Private equity, private debt, and secondaries firms move on compressed timelines where information velocity is a competitive advantage. Analysts spend weeks processing CIMs and constructing monitoring reports that AI can handle in minutes — with higher consistency and full audit trails. The risk: AI that leaks your deal flow or hallucinates on portfolio data. Compass PM solves both.
Compass PM is pre-built for the private markets investment cycle from sourcing through exit. Firms using it report faster investment decisions, better portfolio visibility, and investors who receive cleaner reporting with less manual work from the team. Your deal data, your proprietary models, your competitive advantage — all on your infrastructure, never shared with public cloud APIs.
- Portfolio monitoring — automated performance analysis, variance analysis, and board-ready reporting across every holding
- Deal flow agents — sourcing intelligence, initial screening, and CIM summaries so your team focuses on conviction, not processing
- Credit risk — continuous covenant monitoring and borrower health scoring trained on your book
- Daily NAV — automated mark and reconciliation across complex fund structures without manual spreadsheet work
- Investor reports — quarterly and annual reports drafted by AI, reviewed and signed off by your team