It reports, it does not act
No email is sent, no figure is saved and no deal moves without a person.
Across every stage
Checks that run while you work, and never act on their own.
Autopilot runs scheduled checks across your deals, portfolios and funds, and reports what it finds each morning. It never sends, approves or changes anything.
Book a demoAutopilot
This morning at 07:00 · 5 findings
To act on1
To watch2
Ready to review2
Valuation differenceMeridian Health 32% apart: Aurora I and Archway III
MonitorMissing reportQ3 report not received: Horizon Investment Fund III
MonitorOpen items due3 questions for managers due this week
AnalysePortfolio update readyAshford Family Office: 7 new documents to review
PortfolioReports kept up to dateExecutive Brief refreshed for Archway Capital Fund IV
AnalyseThe things that are easy to miss in a busy week.
- DealsReports kept up to date as documents arrive, new deals analysed, closing windows approaching
- Open itemsQuestions for managers and tasks due this week
- PortfoliosUpdates from new documents, ready for review
- FundsMissing reports, valuation differences between your funds, company news and events
You choose what is checked, and when.
Switch each check on or off and set its schedule. Results arrive each morning with the documents and figures behind them, for your team to act on as it sees fit. When two of your funds value the same company more than 20% apart, Autopilot raises it with both reports attached.
Autopilot settings
Choose each check and when it runs
Keep reports up to dateAs documents arrive
Valuation differencesWeekdays at 07:00 · more than 20% apart
Missing reportsWeekdays at 07:00
Company newsEvery Monday
How Autopilot behaves.
You choose the checks
Switch each check on or off, and choose when it runs.
Each finding has its evidence
Every result links to the documents and figures behind it.
Autopilot works across all three stages, on the same record.
See the whole life of an investment, in one place.
A thirty-minute demo, shaped around how your team runs diligence, portfolio planning and monitoring today.