Operational complexity is outpacing your portfolio.
Millions of data points across ERPs, vendor reports, and covenants — yet most firms still reconcile it all by hand.
No common language across the portfolio
Every company reports differently. Comparing performance means rebuilding the data from scratch.
Your analysts are acting like administrators
Weeks spent chasing submissions and reconciling figures — not identifying risk or finding value.
Underperformance hides until it’s too late
The signal gets buried in the noise. By the time you see it, it's already a problem.
Winning isn’t just about strategy. It is about having the intelligence to execute on it.
Everything your investment team needs to stop operating in the dark.
One platform connecting deal flow, portfolio data, and investor relationships — giving you the full picture, without the manual grind.
Credit AI
Spot covenant risk before it becomes a problem.
Deal Management
See every deal, at every stage, without chasing updates.
Document Processing
Find any document, from any company, in seconds.
Portfolio Management
Every portfolio company.
One live view.
Executive Reporting
Board-ready reports without the weekend sprint.
Investor Relations
LP reports that go out on time, every time.
One view across your entire portfolio. Live, not last quarter.
A modular, end-to-end solution giving you real-time visibility into performance, risk, and opportunity.
We create tangible change across your portfolio.
2x faster
Identification of portfolio companies trending below plan.
30%
Improvement in on-time submission rates for portfolio KPI packages.
Monthly
Reporting cadence — upgraded from quarterly to rolling portfolio dashboards.
Real-time
Covenant risk and margin erosion signals surfaced across every investment.
A Private Equity Firm
A PE firm struggled to see under-performance until it was too late.
Haptiq unified portfolio financials, standardized KPIs, and leveraged AI to empower investment teams to intervene before value eroded.
No early warning across a mixed-industry portfolio
Manual comparisons, unstandardized KPIs — by the time underperformance appeared in reports, the window to act had closed.
Proactive, AI-enabled portfolio intervention
Unified financials, IC-ready views, and AI signals for covenant risk and margin erosion — so teams intervene before value erodes.