How to use Apex AI

What it is

Apex AI is the chat-driven intelligence layer that sits on top of Deal Room and the LP Portal. It reads your portfolio — your positions, your fund's books, your subscriptions, your watchlist — and answers questions in plain language. It can also act on the same data: share a diligence pack, send a quarterly LP letter, advance a deal stage, or DM an investor.

What makes it different from a generic LLM chat is the corpus: Apex's context is exclusively your tenancy. Position data never leaves your workspace and never enters a shared training set. The model is gated by your authentication and your KYC tier — if you can't see something in the UI, Apex can't see it either.

Who it's for

• Fund managers running active books who want to ask portfolio-level questions without building a spreadsheet — exposure, concentration, vintage performance, pacing.
• LPs who want their own slice of the picture — your IRR, your DPI/RVPI, your concentration across the GPs you commit to. The LP view of Apex is read-only and scoped to your portfolio.
• Analysts who need to produce a quarterly note or board pack — Apex drafts the narrative against the live data and links every claim back to the underlying record.

Getting started

Apex is accessible from the global nav (Intelligence → Apex AI) and from a floating prompt on every Deal Room and Portfolio page. There's no separate setup — once you have a verified Deal Room account, Apex inherits your tenancy.

1. Open Apex. From the nav or the floating prompt. The first prompt clears the context to your live portfolio.
2. Ask a question. Natural language. Apex will clarify if your phrasing is ambiguous — e.g. "this quarter" vs "the last 90 days".
3. Read the answer. Every answer is two sentences plus a deep-link to the underlying view (Portfolio, a specific deal, the vault).
4. Refine or act. Ask a follow-up to narrow, or click a chip below the answer to perform an action (share, send, advance, DM).

The seven signals

Apex reads your book across seven defined signals. Each has a primer page inside Apex (click the signal name in any answer). The signals:

Each signal can also be asked about for a single position. "How is Sunray pacing?" returns the called-to-commitment ratio for that one deal.

Deal-bound mode

Inside any Deal Room deal detail page, the Apex prompt is deal-bound — it answers only about that deal. This is the mode most users hit first.

What you can ask in deal-bound mode:

• "Summarise this deal." — Apex reads the offering, the diligence pack, and recent activity. Returns a 5-point summary.
• "What's the worst-case downside?" — Apex pulls the financial model assumptions and runs the floor scenario.
• "Who's signed up so far?" — Subscriber composition (anonymized handles, tier breakdown).
• "Compare this to Geregu Bond." — Side-by-side of two deals on standardized fields.

Acting inside Deal Room

Apex is unusual among AI assistants because it can execute. Every answer comes with action chips for the obvious next moves. Examples:

• "Send the Geregu diligence pack to my partner" — Apex shares the pack with the named user inside Deal Room. The action is logged on the deal's activity feed.
• "DM Atlas Energy" — Opens a workspace message thread with the deal's issuer. Apex doesn't pre-fill content; you type the actual message.
• "Advance Sunray to Diligence" — If you have GP permissions on the deal, this triggers the lifecycle transition Outreach → Diligence. The transition is logged and the issuer is notified.
• "Draft the quarterly LP letter" — Pulls the last 90 days of activity, drafts a 600-word narrative, and opens it in the document editor for you to review before send.

Actions always require a confirm click. Apex never executes silently.

Privacy model

This is the part most people want clarified, so it gets its own section.

• Single-tenant context. Each Apex session is bound to one user's tenancy. Apex cannot read across tenancies, even within the same firm — if a GP wants Apex to see two funds at once, both funds must share the tenancy explicitly.
• No cross-customer training. Position data is not used to improve a shared model. Apex's behaviour improves through prompt engineering and through generic public corpora — never through your data.
• Audit log. Every Apex query and every action it executes is in your audit log, queryable from Settings → Audit. Compliance officers can subpoena it.
• Inheritance. Apex inherits your KYC tier. If you can't see a deal in the UI, Apex can't see it either.

Glossary

Frequently asked