Harness the power of your private markets data
An AI-powered copilot bringing clarity to your private markets portfolio
The Challenge
Investors face persistent blind spots in their private market portfolios: fragmented data, limited asset visibility, and heavy reliance on manual inputs. These gaps make oversights and decisions costly and challenging — just as private market dynamics shift.
The PerceptoIQ Solution
PerceptoIQ is a lightweight tool that turns complex data into actionable intelligence — acting as a a force multiplier for lean investment teams, delivering transparency, control, and efficiency in managing portfolios without adding .
Intelligent Oversight for Private Markets
Dynamic, asset-level Insights
Analyze individual holdings — run health checks, on-demand valuations, and what-if scenarios for funds and directs
Access an AI agent that surfaces insights, answers questions, proactively flags risks and runs predictive cashflow modeling
AI-powered portfolio agent
Custom reports, benchmarks
Compare performance against tailored benchmarks; create custom auditable reports in minutes, not days
Seamless integration
Connect to existing systems to unify, enrich, and analyze data without replacing current infrastructure
A force multiplier for lean investment teams
Strengthens oversight through transparency into performance drivers and hidden risks
Enables smarter decisions with independent, dynamically calculated valuations
Improves liquidity planning with forward visibility and scenario analysis of cashflows
Saves time and expense by reducing manual processes and reliance on consultants
