VC and PE funds spend countless hours manually wrangling cap table data from SAFEs and term sheets, chasing portfolio company financials across PDFs and board decks, and parsing ownership details out of legal documents line by line.
Most firms today are stitching together a mix of legacy cap table software, scattered spreadsheets, board decks in email, and form-based portfolio tracking.
Each tool handles one slice of the picture, requires its own data entry, and creates its own reconciliation headaches.
We designed Deal Intelligence and Portfolio Monitoring to meet firms where they are — working with the formats, documents, and workflows fund managers already have — while raising the bar on what “complete and accurate” means.
AI handles the heavy lifting across ingestion and extraction, with our expert team in the loop to review every output. The result is a level of data quality and coverage that piecemeal tooling simply can’t match.
Deal Intelligence automatically ingests cap tables from any source or format, alongside your legal and transaction documents, extracting critical terms and ownership data with expert review at every step.
Portfolio Monitoring automatically ingests portfolio company financial statements and board decks, extracting a pre-defined set of metrics and attributes and normalizing them into a consistent, ready-to-analyze format.
Portfolio companies can submit reports inany format (PDF, PPT, Word)via a simple drag-and-drop or email “Reply All”, making it the lowest-friction data collection process for founders and improving response rates.
We meet yourportcoswhere they are too, which is why our clients see meaningfully higher compliance and response rates than legacy reporting workflows typically deliver.
Clients can also define custom templates to standardize exactly what data gets collected, giving you full control without adding friction for founders.
What makes these services different isn’t just theAI — it’s where the data lands.
Foresight already connects your fund accounting, performance analytics, and LP reporting into a single data layer. Deal Intelligence and Portfolio Monitoring extend that layer to include the data that lives closest to your portfolio companies: ownership structures, deal terms, financial statements, and operating KPIs.
The result is a top-to-bottom view of your fund — from LP commitments and fund-level performance all the way down to individual company metrics — unified on one platform.
A connected data platform isn’t just about dashboards and reports — it’s about making your data accessible in entirely new ways.
Because Deal Intelligence and Portfolio Monitoring feed directly into Foresight’s unified data layer, with the context layer Foresight provides, every data point captured is immediately available through Foresight’s AI-powered interfaces.
That means your team can ask natural-language questions across the full scope of your portfolio — from fund-level performance and individual holdings down to company-level financials and KPIs — and get answers grounded in real, reviewed data.
Users can do this natively in the Foresight web app and mobile app, or on their desktops (e.g., Claude, ChatGPT) via Foresight’s MCP server.
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