The AI-First Approach to Portfolio Monitoring
āFundrev is hosting a closed-room session for operating partners and portfolio operations teams at investment funds.
āš
Thursday, November 5 Ā· 10:00 AM ET / 7:00 AM PT
š» 40 minutes, live on Microsoft Teams (join link shared with approved guests)
šļø Curated seats Ā· approval required
š§ Please register with your official email. Personal email addresses won't be approved.
āMost funds still learn how a portfolio company is doing from a monthly pack built by hand, in a different format for every company, weeks after month-end. By the time the numbers reach the operating team, the decision they should have driven has already passed.
āIn this 40-minute session, we'll show how funds connect Claude and ChatGPT to their portfolio data and track performance across all portfolio companies.
āWhat we'll cover
ā01 Ā· Standardizing portfolio data model for consistent analysis
02 Ā· Monitoring KPIs, covenants, and identifying risks
03 Ā· Building recurring reports, excel models, and internal benchmarks
āSpeakers
āDhiraj Sharma, Product at Fundrev. Former LBO investor at GenNx360 ($4B AUM), 10+ years in fintech and AI.
āAkash Khairnar, Operations at Fundrev. 15+ years as a strategy consultant to private equity funds, working alongside deal and value creation teams.
āWho it's for
āOperating partners, and portfolio operations and fund finance professionals at Investment funds.
āCan't attend live? Register anyway and we'll send you the recording.