Stop drowning in
GP reports.
Transform fragmented GP data into structured, audit-ready portfolio intelligence. No spreadsheet gymnastics. No manual data wrangling.
“I spent 30+ hours just getting v1 into a spreadsheet.”
Built by former McKinsey consultants who lived this pain firsthand, advising LPs and GPs for over a decade.
From chaos to clarity
Our AI-native pipeline transforms fragmented GP documents into decision-ready insights.
Document parsing
Automatically upload GP reports in any format and convert PDFs, spreadsheets, and emails into structured, machine-readable data.
Entity extraction
Extract fund, company, and manager data points across all documents.
Data normalization
Normalize data and metrics for cross-manager and fund comparability.
Portfolio aggregation
Aggregate all data into a single, unified LP-ready portfolio view.
Your portfolio intelligence layer
Four outcomes that transform how LPs manage private-market portfolios.
Efficiency
Reclaim hundreds of analyst hours
Stop burning time on manual data entry. Let your team focus on investment decisions, not spreadsheet gymnastics.
Accuracy
100% audit-ready data
AI validation with cross-checks catches errors automatically. Human-in-the-loop review ensures edge cases are handled correctly.
Insights
Uncover hidden patterns
See connections across your portfolio that were impossible to find manually.
"Cross-fund HVAC exposure and TVPI contribution over 10 years"
Intelligence
Always-on portfolio brain
Ask any question in plain English. Get instant answers with citations to source documents.
"What would our portfolio IRR be without Fund X's top investment?"
The LP reporting problem is universal
Survey data confirms what every LP already knows: existing tools don't work.
“Our current approach to data handling is mostly brute force and duct tape. We rely on interns who manually enter the data into our models.”
“We have ~5 people full-time just downloading PDFs from 200+ funds and keying numbers into Excel.”
From chaos to clarity in four steps
philter transforms messy GP documents into intelligent, decision-ready portfolio data.
Ingest
Upload GP reports from any source. Our agentic OCR parses, classifies, and normalizes every document automatically.
- PDF, Excel, and scanned documents
- Automatic document classification
- Table extraction with structure preserved
Validate
AI-powered validation catches errors before they compound. Human-in-the-loop review for edge cases ensures audit-ready accuracy.
- Cross-field reconciliation checks
- Variance flagging and anomaly detection
- Full audit trail for compliance
Analyze
Auto-generate standardized capital accounts, exposure datasets, and performance metrics. No more spreadsheet gymnastics.
- Unified view across all funds
- Real-time portfolio dashboards
- Export to Excel or your data warehouse
Decide
Ask natural language questions. Get cross-fund exposure maps, risk signals, and investment guidance instantly.
- Semantic search across documents
- Cross-fund comparison queries
- Citation links to source pages
Example queries
- "Cross-fund HVAC exposure and TVPI contribution over 10 years"
- "What's our portfolio IRR without Fund X's top investment?"
The pain is widely reported
From family offices to sovereign wealth funds, LP teams face the same challenge.
“It is common in the industry that even opening and closing balances are inconsistent quarter to quarter. The lack of standardization makes aggregation nearly impossible.”
“We need a simple way to understand GP documents, ingest PDFs automatically, and get to TVPI and company-level exposure without building monster spreadsheets.”
“We need a simple way to understand GP documents, ingest PDFs automatically, and get to TVPI and company-level exposure without building monster spreadsheets.”
“Even at our scale [$100B+ AUM], we still stitch together Excel and Power BI to understand private-markets exposure.”
“Functionality among existing tools is still fairly basic. They essentially just present the data as is from the GP reports.”
“I spent 30+ hours just getting v1 into a spreadsheet. Quarterly updates are the same grind.”
Trusted by LPs including:
Ready to stop drowning?
Be among the first LPs to transform their private-market data workflows.
We'll reach out within 48 hours.