We all do research regularly. With AssociatePro, you can save hours by searching and discussing all your project’s documents in one place. Plus, we provide access to 90,000 media sources to help you see the complete picture and find the most accurate and up-to-date data.
The AI platform developed and fine-tuned for professionals in the
investment sector
Our experience in the investment industry has taught us how AI solutions can improve the efficiency of analysis, reporting, and daily tasks.
This has enabled us to develop a platform that assists at all key stages:
Data Accuracy
We make our investment decisions based on data, so we need to make sure that the data we use is reliable.
With a single click, you can get full confidence that the data is accurate by checking the source material. You can verify each citation by looking at the exact page and sentence in the document or article.
Reporting
Generate customised and impactful reports within minutes rather than hours. Obtain the most precise data, incorporate explicit inputs, and present them according to the requested standards.
Fundraising
Develop compelling strategies, presentations and comprehensive documentation to attract top-tier LP’s and foster their long-term loyalty.
Transaction
Closing the transaction is always a team effort. We help your team to effectively manage the process, engage with our expert agents, and obtain the necessary insights and accurate information. All to secure and delivere the best possible deal.
Portfolio Management
Enhance the value of invested companies or assets. Efficiently manage companies data and collaborate to foster growth and increase value.
Identified problems of the investment industry:
Old World
vs
New World
Overload of data
– data is spread across various sources
– the constant search for the most appropriate data, combining both internal data sources as reports and industry-specific portals
– inefficient manual screening leads to constant, manual redoing of work. Time-consuming verification process
Reliable data
+ search both internal documents and external data sources
+ get fast, up-to-date, accurate, and always reliable responses to their most complex questions
+ gives you a reference to the exact place in the file or source from, so you can be 100% sure that it is reliable
Silosed know-how
– the data is scattered across different teams or within portfolio companies, making it challenging to achieve a comprehensive overview
– access to the data is usually available, but sourcing is time-consuming
– each team knows its files and data; knowledge sharing is difficult and inefficient
Collective know-how
+ with access to all the team’s knowledge, you can work more efficiently
+ specialised agents are at your disposal to answer you or challenge your thesis
+ previous performance and experience is recapitalised and reused
Constantly rebuilding and evolving
– consistently reinventing the wheel instead of utilising available data and process-learning tools
– wasting time reworking processes instead of leveraging insights
– repetitively reconstructing strategies without capitalising on existing information
Applying the best standard
+ our trained agents guide you to ensure the best possible outcomes
+ specialised agents have a deep understanding of past performance, current strategies and best cases – helping to assess new deals and screen the market for best opportunities
Work mainly done individually
– employees work independently, with minimal assistance or coordination
– focus on personal responsibility for tasks and outcomes
– limited exchange of ideas and knowledge among colleagues
– employees mostly rely on themselves to complete their tasks
Project-focused team approach
+ teams use AssociatePro to interpret complex data and draw insights collectively
+ AssociatePro is designed to facilitate project-based collaboration, helping them to work simultaneously on several projects within tailored teams
Is it secure?
Your data is secured and encrypted to the most advanced standards by end-to-end multi-layered security certified with the industry best frameworks.
Each client engagement entails the completion of a System and Organization Controls (SOC) 2 Type 1 audit. This audit represents a globally acknowledged benchmark in information security compliance and was formulated by the American Institute of Certified Public Accountants (AICPA). The purpose is to facilitate the independent validation of a service organization’s internal controls pertinent to information security by a third-party auditor.
The SOC 2 Audited Report reflects the auditor’s assessment concerning the degree to which an organization’s security measures align with the established SOC 2 criteria.
Does the model learn on my data?
We strictly prohibit our models from learning from your data. Since we do not have access to it, we ensure that it remains exclusively in your possession.
My own data
You can simply upload a text file, email, or PDF, and AssociatePro will identify and extract the key information to give you a precise answer to your inquiry. Plus, we’ll show you exactly where the answer comes from, ensuring you can be completely confident in its accuracy.
Can I integrate external data sources?
Certainly. We grant access to your preferred informational providers, including esteemed services such as Bloomberg and Pitchdeck, as well as specialized offerings like ReactNews.
We facilitate entry using your existing subscription or assist in establishing a new one.
Currently we allow an access to 90,000+ mainstream and long-tail news sources from over 200 countries
Solution: AssociatePro
