ALLOCATORS & LPs
Let AI 10x your
team’s capacity
Finpilot is built for Endowments, Foundations, OCIOs, and Family Offices - handles research, monitoring, and ops so your team can focus on decisions.
ALLOCATORS & LPs
Let AI 10x your
team’s capacity
Finpilot is built for Endowments, Foundations, OCIOs, and Family Offices - handles research, monitoring, and ops so your team can focus on decisions.
ALLOCATORS & LPs
Let AI 10x your
team’s capacity
Finpilot is built for Endowments, Foundations, OCIOs, and Family Offices - handles research, monitoring, and ops so your team can focus on decisions.
Turn a team of 3 into 30
Turn a team of 3 into 30
Let AI do the heavy lifting while your team focuses on what really matters -
managers and investing decisions
Let AI do the heavy lifting while your team focuses on what really matters - managers and investing decisions
Reclaim hours for
high-value work
Reclaim hours for high-value work
Automate manager research, analysis, and meeting prep to focus on high-value decision making
Scale operations
without scaling costs
Scale operations without scaling costs
Turn knowledge work bottlenecks into automated workflows that expand your capacity instantly.
Monitor every detail in your portfolio
Analyze every document and data point for comprehensive oversight humans can't capture
Master every manager relationship at scale
Synthesize and track all data from managers - deeper insights, better meetings, no manual work
Tools every allocator needs
to manage complex portfolios
Tools every allocator needs to manage complex portfolios
From instant answers to automated reporting—all your essential workflows
in one AI-powered platform connected to your documents
From instant answers to automated reporting—all your essential workflows in one AI-powered platform connected to your documents
CHAT
Instant analysis from all your manager documents
Finpilot offers a powerful chat interface to your manager documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Deploy AI agents to work continuously on complex background tasks - meeting prep with managers, synthesizing quarterly updates, analyzing Excel data, due diligence, and beyond.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEACH HUB
Zero-effort research management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
CHAT
Instant analysis from all your manager documents
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-effort research management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
CHAT
Instant analysis from all your manager documents
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-effort research management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
CHAT
Instant analysis from all your manager documents
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-Effort Research Management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
CHAT
Instant analysis from all your manager documents
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-Effort Research Management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
AI you can trust: 100% accurate
and fully transparent
Outputs with zero hallucinations - every response is fully auditable and includes
precise citations linking to the exact location in source documents.
AI you can trust: 100% accurate
and fully transparent
Outputs with zero hallucinations - every response is fully auditable and includes precise citations linking to the exact location in source documents.
AI you can trust: 100% accurate and fully transparent
Outputs with zero hallucinations - every response is fully auditable and includes precise citations linking to the exact location
in source documents.
Seamless integration with
your existing ecosystem
Seamless integration with your existing ecosystem
Ready to supercharge your team with AI?
See how Finpilot works with your data and turns a lean team into an analytical powerhouse
Ready to supercharge your team with AI?
See how Finpilot works with your data and turns a lean team into an analytical powerhouse
Ready to supercharge your team with AI?
See how Finpilot works with your data and turns a lean team into an analytical powerhouse
© 2024 Finpilot. All rights reserved.
© 2024 Finpilot. All rights reserved.
© 2024 Finpilot. All rights reserved.