For private equity firms

Agentic portfolio reporting with CFO validation.

Agents do the data assembly and analysis you request from portfolio company finance teams today. The draft goes to you and the CFO at the same time.

It eases the strain on the reporting relationship without going around the CFO.

Today, every portfolio company reports its own way.

Different systems, different formats, different measures. To see across them, you ask each finance team, and they build the answer by hand. That takes days and strains the reporting relationship.

How LedgerGlass works.

You ask a question in the app.
Agents assemble the data and write the draft in seconds.
The draft goes to you and the CFO at the same time. Yours is marked not validated.
The CFO adds a note and validates it.

What you see in LedgerGlass.

Each company's statements and agreed data.

LedgerGlass works from each company's financial statements and the data tables its CFO agrees to share. Each CFO has the opportunity to review the numbers before they are considered final.

The LedgerGlass portfolio screen: three invented companies, each with its revenue, two measures and the month its CFO validated them.

A flag when a number moves.

When a number moves outside its normal range, LedgerGlass flags it, with the CFO's explanation.

A flag on a company's utilization, which is under its limit for the third month in a row, followed by the CFO's note explaining why.

A draft in seconds.

When you want to know more, you ask the question in the app. Agents assemble the data and write the draft. You can read it right away, marked not validated.

A draft answer with a brass tag reading Not yet validated by the CFO, a note that it was written 9 seconds after the question, and a table of utilization by practice.

The CFO's validation, with a note.

The same draft reaches the CFO at the same time. The CFO adds a note and validates it.

The same answer with a green tag reading Validated by Maria, CFO, the table of utilization by practice, and Maria's note.

The CFO sets the rules.

Each CFO chooses what the agents may answer about their company. A question about something the CFO has switched off is not answered. You are told why, and you can ask the CFO to switch it on.

The CFO's settings: a list of measures, each switched on, a count of what is switched on, and the setting that lets the investor read drafts.

The companies and numbers in these pictures are invented for the demo.

Faster answers.

You get answers without waiting.

CFO in the loop.

Nothing goes around the CFO. The draft reaches the CFO when it reaches you.

Reduced reporting strain.

The finance teams stop building those answers by hand.

Live demo

See the live demo.

About two minutes, on a phone or a computer. You ask a real question about an invented company, agents build the answer, and you validate it as the CFO.