Make thoughtful decisions about manager selection, portfolio construction, and generational wealth with confidence. Your AI-powered intelligence system for long-term wealth planning and preservation.
Built for family offices managing 30+ fund commitments
A small family office that wanted to get things right
We were a small family office managing 30 PE funds. Every quarter, the same nightmare: PDFs from 30 different GPs, all in different formats. Our analyst spent weeks manually entering data into Excel. When the IC would ask "How does this new manager opportunity fit our portfolio?" or "What's our liquidity position over the next 5 years?" we'd say"give us a week to model that."
AI had evolved beyond chatbots. We realized: "This technology can read, think, and model like an analyst—but never gets tired."If AI can diagnose diseases and write code, it can certainly understand fund economics, extract data from messy PDFs, and run Monte Carlo simulations. We didn't want to replace our analysts—we wanted to amplify them with AI that handles the repetitive work so they can focus on insights and strategy.
So we built Nagare—your AI co-pilot for private markets. First for ourselves. Then other family offices asked for it. Now family offices worldwide use Nagare as their AI-powered portfolio operating system.The transformation? What used to take weeks of manual work every quarter now takes 2-3 hours for initial setup—then it runs continuously. Complex strategic questions that used to require weeks of analysis? We can now explore them thoroughly and thoughtfully—with AI handling the mechanical work. Our analysts went from data entry clerks to strategic advisors. AI amplified their expertise—it didn't replace them.
Portfolio Managers • Investment Directors • CEOs • Principals
Managing 30+ fund commitments with a lean team? Make confident, strategic decisions with AI-powered intelligence. Explore complex questions thoroughly—manager evaluation, liquidity planning, risk analysis.
Analysts • Associates • Investment Managers
Stop being a data entry clerk. Let AI handle the grunt work while you focus on insights, strategy, and what you were actually hired to do.
The best AI doesn't replace expertise—it amplifies it. Nagare handles the repetitive, the tedious, and the error-prone. You handle strategy, judgment, and decisions. That's how it should be.
Watch how the AI handles complex portfolio questions with natural conversation
Every capability accessible through natural conversation
Reads and extracts data from any GP document format
Creates what-if scenarios with full portfolio impact analysis
Answers complex portfolio questions instantly
Forecasts cashflows and identifies shortfalls
Explains why performance differs from forecasts
Natural language search across all funds and documents
Everything accessible via natural language
Search funds by name, type, vintage, status, or any criteria
{ "query": "2023 venture capital funds" }Found 8 funds: • Sequoia XIV (VENTURE_CAPITAL, 2023, $850M) • Benchmark X (VENTURE_CAPITAL, 2023, $425M) • Accel XV (VENTURE_CAPITAL, 2023, $650M) ...
Real results from family offices and institutional investors using AI-powered portfolio intelligence
Most AI tools are glorified text processors. Ours understands fund economics at a fundamental level.
The Bottom Line
We didn't bolt AI onto portfolio management. We rebuilt portfolio management from the ground up with AI at the core. That's why it actually works.
Not just document scanning—sophisticated AI that reads like an analyst, models like a quant, and answers like a CFO's right hand.
Upload any document—messy PDFs, locked Excel files, scanned images, email forwards. Our AI understands context, extracts data with 99.7% accuracy, and learns your GPs' formats.
Built for 30+ funds where Excel breaks down and complexity requires institutional-grade tools
Models trained on decades of fund economics. Understands J-curves, deployment pacing, exit dynamics, fee structures, and multi-currency complexities. Thinks like your best quant analyst.
Institutional rigor for thoughtful, high-stakes decisions about generational wealth
Ask questions in plain English. "What's our liquidity in Q3 2026?" "Which funds are underperforming?" "Show me USD exposure." No SQL, no formulas—just answers.
Available 24/7—never waits for office hours
Your IC asks: "Should we commit to this emerging manager? How do they compare to our existing relationships?"
Traditional approach: "Give me a week. I need to pull historical data and rebuild comparisons."
With Nagare: Explore thoroughly with AI-powered analysis. See manager comparisons, performance attribution, and portfolio fit.
Complete implementation in days, insight that lasts for decades
Upload historical transactions. We support any format—CSV, PDF, Excel, emails.
Capture fee structures, return assumptions, deployment curves. We provide templates.
Instant portfolio-level forecasts with confidence intervals. Currency-adjusted.
IC reports ready. Run scenarios. Track variance. Export to any format.
Replace $445K+ in manual costs with AI-powered institutional infrastructure
Use our interactive ROI calculator to see your personalized savings and return on investment
What you're replacing: $280K analyst time + $80K consultants + $85K+ software = $445K+/year
All plans include: Full AI capabilities • Unlimited transactions • Unlimited scenarios • Multi-currency • 99.7% AI accuracy • 99.9% uptime SLA
Annual billing available (save 15%) • Volume discounts for 100+ fund portfolios • AI improves with every document
Practical guidance for modern portfolio managers
We calculated the true cost of manual processes: $280K in analyst time, $80K in consultant fees, and $200K+ in errors and missed opportunities. Here's how to eliminate it.
Read ArticleModern AI can extract data from 100+ GP formats with 99.7% accuracy. It understands context, handles multi-currency, and never gets tired. Here's how it works.
Read ArticleWhen the IC asked "Should we commit to this emerging manager? How do they compare to our existing portfolio?", this $800M family office had the confidence to decide thoughtfully. Here's their workflow.
Read ArticleManaging funds in USD, EUR, GBP, and CHF? Currency volatility can mask true performance. Here's how to handle FX properly.
Read ArticleInvestment committees don't want 50-page Excel workbooks. They want clear answers to 3 questions. Here's the modern IC report template.
Read ArticleShould you run 10,000 simulations or stick with three scenarios? It depends on what you're trying to answer. A practical guide to portfolio modeling.
Read ArticleAI-powered intelligence for thoughtful, strategic decisions. Your analysts focus on insights, not data entry. Your investment leaders explore complex questions with confidence. Your IC makes better decisions about generational wealth.
Built for family offices managing 30+ fund commitments