AI-Powered Portfolio Management Platform for Private Equity.

Built by private equity investors for private equity investors.

Transform fragmented portfolio data into a single source of truth. Our AI-first platform streamlines financial reporting and eliminates decision-making bottlenecks - empowering faster, smarter insights across all your portfolio companies.

Aurelia dashboard showing portfolio analytics for Inditex

Key Features.

Data collection.

Aurelia Gathers and consolidates structured and unstructured data from multiple sources into a single source of truth platform.

Data collection visualization

Seamless communication.

Aurelia enables seamless communication between companies and investors through an integrated chat that keeps a record of all data-related conversations, tracking who asked what, when, and which figures were validated.

Data collection visualization

Automatically generate reports.

Aurelia automatically generates personalized reports tailored to each client's specific needs and portfolio structure.

Report generation

Aurelia chat.

An intelligent natural language chat assistant that answers your questions and comparisons based on live portfolio data.

AI chat assistant

Contact Us.

Learn how Aurelia can streamline your portfolio management.

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