Connected to what you already run
Your custodians, banks, data rooms, inbox, and existing tools, connected so no one has to copy data between them.
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Platform
One secure platform to run portfolio management, fund operations, deal flow, reporting, and investor relations, with AI that does the work.
Elevation AI is the agentic OS for private-market firms: one platform to run the whole operation, connected to the systems you keep, with AI that completes the work.
What it does
Your custodians, banks, data rooms, inbox, and existing tools, connected so no one has to copy data between them.
Data, files, decisions, and context stay in one secure memory, so the next question starts where the last one ended.
Portfolio updates, fund workflows, reports, and deal reviews become finished work, using the right AI model for each task, with every result linked to its source.
Replace legacy tools with apps built for your operations to cut costs, or keep the tools you like and connect them, so AI works across everything.
Outcomes
Across every part of the operation, the manual work moves to Elevation AI and your team keeps the decisions.
WeeksSeconds
Numbers gathered, reconciled, and drafted, with a source for every figure, so the report is easy to check.
Hundreds of decksA briefed shortlist
Every opportunity screened against your criteria, so the best ones reach your team first.
DaysSeconds
One answer across every connected system, with the source for each number.
Monthly check-insAlways on
Performance tracked against plan, with anything off course flagged before you ask.
Spreadsheets and chasingTracked automatically
Capital calls, distributions, and cash reconciled across every fund and entity.
Drafted by handDrafted for you
Updates written from live numbers, in your format, ready for your review.
Leaves with peopleStays with the firm
Every task, decision, and conversation saved where the whole team can use it.
UnguardedSecure by default
A secure way for everyone to use AI, and your data is never used to train AI models.
Concierge support
Specialists who work with private-market teams every day set Elevation AI up with you and stay with you after launch, by call, video, or message.
We connect your systems and configure Elevation AI around your entities, criteria, and reporting, so it fits how your team already works.
Hands-on training for everyone who will use it, from principals and partners to operations and finance.
Regular check-ins to find where the platform creates the most value, with real people you can reach when you need them.
FAQ
Elevation AI is one secure platform where your firm runs its operations. It connects your custodians, files, tools, and data, keeps what your team learns in one memory, and does the work with AI.
No. Replace legacy tools with apps built for your operations to cut costs, or keep the tools you like and connect them.
The systems private-market firms already run, from custodians and fund administrators to accounting, data rooms, and email. Our concierge team connects them for you.
Any leading model. Elevation AI picks the right one for each task, so you're never tied to a single AI company.
Yes. Your data is never used to train AI models, access is set by role, and every action is recorded.
Yes. We show it in a private walkthrough, on workflows like yours. Request a walkthrough to arrange one.
We show it on workflows like yours, with your team.