Raise
Raise is an operational brain for private equity, venture capital, private credit, and family offices that connects fragmented portfolio data across spreadsheets, PDFs, email, and contracts into a single standardized intelligence layer. The platform deploys AI agents to automate LP reporting, due diligence, and deal intelligence, with every extracted value traced back to its source for full auditability. Raise supports ILPA v2.0 and AIFMD II reporting templates and offers done-for-you implementation with dedicated engineers.
- AI Agents
- Financial Technology
- Artificial Intelligence
- Data & Analytics
- Enterprise Software
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Private equity, venture capital, and private credit firms struggle with portfolio data that is fragmented, inconsistent, and siloed across multiple systems, spreadsheets, PDFs, email, and contracts. This fragmentation prevents AI initiatives from delivering value and makes investor reporting time-consuming and error-prone.
Solution
Raise provides an operational brain that connects portfolio systems, spreadsheets, PDFs, email, contracts, and deal documents, standardizes the data, and deploys AI agents to generate insights, LP reports, and deal intelligence. The platform extracts values with full source lineage, routes low-confidence items for review, and produces review-ready outputs for defined workflows. It works alongside existing tech stacks or replaces them, with vendor-led implementation and integration so teams can log in to a ready-to-use platform with clean data and working workflows from day one. Each customer receives a dedicated success manager and assigned engineers to build custom workflows and ensure the platform fits the team's actual operating patterns.
Target Audience
Primary customers are portfolio companies backed by private equity, venture capital, private credit, or family office investors that need to automate multi-investor reporting, as well as the investment firms themselves seeking consolidated portfolio intelligence.
Features
- Automated extraction of financial metrics (revenue, margin, headcount, KPIs, cash, runway) from spreadsheets, board decks, P&Ls, PDFs, and emails
- Source lineage for every extracted value, with conflicts and low-confidence items routed for human review
- AI agent workflows covering LP reporting, due diligence, and value creation producing ready-to-send outputs
- Template matching engine supporting ILPA v2.0, AIFMD II, and custom fund-specific investor requests
- Done-for-you implementation with dedicated engineers building custom workflows per customer
- Investor-specific data controls allowing firms to decide exactly which numbers, files, and notes each investor receives
- Natural language querying across the entire portfolio for anomaly detection and underperformance flagging
- MCP server integration for connecting existing portfolio monitoring tools, accounting systems, and spreadsheets