Funding
Funding not disclosed
Founders
Product
Problem
Mid-market private equity firms receive portfolio company financials 30–45 days after month‑end, often assembled manually in Excel, which delays insight into performance and covenant compliance. The diversity of ERP systems across portfolio companies makes cross‑company analysis cumbersome and error‑prone. Consequently, firms risk missing early signs of covenant breaches and operational under‑performance.
Solution
CayerAI provides an AI‑driven platform that ingests data from any portfolio company ERP—NetSuite, SAP, QuickBooks, Xero, or others—within 24 hours of availability. An automated ETL layer normalizes the disparate data into a single schema, eliminating manual wrangling and the need for consulting services. The platform continuously tracks EBITDA, calculates covenant headroom, and generates AI‑based alerts when thresholds are approached or breached. Users receive real‑time alerts with contextual recommendations, enabling proactive risk mitigation and operational decision‑making. The solution is delivered as a cloud service with read‑only ERP access, ensuring data security and compliance without altering source systems. Onboarding is completed in a single day, allowing firms to replace legacy reporting pipelines instantly.
Target Audience
Primary customers are mid‑market private equity firms that manage multiple portfolio companies across heterogeneous ERP environments and need timely financial visibility and covenant monitoring.
Features
- AI‑powered ETL that connects to any ERP system and maps data to a unified, normalized schema in under 24 hours
- Real‑time EBITDA monitoring and automated covenant headroom calculations across all portfolio companies
- AI‑generated alerts with days‑ahead warning for covenant breaches and KPI deviations
- No implementation fees or professional services; integration is handled end‑to‑end with read‑only ERP access
- Secure data handling: read‑only access, encrypted transmission and storage, and isolation between clients
- Cloud‑based dashboard delivering actionable insights and recommended actions without manual report generation