Data Solutions for Investors & Portfolio Companies
Welcome to Edge Connect AI – connecting private equity investors and portfolio companies with seamless data solutions. Streamline portfolio reporting with AI to unlock strategic insights.
Unlock Your Competitive Edge with AI-Driven Insights.
Seamless Integration
Leverage unified APIs to connect ERP, CRM, and HR data, consolidating fragmented systems into a single, consistent portfolio view. Instantly onboard new companies and eliminate reporting burden for portfolio CFOs.
Data Transformation
Powered by advanced ML/NLP models, Edge Connect AI automatically identifies, transforms, and maps data fields to investor-defined metrics, delivering insights faster and more accurately than manual processes.
Data-driven Insights
Gain a 360° view of portfolio performance, benchmark across companies, unlock value creation levers, and ensure compliance with evolving reporting requirements and ESG standards.
Elevate your workflow by seamlessly integrating our machine learning platform with your existing tools. We understand the importance of collaboration and compatibility, which is why our platform supports a wide array of integrations.
Built on expertise
Built by private equity executives and AI/ML experts
The Edge Connect AI team combines years of private equity expertise with leadership in AI/ML innovation, shaped by experience at firms like Hg Capital, DealCloud, and Goldman Sachs. With a deep understanding of the investment process and fund operations, we have developed a platform that integrates advanced AI/ML technology into the investment workflow to enhance efficiency and maximize returns.
Are You Facing Similar Challenges with Portfolio & Investor Reporting?
AI-powered data platform that provides value to your entire team
FOR FINANCE TEAMS
Simplify Reporting: Auditable Data You Can Trust
Leave behind manual review processes and Excel-based reporting templates. Edge Connect AI transforms fragmented portfolio data into standardized, investor-ready reports, enabling collaboration between investors and portfolio companies on a unified data view. Gain full traceability from source systems to final outputs, ensuring accurate, consistent reporting for GPs and LPs.
Fast, cost-free implementation with instant company onboarding
Automated data collection, eliminating manual work and human error
AI-driven mapping of standard & custom metrics to source systems
FOR INVESTORS AND CEOs
Unlock Strategic Insights:
Data-driven value creation
Gain deep insights into the underlying business performance with AI-driven analytics. Track critical metrics in real-time to identify value drivers, optimize growth strategies, and minimize risks.
Uncover key performance drivers and identify risks early
Improve investment outcomes with data-driven strategies focused on long-term value creation
Monitor KPIs and benchmark performance against industry peers
FOR IT AND DATA SCIENTISTS
Build a Centralized Data Hub: Integration Made Easy
Edge Connect AI provides APIs that simplify complex data integrations and reduce the need for custom builds, allowing IT teams to focus on strategic projects and advanced analytics.
Create a centralized data lake to consolidate portfolio data
Simplify complex system integrations with AI-powered connectors
Transform raw data into advanced, actionable insights with AI-powered analytics
