Exposure & concentration
Where the book is leaning.
Reads your sector and stage mix, flags concentrations above 35%, and benchmarks against vintage peers.
Apex AI BETA
The chatbot that knows your portfolio.
Connect Apex to your Deal Room. Ask anything about your live positions — exposure, pacing, dispersion, who to call. Get answers in plain English, grounded in your real numbers.
< 2sec
Median time to generate a portfolio summary.
7signals
Per-note inputs — TVPI, DPI, sector mix, vintage benchmarks, dispersion, pacing, conviction.
0leakage
Your positions stay in your workspace — never used to train a shared model.
6vehicles
SPV, Sub-Fund, Rolling, Venture, Co-Invest, Roll-Up — type-aware reads.
What you can ask
Seven signals. Conversational.
Apex reads your live portfolio across seven signals — you ask, it answers. Or it acts in Deal Room directly.
Vintage benchmarks
Above, at, or below cohort.
Net TVPI ranked against vintage-equivalent positions in your asset class.
Your net TVPI1.42×
Vintage median1.18×
Top-quartile threshold1.55×
Verdict2nd quartile
Pacing
Dry powder & calls.
Tracks called-to-commitment ratio and flags pacing risk before the next vintage closes.
42% called
healthy
Dispersion
Best vs. weakest.
Spread between top and bottom positions — an early warning on portfolio uniformity.
+1.8× spread
wide
DPI / RVPI
Realized vs. paper.
Split between distributions actually received and remaining marks — the question every LP asks.
DPI0.21×
RVPI1.21×
Acts in Deal Room
Not just answers — actions.
Ask Apex to share a diligence pack, send a quarterly LP update, advance a deal stage, or DM an investor — it does it inside Deal Room, with the action logged on the deal's activity feed.
"Send the Geregu diligence pack to my partner" → shared in 12s, link logged.
Privacy
Your data, your model.
Position data stays in your workspace. Notes generate locally against your tenancy — no cross-customer training.
Sample conversation · \u00a701
Apex AI · quarterly portfolio note
Summary. You hold 5 positions totaling $1.8M in commitments — 42% called, $160K distributed, NAV $590K. Net TVPI 1.42× (ahead of typical early-cycle pacing) with DPI 0.21× — meaningful realized return already for a 2024 vintage book.
Exposure. Largest concentration is Renewable Energy at 48% of commitments. Book is diversified across 3 sectors. Geographic exposure is 78% Nigeria, 22% Sub-Saharan ex-Nigeria.
What I noticed.
- You have meaningful dry powder — 58% of commitments remain uncalled. Pacing is healthy but watch the Q4 calls scheduled across two of your sub-funds.
- Dispersion between your best (Sunray Power Series A, 2.1×) and weakest (Atlas Hydro Co-Invest, 0.3×) position is wide. Worth a call with the Atlas GP on the mark explanation.
- The Polaris Holdings position (signed, $1.2M) is concentrated in transmission infrastructure — correlated with your other grid-adjacent positions. Diversification suggestion in the Recommendation below.
Recommendation. Hold the line. Pacing is healthy. Consider re-upping into the same GP's next vintage rather than spreading thin. Open a diligence thread on Atlas Hydro before its next milestone date (12 Jun 2026).
Generated from your position data
Not investment advice
How it works
Three steps. No prompting.
01
Connect Deal Room
One-click connect to your Deal Room workspace. Apex reads your live positions, deals, and commitments — never copies them out.
02
Ask anything
"How's my pacing?" "Who should I call about Atlas Hydro?" "Send the Geregu diligence pack to my partner." Apex answers in plain English — and can act on Deal Room when asked.
03
Read & act
Get answers grounded in your real numbers, with the option to share, export, or trigger an action inside Deal Room (send report, advance stage, message investor).
Private beta · 2026 Q2
Currently in private beta.
Apex AI is invitation-only while we work with a small cohort of GPs and family offices. Join the waitlist and we'll reach out as cohorts open.
14
Firms in the closed beta cohort
240+
Positions analyzed every week
Q3 26
Targeted general availability
Is this a chatbot?
Yes — but a useful one. Apex is conversational, connected to your Deal Room, and grounded in your real position data. Ask about your book, your pacing, your dispersion. It can also act in Deal Room when asked — share artifacts, send LP reports, advance a deal stage. No generic LLM hallucinations on top of nothing.
Where does the data live?
Inside your Deal Room tenancy. Apex doesn't move your positions out, doesn't train a shared model on them, and never blends them with another customer's data. Notes generate against your tenancy only.
What are the seven signals?
Exposure & concentration, vintage benchmarks (TVPI vs. peer cohort), pacing (called vs. committed), dispersion (best/worst spread), DPI vs. RVPI split, sector / geographic risk, and conviction (the recommendation). Each is computed per position; the note rolls them up to portfolio level.
Is the recommendation investment advice?
No. Apex notes are written as analyst commentary on your live data — useful for surfacing pacing risks, dispersion, and re-up cues — but they are not regulated investment advice. Always pair the output with your own diligence and your firm's compliance posture.
When does general availability land?
Targeted for Q3 2026, after the closed-beta cohort hits 25 firms and we have at least one full vintage of feedback. Until then, access is invitation-only via the waitlist.
Talk to your portfolio.
Apex AI is the chatbot your live positions deserve. Conversational, connected to Deal Room, privately scoped.