Automate data collection
Create and send tailored data requests to portfolio companies through one portal. Automate follow-ups and organize submissions by company and period.
Turn portfolio company data into a clearer view of performance, emerging risks, and opportunities for value creation across every investment.
Use AI to collect portfolio company information and organize it into consistent metrics across investments and reporting periods.
Create and send tailored data requests to portfolio companies through one portal. Automate follow-ups and organize submissions by company and period.
Our AI maps each company’s reporting formats and line items to a shared data model, making metrics comparable across companies and periods.
Track the metrics that matter, investigate changes, and turn portfolio data into clear reporting.
Build custom dashboards around your firm’s KPIs and track performance across investments, funds, and the full portfolio over time.
Compare reporting periods, flag material changes, and explain performance drivers with evidence from financial and operating reports.
Draft company reviews, investment committee updates, and LP reporting in the firm’s templates using approved figures and source-linked commentary.
Flag liquidity, covenant, and budget risks, plus discrepancies between management commentary and reported results, using your firm’s thresholds.
Track investments, exposures, and valuations across strategies with traceable data and controls for every team.
Trace each portfolio metric back to the document and reporting period it came from.
Flag missing submissions, inconsistent figures, and changes that need review.
Control who can submit, review, approve, and access portfolio information.
Monitor private equity, credit, real assets, and fund investments within one platform.
See exposure by company, manager, sector, geography, and fund.
Maintain assumptions, supporting materials, and valuation history alongside performance data.
Enables asset managers and institutional allocators to operationalize proprietary firm data and deploy AI across investment operations.Enables asset managers and institutional allocators to operationalize proprietary
firm data and deploy AI across investment operations.
Certified information management.
Audited security & compliance controls.
Global privacy and data protection.
No training on user data
Discover how Norric’s AI solutions can help you
make the biggest impact for your business.
