What is MCP in a private equity context?

Model Context Protocol is an open standard letting AI assistants securely query external systems. For PE firms, it means asking portfolio and fund questions in Claude or ChatGPT and getting answers computed from the firm's actual books, ownership records, and KPIs.

How does this differ from a data warehouse project?

Foresight is the warehouse and the pipes: data unification from 50+ sources, reconciliation, and QA come managed, with the MCP server, APIs, and hosted Snowflake on top. Firms skip the multi-year internal build.

Can it handle PE-specific analysis like waterfalls and carry?

Yes — exit waterfalls, carry and reserve modeling, gross and net performance, and scenario analysis run on live cap table and accounting data.

Who else uses Foresight?

Foresight powers intelligence across $200B+ in assets, 10,000+ companies, and 700+ funds for venture capital, growth, and private equity investors.

Products

Portfolio

Model what could happen next

Sub-products

Deal Intelligence

AI analysis-ready and structured data

Portfolio Monitoring

AI extracts numbers from any format

Company

Mission

Connect the private market through data

Resources

Company news, blog, announcements, and product updates

Careers

Join a winning team with happy customers

Customers

Investors

Make your best decision faster

Finance

See around corners

Investor Relations

Raise and report confidence

MCP for Private Equity: Secure AI Access to Your Fund's System of Record

Ted Wright, Sales Director

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Diagram titled "A bridge between two cities that previously had no way to reach each other." Side A is the LLM (smart but with no access to your data), connected by an MCP server bridge to Side B, foresight (your portfolio, fund metrics, and cap tables — the source of truth).

Foresight's MCP (Model Context Protocol) server lets private equity firms query their fund and portfolio data — accounting, valuations, ownership, KPIs, and deal history — through AI assistants like Claude and ChatGPT, with every answer grounded in reconciled, auditable data.

The PE data problem AI alone can't solve

PE firms run on precision: waterfalls, carry, capital accounts, and marks that must tie out. Generic AI tools can't help with any of it, because they can't see the data — and even if they could, fragmented systems mean there's no single version of the truth to query. Foresight solves the data problem first (unification, reconciliation, QA across fund accounting, cap tables, deal documents, and KPIs), then exposes it to AI through MCP.

What PE teams use it for

Fund finance:

"What's net IRR for Fund III at the LP level?"
"Which positions have marks unsupported by a recent round?"

Portfolio operations:

"Rank portfolio companies by EBITDA growth this year."
"Which companies missed their quarterly submission?"

Deal teams:

"Show our full financing and ownership history in [company]."
"Model proceeds across the waterfall at a 3x exit."

IR and fundraising:

"Draft the track-record section of the DDQ."
"Summarize Fund II performance for the annual meeting."

Deployment options

Ask questions in Claude, ChatGPT, or Glean via the MCP server; in Foresight's own AI on desktop and mobile; in Excel through the plug-in; or build directly on unlimited API access and a hosted Snowflake warehouse. One reconciled data layer serves them all.

Governed, auditable, defensible

Answers trace to source documents and reconciled records, so a number quoted in an AI chat is the same number in the audit file. Foresight's AI runs on AWS Bedrock, whose no-training policy means model providers like Anthropic and OpenAI cannot use your data to train or improve their models. Foresight is SOC 2 and ISO 27001 certified and CCPA compliant, with encryption in transit and at rest and your firm's permissions enforced. In private markets, one number can have five sources — Foresight makes sure your AI only sees the right one.

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Foresight's MCP server connects AI assistants like Claude and ChatGPT to your fund's unified portfolio data — so your team can ask portfolio questions directly in the AI tools they already use.

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