
Demeter is integrated into all investment portals so we automatically upload and update your portfolio
Formulas and Citations
All calculations and values are directly cited to your documents, so you can verify everything
How Demeter Supports Investment Firms
How Demeter Supports Investment Firms
How Demeter Supports Investment Firms
Ad Hoc Q&A
Ad Hoc Q&A
Ad Hoc Q&A
Ask natural-language questions like "How did Fund X perform last quarter vs. Fund Y?"
Ask natural-language questions like "How did Fund X perform last quarter vs. Fund Y?"
Ask natural-language questions like "How did Fund X perform last quarter vs. Fund Y?"
Cross-Opportunity Comparison
Cross-Opportunity Comparison
Cross-Opportunity Comparison
Instantly compare assets, funds, or deals - even if the data comes in different formats
Instantly compare assets, funds, or deals - even if the data comes in different formats
Instantly compare assets, funds, or deals - even if the data comes in different formats
Summarized Updates
Summarized Updates
Summarized Updates
Upload company and fund reports and extract summarized updates
Upload company and fund reports and extract summarized updates
Upload company and fund reports and extract summarized updates
Custom Dashboard
Custom Dashboard
Custom Dashboard
Track the metrics you care about across all of your portfolio
Track the metrics you care about across all of your portfolio
Track the metrics you care about across all of your portfolio
Red Flag Detection
Red Flag Detection
Red Flag Detection
Uncover anomalies or missing data automatically
One Source of Truth
All your data is centralized, searchable, and chat accessible in seconds. No more hunting through email threads.
All your data is centralized, searchable, and chat accessible in seconds. No more hunting through email threads.
All your data is centralized, searchable, and chat accessible in seconds. No more hunting through email threads.
FAQs
FAQs
FAQs
FAQs
Who can benefit from this software?
The platform is ideal for private equity firms, fund managers, institutional investors, and family offices looking to enhance decision-making and streamline portfolio operations.
How does the software address the complexities of private equity?
How does AI improve portfolio management?
How secure is sensitive fund and investor data?
Can I generate investor-ready reports?
Does the software support multiple asset classes?
Who can benefit from this software?
The platform is ideal for private equity firms, fund managers, institutional investors, and family offices looking to enhance decision-making and streamline portfolio operations.
How does the software address the complexities of private equity?
How does AI improve portfolio management?
How secure is sensitive fund and investor data?
Can I generate investor-ready reports?
Does the software support multiple asset classes?
Who can benefit from this software?
The platform is ideal for private equity firms, fund managers, institutional investors, and family offices looking to enhance decision-making and streamline portfolio operations.
How does the software address the complexities of private equity?
How does AI improve portfolio management?
How secure is sensitive fund and investor data?
Can I generate investor-ready reports?
Does the software support multiple asset classes?
Who can benefit from this software?
The platform is ideal for private equity firms, fund managers, institutional investors, and family offices looking to enhance decision-making and streamline portfolio operations.
How does the software address the complexities of private equity?
How does AI improve portfolio management?
How secure is sensitive fund and investor data?
Can I generate investor-ready reports?
Does the software support multiple asset classes?
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