PerceptoIQ offers an AI‑powered platform that extracts, structures, and analyzes private‑market data from scattered sources such as statements, quarterly reports, and manager letters. The system delivers asset‑level exposure insights, contextual narratives, and automated analytics that integrate with existing infrastructure, allowing family offices, OCIOs, and institutional allocators to focus on decision‑making rather than data assembly. Document processing runs in minutes, leveraging models trained on real‑world GP documents.
Funding
Funding not disclosed
Founders
Product
Problem
Allocators of private‑market assets must manually gather information from a wide variety of documents—quarterly statements, manager letters, portfolio updates—to understand exposures, valuation changes, and narrative drivers. This manual process is time‑consuming, error‑prone, and hampers timely decision‑making and auditability.
Solution
PerceptoIQ offers an AI‑driven platform that automatically extracts, structures, and analyzes data from private‑market documents. The system ingests statements, manager communications, and internal files, then normalizes the information to a unified, asset‑level view. Built‑in contextual reasoning translates raw numbers into narrative explanations of valuation shifts, distributions, and sector performance. Results are delivered in minutes, enabling family offices, OCIOs, and institutional allocators to obtain audit‑ready insights without replacing existing technology stacks. Seamless integration with current systems allows users to enrich their data pipelines and focus on strategic decisions rather than data assembly.
Target Audience
Primary customers are family offices, outsourced chief investment offices (OCIOs), and institutional allocators that require timely, audit‑ready insights into private‑market portfolios.
Features
- AI‑powered document extraction that processes large volumes of GP statements, letters, and updates in minutes
- Contextual reasoning engine that generates narrative explanations for valuation changes, distributions, and sector trends
- Asset‑level aggregation across funds, direct investments, and co‑investments for comprehensive exposure analysis
- Seamless connectors to existing data warehouses, portfolio management systems, and BI tools, preserving current infrastructure
- Timestamped audit trail of extracted data and assumptions to support compliance and regulatory reporting