Better returns for your portfolio.

Raise is the operational brain for PE, VC, and private credit. We connect every data source across your firm, standardize the mess, and run AI agents that deliver portfolio insights, LP reports, deal intelligence, and more.

The reason your AI initiatives haven't delivered: your data is fragmented, inconsistent, and siloed across tools.

100+

hours per quarter spent cleaning and re-entering data. Your team is doing machine work.

Zero

context sharing across tools. Portfolio data, deal history, and LP relationships live in separate silos.

Heightened

LP scrutiny and AIFMD 2.0 mandates. LPs now demand ILPA-standardized transparency while regulators require comprehensive Annex IV reporting on all assets, exposures, and delegations.

One connected intelligence layer

Connect your data. Agents do the rest. Works alongside your existing tech stack, or replaces it.

1

Connect

One layer that ingests every source. Portfolio systems, spreadsheets, PDFs, emails, contracts, deal docs. Raise reads it all without a migration project.

2

Standardize

AI agents clean and normalize your data automatically. Every data point mapped to one canonical schema, consistent, auditable, reliable.

3

Generate & Execute

Agents work for you. LP reporting, due diligence, value creation, and more, all powered by clean data, delivered on autopilot.

We handle everything for you.

We do all the implementation and integration, so you don't need to spend days on onboarding. Your team logs in to a ready-to-use platform with clean data and working workflows from day one.

We support our customers actively. Every firm gets a dedicated customer success manager and assigned engineers who answer questions, build custom workflows, and make sure the platform fits how your team actually works.

  • Done-for-you implementation, typically in days
  • Dedicated customer success manager
  • Engineers on call to answer questions and build custom workflows

One brain that knows everything about your firm and portfolio.

Raise standardizes your firm's data into a single intelligence layer, then runs AI agents on top. Each workflow delivers complete, finished work. Here's what's live today and what's next.

Live

Turn messy portco files into LP-ready data

Ingests any format. Excel, PDFs, emails. Maps to ILPA v2.0 and AIFMD 2.0 standards. Full audit trail with confidence scoring.

📊 Live

Generate quarterly letters and fundraising decks in minutes

Refresh your fundraising deck and LP letters with this quarter's data without rebuilding from scratch. ILPA and AIFMD templates, quarterly reports, and investor updates, all built from clean data.

🔍 Beta

Spot underperformers before the next investment committee

Monitors anomalies, flags underperformance, answers natural language queries across your entire portfolio.

🚀 Beta

Surface warm intros from your team's network

LinkedIn warm intros, portco KPI benchmarks, growth gap analysis.

Coming Soon
🎯 Coming Soon

Find your next deal with Raise

Uses your firm's network, past deals, and live web research to surface opportunities. Like a tireless analyst.

🛡️ Coming Soon

Speed up due diligence

Synthesizes public data, internal memos, and comparables. Surfaces red flags early so your team can focus on decisions.

🤝 Coming Soon

Manage LP communications at scale

Manages your IR inbox, drafts LP responses, tracks commitments and follow-ups. Your IR team, scaled with AI.

See It In Action

Watch our agents deliver finished work in minutes.

Built for how institutional firms actually operate

ILPA & AIFMD Compatible

Supports ILPA Reporting Template v2.0 and AIFMD 2.0 with no additional setup. Your data meets LP and regulatory expectations from day one.

Full Audit Trail

Trace any number back to its source document and cell. Complete transparency for compliance, LP trust, and your own peace of mind.

Works With Your Stack

Raise connects to your existing portfolio monitoring tools, accounting systems, and spreadsheets. Or replace them entirely. Plug any tool you already use into Raise through our MCP server.

Up and Running in Days

We handle all setup so your team can stop wrestling with spreadsheets and start using their data.

Every quarter on Raise, your data gets cleaner, your benchmarks sharpen, your network deepens. The platform compounds with use.

Ready to eliminate manual work from your firm?

See how Raise connects your data and deploys AI agents that deliver finished work, in a 30-minute demo.

Schedule a Demo
For Portfolio Companies

Are you a portfolio company backed by PE, VC, or private credit?

Streamline reporting to your investors. Raise cleans and standardizes your data so you spend less time on spreadsheets and more time running your business. Heavily discounted pricing for portfolio companies. Reach out and we'll get you set up.

Learn More

See what Raise can do for your firm

Tell us a bit about your firm and we'll reach out to schedule a walkthrough.

Prefer email? Reach us at
contact@theraisecompany.ai