Private markets run on proprietary information and judgment. Information velocity is a competitive advantage — the firm that processes a CIM faster, identifies a covenant breach earlier, or spots a portfolio anomaly before it becomes a crisis wins. The constraint is not intelligence or thesis quality: it is the volume of information and the time required to process it. Compass PM addresses that constraint directly, without the data risk that makes generic AI tools inappropriate for this environment.
Compass PM is pre-built for the private markets investment cycle from sourcing through exit. It arrives pre-trained on the workflows, document types, and analytical patterns that characterize PE, private debt, and secondaries. You customize for your investment thesis, your portfolio, and your reporting requirements — and the fleet learns more about your approach with every deal it participates in. Firms using it report faster investment decisions, better portfolio visibility, and investors who receive cleaner reporting with materially less manual work from the investment team.
Deal Flow and Diligence
Sourcing suffers from a fundamental asymmetry: the universe of companies worth screening is large, but the time available for screening is fixed. Compass PM agents screen thousands of companies against your investment thesis continuously — not as a one-time project, but as an ongoing capability. When a company crosses your criteria, it surfaces with supporting evidence: financial summary, management background, market context, and comparables. Your team focuses on conviction, not processing.
Initial diligence follows the same pattern. CIM summaries that require half a day of analyst time are produced in minutes — not as a replacement for analyst judgment, but as a first pass that frees your team to focus on the questions that actually require their expertise. Investment memo drafts, LP summary sections, and board materials follow the same model: AI handles the synthesis and formatting; your team handles the judgment and sign-off.
Portfolio Monitoring and Reporting
The recurring work in portfolio management — performance monitoring, variance analysis, covenant tracking, board reporting — consumes analyst capacity that could be directed toward value creation. Compass PM automates the recurring work so your investment professionals focus on the non-recurring decisions.
Continuous covenant monitoring watches every borrower or portfolio company against the agreed terms — flagging breaches before your next reporting cycle, not after. Daily NAV calculation and mark-to-market reconciliation across complex fund structures runs automatically, eliminating the manual spreadsheet work that occupies your operations team. Investor-ready quarterly and annual reports are drafted by the fleet and reviewed by your team — same quality, a fraction of the time.
Sovereign Data Architecture
Your deal data, your proprietary models, your competitive advantage. Compass PM runs on your infrastructure via Orion, and no cloud API ever sees your portfolio data. When you screen companies or run credit risk models, the inference happens inside your environment. The models that learn from your deals are yours — improving your future deal quality, not training a competitor’s system.
- Portfolio monitoring — automated performance analysis, variance analysis, and board-ready reporting across every holding in your portfolio
- Deal flow agents — screen thousands of companies against your thesis; surface CIM summaries and comparables so your team focuses on conviction
- Credit risk — continuous covenant monitoring and borrower health scoring trained on your book, not generic credit models
- Daily NAV — automated mark and reconciliation across complex fund structures; eliminates manual spreadsheet work from operations
- Investor reports — quarterly and annual reports drafted by AI, reviewed and signed off by your team; same quality, materially less time
- Sovereign deployment — your deal data runs on your infrastructure; no portfolio data leaves your systems
See how Catalyst Enterprise deploys Compass PM at your firm →