Shelton AI develops valuation and projection software using AI and machine learning for sovereign wealth funds. Their platform provides advanced analytics and forecasting to inform investment decisions.
Funding
Funding not disclosed
Founders
Product
Problem
Limited partners (LPs) in private markets face challenges in accurately validating general partner (GP) fees, carried interest, and other charges due to complex and opaque fee structures. Traditional audit processes are manual, time-consuming, and often involve spot checks rather than full portfolio reviews, leading to potential overbilling and misallocations. This lack of transparency and control can erode returns and create costly disputes.
Solution
Shelton AI provides an AI-powered platform designed for LPs to independently review GP fees and charges, ensuring transparency and compliance with partnership agreements. The platform automates document upload and data extraction, leveraging AI models trained on millions of GP documents to precisely identify discrepancies and potential overcharges. By proactively detecting issues, Shelton AI helps prevent costly disputes, fosters trust, and strengthens confidence in fund management practices. The platform offers a centralized command center for private markets, providing forward-looking insights, integrated pacing models, valuation analytics, and dynamic attribution.
Target Audience
The primary target audience includes sovereign wealth funds, pension plans, family offices, OCIOs, and insurance companies that allocate capital to private markets and seek enhanced transparency, control, and analytical rigor in managing their portfolios.
Features
- AI-powered fee validation for management fees, carried interest, and other charges
- Automated document processing for seamless ingestion of financial records like Capital Account Statements, LPAs, and Investment Reports
- Proprietary AI models for precise data extraction and discrepancy identification
- Full portfolio review capabilities, enabling comprehensive analysis beyond spot checks
- Continuous auditing for ongoing monitoring and proactive issue detection
- Customizable performance attribution, including custom benchmarks
- Capital pacing tools to fine-tune capital deployment strategies
- Secure platform with SOC 2 Type II, GDPR, and MDR compliance