Your associates are building portfolio reports in Excel.
CortexaOS tracks every portfolio company in real time, surfaces value creation opportunities automatically, generates LP reports in minutes, and runs your deal pipeline — so your team creates value instead of documenting it.
Every step. Automated.
Private Equity workflows run end-to-end — from first contact to final payment — without you chasing every step.
Deal Sourcing
AI-scored inbound and proprietary deal flow tracked in one pipeline
Due Diligence Tracker
DD checklist, document requests, and findings in one view
Investment Committee Memo
AI drafts IC memo from deal data and diligence notes
Portfolio Onboarding
KPI definitions, reporting cadence, and integrations configured at close
Exit Planning + Scenario Modeling
IRR, MOIC, and exit multiple scenarios modeled in real time
LP Reporting
Quarterly and annual LP reports generated from live portfolio data
KPI Monitoring + Alerts
Automated alerts when portfolio companies miss targets
Value Creation Initiatives
Track every workstream, owner, milestone, and status in real time
Deal Sourcing
AI-scored inbound and proprietary deal flow tracked in one pipeline
Due Diligence Tracker
DD checklist, document requests, and findings in one view
Investment Committee Memo
AI drafts IC memo from deal data and diligence notes
Portfolio Onboarding
KPI definitions, reporting cadence, and integrations configured at close
Value Creation Initiatives
Track every workstream, owner, milestone, and status in real time
KPI Monitoring + Alerts
Automated alerts when portfolio companies miss targets
LP Reporting
Quarterly and annual LP reports generated from live portfolio data
Exit Planning + Scenario Modeling
IRR, MOIC, and exit multiple scenarios modeled in real time
⚡AI-automated handoffs — no manual work required
A Day at a Private Equity Firm Using CortexaOS
Watch a 90-second walkthrough of how Private Equity businesses run CortexaOS end-to-end.
Watch the at a Private Equity Firm Using CortexaOS Demo
2:40 · with narration
AI flags portfolio company misses before they become board surprises
Calculate the Cost of Manual Portfolio Reporting
See what your associates could be doing instead of building Excel models
Calculate the Cost of Manual Portfolio Reporting
See what your associates could be doing instead of building Excel models
Active investments across all funds
Team members spending time on reporting
Quarterly = 4, monthly = 12
Hours spent per cycle across your whole team
Total inbound and proprietary deals reviewed
Portfolio Monitoring Value
$33,600Real-time KPI visibility across all portfolio companies
Total Annual ROI
$90,542Conservative estimate for your current fund size
Associate hours/year freed from Excel and slide decks
Your Annual ROI
$18,692Associate hours/year freed from Excel and slide decks
No credit card required · Full platform access · Cancel anytime
Everything you need. Nothing you don't.
Purpose-built for private equity businesses — not retrofitted from a generic platform.
Portfolio Company Dashboard
Real-time KPI monitoring for every portfolio company. Revenue, EBITDA, margin, and custom metrics updated automatically each period.
LP Report Generator
Quarterly and annual LP reports assembled from live portfolio data and formatted to your fund templates — in minutes, not days.
Value Creation Tracker
Track every value creation initiative by workstream, owner, milestone, and status across your entire portfolio in one board.
Deal Pipeline CRM
Track every deal from sourcing to close. AI scores inbound deal flow and flags deals that match your thesis criteria automatically.
Due Diligence Tracker
Manage every DD checklist, document request, management interview, and open question in one structured workflow.
KPI Monitoring + Alerts
Automated alerts when portfolio companies miss revenue, EBITDA, or custom KPI targets — before management reports land.
Exit Scenario Modeling
Model IRR, MOIC, and exit multiples across multiple exit scenarios and timing assumptions in real time.
Fund Administration
Track capital calls, distributions, LP commitments, and fund-level performance metrics across all vehicles.
How we compare to Altvia & Allvue
Feature-by-feature, CortexaOS isn't a supplement — it's the replacement.
Comparison based on publicly available feature documentation as of 2026.
Less reporting. More value creation.
Stop paying associates $180K/year to build Excel models. Let AI do the work.
No credit card required · 14-day free trial · Cancel anytime