Loading
Institutional investors
Run manager selection, portfolio monitoring, pacing, and board reporting on one platform.
By appointment
What you run on it
Elevation AI is the agentic OS for institutional investors, including pension funds, endowments, and sovereign wealth funds. It runs manager selection, portfolio monitoring, pacing, and board reporting from one secure system.
Replace legacy tools with apps built for your operations, or keep the tools you like and connect them.
The challenge
Investment teams review manager materials, track commitments, and build board reports from every manager's numbers by hand. Elevation AI connects it, so the team covers more managers and reports to the board from one source of truth.
One at a timeScreened against policy
Manager materials and DDQs screened against your policy and portfolio gaps.
WeeksSeconds
Every manager's numbers drafted into the board report, with sources.
SpreadsheetsAlways current
Calls, distributions, and commitments tracked against planned liquidity.
Leaves with peopleStays with the firm
Manager relationships and decisions stay with the firm.
Concierge
Every Elevation AI client works with specialists who know private markets. They set the platform up around your firm, train the people who use it, and stay with you long after launch.
Led by industry veterans from
Who it's built for
FAQ
Manager materials and DDQs are screened against your investment policy and portfolio gaps, and the strongest managers reach your committee already briefed.
Yes. Ask a question like what your look-through exposure to healthcare is, and get one answer across every manager, with the source for each number.
Yes. Calls, distributions, and commitments are tracked against planned liquidity, with shortfalls flagged before they happen.
Yes. Every manager's numbers are drafted into the board report, with every figure linked to its source, so it's easy to check and audit.
Private walkthroughs for institutional investors, arranged around your schedule.