If you're backed by PE, VC, or private credit firms, you know the drill. Every investor wants the same data in a slightly different format. Raise turns it into one drop-and-done step.
Most portfolio companies waste a full week each quarter rebuilding the same numbers in three different templates. Raise replaces that workflow.
Drop in whatever you have today. Spreadsheet exports, board decks, monthly P&Ls, KPI trackers, sales reports, PDFs, emails. Or connect your accounting and payroll systems directly for even more seamless reporting. Don't change a thing about how you run the business.
AI agents read every file, pull out revenue, margin, headcount, KPIs, cash, runway, and anything else your investors track. Each number is traced back to its source cell or page so the audit trail is intact.
Every PE fund, VC, and credit fund asks for data in their own format. Raise maps your numbers to each investor's template automatically, including ILPA v2.0, AIFMD 2.0, and any custom request your GP sends over.
Review, approve, and send. Each investor gets exactly what they asked for, in the format they want, with the audit trail attached. What used to take three days now takes fifteen minutes.
You control what each investor sees. Nothing more, nothing less. Every report is reviewed and approved by you before it goes out, and you decide exactly which numbers, files, and notes each investor receives.
Drop your existing files in. Raise extracts, maps, and gives you clean investor-ready data. Here's the workflow on a real portco file.
Schedule a fifteen-minute walkthrough and we'll show you what your next reporting cycle could look like.
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