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. Free forever.
It feels like having your own research analyst working in the background.
Access is reviewed — every brief is compiled individually for your portfolio. Approved within 1 business day. Once approved, setup takes ~3 minutes. No credit card, ever.
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 your 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. There is no cost, no integration, and nothing to install: you sign up with your work email, approval typically lands within one business day, and setup takes about three minutes — you name up to five holdings and the agent handles the research from there. The service is built by Elevation AI, an AI-native operating platform for private markets firms. 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.
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
- 01
Request access
With your work email. Every brief is compiled per portfolio, so we review each request and onboard readers deliberately. Approved within 1 business day.
- 02
Get your approval
And set your password from its link.
- 03
Set up in 3 minutes
Pick up to 5 companies — private companies included — and emphasize the sources you trust: news, video, community, blogs.
- 04
Your brief arrives
Every week, in your inbox. Change anything, or unsubscribe, anytime.
All of it free, forever
Questions, answered
Sign up for your weekly brief
Access is reviewed — every brief is compiled individually for your portfolio. Approved within 1 business day. Once approved, setup takes ~3 minutes. No credit card, ever.
- Up to 5 holdings
- Weekly email brief
- Free forever
A product by Elevation AI
Built by operators and leaders from:
