Portfolio Analysis Intelligence, Powered by AI
Automate portfolio screening, risk analysis, and due diligence research to make high-confidence investment decisions.
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This is Holding Back Your Portfolio Performance
Slow & Manual Due Diligence
Investment research takes too long, delaying deal execution and increasing risk.
Inefficient Deal Screening
Investment teams spend too much time evaluating deals without clear prioritization.
Fragmented & Unstructured Data Sources
Portfolio data is scattered across multiple reports, platforms, and documents.
Lack of Real-Time Risk Monitoring
By the time you identify portfolio risks, it’s already too late.
No Customization or Standardization
Every portfolio is different, but most tools force a one-size-fits-all approach.
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Features of Splore
Track Data Sources for Full Transparency
Ensure data accuracy and confidence by verifying the origins of all investment data.
Source Verification
Confirm the origins of financial metrics and fund performance data.
Reduce discrepancies and ensure investment decisions are based on reliable information.
Data Traceability
Track fund reports, investor statements, and market data in one place.
Gain full visibility into portfolio performance and historical trends.
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Advanced Data Analysis for Smarter Decisions
Leverage AI-powered analytics to assess portfolio performance, market trends, and risk exposures.
Investment Performance Insights
Identify high-performing assets and assess fund returns with real-time metrics.
Enable LPs to evaluate fund managers and make better capital allocation decisions.
Risk Analysis
Detect vulnerabilities in your portfolio before they become a liability.
Help GPs proactively mitigate risks and improve investor confidence.
Market Trends & Opportunity Spotting
Identify emerging opportunities to maximize returns.
Adjust investment strategies based on AI-driven insights into economic and sector trends.
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Real-Time Research & Market Integration
Combine internal portfolio data with real-time market intelligence for deeper investment insights.
Market Intelligence at Your Fingertips
Access up-to-the-minute data from financial reports, news sources, and industry databases.
Stay ahead of market trends to capitalize on timely investment opportunities.
Seamless Internal & External Data Fusion
Merge internal investment records with real-time market data for a holistic view.
Remove data silos and improve cross-portfolio comparisons.
Dynamic Research Capabilities
AI-driven research tools adapt to changing market conditions.
Conduct in-depth industry and asset class research with automated insights.
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Intelligent Reporting & Automated Insights
Generate real-time, tailored reports with critical performance metrics and benchmarks—automating time-consuming workflows.
Custom Portfolio Reporting
Automate LP reports, fund reviews, and portfolio updates with AI-powered templates.
Generate data-rich presentations for stakeholders effortlessly.
Time-Efficient Investment Reports
Deliver real-time portfolio updates in seconds, not hours.
Keep LPs and GPs informed with up-to-date fund performance insights.
Performance Insights on Demand
Generate investment summaries, risk assessments, and benchmarking reports.
Easily share insights with stakeholders for data-driven decision-making.
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Human-in-the-Loop Oversight for Data Accuracy
Maintain complete control over AI-generated insights with built-in human validation and compliance safeguards.
Full Control Over AI-Powered Insights
Ensure AI outputs align with your firm’s investment strategies.
Review and refine reports before they reach investors or stakeholders.
Regulatory Compliance & Governance
AI-powered compliance checks with manual oversight to prevent regulatory risks.
Ensure portfolio analysis meets industry reporting standards.
Enhanced Data Quality with AI + Human Validation
AI extracts and analyzes data; your team validates key insights.
A hybrid AI-human approach guarantees reliable, high-quality investment data.
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Eliminate Guesswork. Automate Portfolio Analysis with Splore AI.
Trusted by Asset Managers & Investment Teams Across the Globe
Challenge
A leading private equity firm struggled with slow, manual due diligence processes that delayed deal execution and increased operational costs. Analysts had to sift through hundreds of documents, manually extracting financial metrics and compliance data—wasting valuable time.
Solution
With Splore’s AI-powered portfolio analysis, the firm automated the extraction and structuring of critical investment data from financial reports, LPAs, and fund performance documents.
Results
- 50% faster due diligence—reducing time spent analyzing investment opportunities.
- Standardized deal screening across multiple funds, improving evaluation consistency.
- Eliminated manual data collection, freeing up analysts for higher-value tasks.
What do they have to say?
"Splore transformed our due diligence process. What used to take weeks is now done in days—with greater accuracy and efficiency."
Challenge
An institutional asset manager lacked real-time risk monitoring across their diversified investment portfolio. Market fluctuations, geopolitical risks, and interest rate changes impacted fund performance, but risk assessments were reactive, not proactive.
Solution
By implementing Splore’s AI-powered risk monitoring, the firm gained automated alerts on market shifts, stress-tested their portfolio, and optimized asset allocations before risks escalated.
Results
- 60% reduction in portfolio risk exposure through proactive decision-making.
- Automated stress-testing of portfolios to model risk-adjusted returns.
- Faster rebalancing of asset allocations, improving long-term investment performance.
What do they have to say?
"Splore has revolutionized our risk management approach. We no longer react to market changes—we anticipate them and adjust our portfolio proactively." – Chief Investment Officer, Asset Management Firm
Challenge
A venture capital firm was losing high-value opportunities due to inefficient deal screening. Analysts had to manually review startup financials, market data, and competitor analysis, causing delays in decision-making and slower deal flow.
Solution
Splore’s AI-driven deal screening automated financial metric extraction and market trend analysis—helping the VC team prioritize investment opportunities based on AI-driven insights.
Results
- 3x faster deal screening, enabling quicker capital allocation to high-potential startups.
- Real-time data integration, allowing instant market comparisons for informed decisions.
- Reduced human error, improving the accuracy of investment assessments.
What do they have to say?
"Splore allows us to move at the speed of the market. We can now assess deals in real time and focus on high-growth opportunities instead of data processing." – Managing Partner, VC Firm
Challenge
A Singapore-based family office managing multi-asset investments relied on manual processes and spreadsheets to track portfolio performance, manage risk, and generate reports. The team struggled with fragmented data sources, making it difficult to get a real-time view of their portfolio.
Solution
By implementing Splore’s AI-powered portfolio analysis, the family office automated data aggregation, integrated real-time market insights, and enabled instant risk monitoring—allowing them to make data-driven investment decisions without delays.
Results
- Saved 12+ hours per week by eliminating manual data tracking and report generation.
- Gained real-time portfolio visibility across alternative assets, private equity, and public markets.
- Reduced portfolio risk exposure by 40% through AI-driven predictive risk analysis.
What do they have to say?
"Splore has completely transformed how we manage our portfolio. We no longer have to sift through spreadsheets—we get instant insights, automated reporting, and real-time risk monitoring." – Managing Director, Multi-Family Office