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Key Metrics. Clear Performance. Fast Insights.

Strip Profile Agent

Our AI agent generates one-page investment summaries and performance snapshots, helping deal teams and portfolio managers get to the key data, faster.

Portfolio Management & Reporting

How SimplAI Creates Instant Investment Snapshots

Deploy specialized AI agents to automate the creation of concise, standardized "strip profiles" for deal screening, portfolio reviews, and LP reporting. SimplAI empowers investment teams to eliminate manual summarization and focus on the data that matters most.

Standardize All Your Investment Summaries

Ingest any data format-from CIMs to internal reports-and let SimplAI extract and standardize the most critical data points into your firm's template.
  • Extracts LTM/NTM Revenue, EBITDA, and margins
  • Summarizes the deal thesis and key risks
  • Creates a consistent, one-page view for all deals

Generate Key Performance Dashboards

The agent automatically calculates and visualizes key performance indicators (KPIs) for your portfolio companies.
  • Tracks MoIC, IRR, and TVPI performance
  • Visualizes revenue growth and margin expansion
  • Compares performance against the underwriting case

Create LP-Ready Performance Snapshots

Instantly generate concise, data-driven summaries for your limited partners, ideal for quarterly updates and annual meetings.
  • Auto-populates LP-facing templates with key metrics
  • Summarizes key value-creation initiatives
  • Ensures data is consistent, accurate, and on-brand

Accelerate Preliminary Deal Reviews

Use strip profiles to quickly screen new deals, helping your investment committee review more opportunities in less time.
  • Provides a "Tear Sheet" view of new opportunities
  • Highlights valuation, leverage, and key financials
  • Allows for rapid 'Go/No-Go' decision making

Results that matter

SimplAI converts data-heavy reports into concise, actionable snapshots - improving decision speed and team capacity.
Report Generation Time
< 60 Sec
Manual Summarization Reduction
95%
Investment Committee Prep Time
-70%
Data Consistency Across Reports
100%

Ready to Get to the Point, Faster?

Stop wasting time summarizing data you already have. Deploy the SimplAI Strip Profile agent and empower your team with instant, data-driven summaries for faster, smarter decisions.

Built for Investment & IR Teams

Built for Investment & IR Teams

Adapts to your templates. Handles summaries end-to-end. Works 24/7.

Scales Like Software

Scales Like Software

Generates hundreds of performance snapshots daily with perfect, consistent accuracy.

Built for Private Equity Data

Built for Private Equity Data

Trained on investment memos, LP reports, and financial metrics (MoIC, IRR, EBITDA).

Integrated With Your Stack

Integrated With Your Stack

Works with S&P Capital IQ, Pitchbook, Affinity, Salesforce, and your internal data warehouse.

Compliant by Design

Compliant by Design

Manages all sensitive financial and performance data with a full audit trail and access controls.

Instant Reporting Lift

Instant Reporting Lift

Go live in 4 weeks and see measurable improvements in your team's reporting speed and capacity.

Trusted by Industry Leaders