Built for family offices, venture capital, and private equity teams.
Every holding, briefed.Straight to your inbox.
Our agent reads the web and sends one concise weekly email brief: a sentiment call on every holding, dated key developments, and the themes moving across your portfolio — public or private.
It feels like having your own research analyst working in the background.
Up to 5 holdings, each briefed individually. Setup takes ~3 minutes. No credit card required.
See what lands in your inbox.
Prepared by Elevation AI's advanced market agents. The issue below took 91 sources to write.
How it works
Add your companies
Enter the names of your portfolio companies. No integrations, no data uploads, no setup calls needed.
What is the Portfolio Intelligence Agent?
The Portfolio Intelligence Agent is a free weekly briefing service for family offices, venture capital firms, and private equity teams. It automatically monitors portfolio companies — tracking news coverage, executive changes, product launches, funding events, and market signals — and delivers a structured intelligence report to your inbox every week. Sign up with your work email, add up to five companies by name on the platform, and your first briefing typically arrives within 20–30 minutes. Ongoing briefings continue weekly during V1 at no cost. No portfolio-system integration is required. It is designed for family office COOs, fund principals, and investment operations teams who need to stay current on portfolio developments without dedicating analyst hours to manual research.
Questions, answered
Sign up for your weekly brief
Up to 5 holdings, each briefed individually. Setup takes ~3 minutes. No credit card required.
- Weekly email brief
A product by Elevation AI
Built by operators and leaders from:
