Institutional-scale portfolio management, built for credit and equity
Meet Lu, your AI-powered data wrangler
Access your data using natural language—empower anyone at your firm to ask questions and get instant answers. Accurate, real-time trends and easy drill-downs with complete data privacy.
Turn unstructured data into deal decisions
Unlock data trapped in spreadsheets—from underwriting models to monitoring reports. Build the proprietary benchmarking dataset you’ve always wanted and apply it to assess new and follow-on investments.

Trust but audit your data
Harness the power of public market standards by accessing source data with full traceability to original files and underlying calculations. Always be one click away from source data—and monitor changes in actuals, budgets, and forecasts.