A new generation of language tech has landed, designed to bridge the gap between messy inputs - think emails, PDFs, and broker decks - and the solid decisions your team needs to make. That’s why it matters.

What changes for private equity & private credit

• Deal flow stops being a deluge. Incoming pitches are summarised and normalised quickly, ensuring the right people see the right opportunities first.

• Documents become clear, fast. Loan terms, side letters, and board packs are pulled into plain language with the critical lines highlighted, making complex documents digestible.

• Quarter end doesn’t swallow your week. Commentary drafts and "what changed" notes start stronger, with direct links back to the underlying numbers, streamlining your reporting.

• Lightweight automations you can trust. Routine jobs - pulling KPIs, drafting updates, routing for review - become dependable rather than fiddly.

What PortF is upgrading for you

PortF is building a modern, AI-powered portfolio management solution. We do this by:

• Collecting and Processing Data: We turn unstructured data from emails, PDFs, and public domains (for ESG data) into structured, actionable information.

• AI-powered Reporting: Our platform provides insights and proprietary signals, helping you make sense of your data.

• Automation & Action: We enable natural language interaction - letting you chat with your data - and configure agentic AI workflows for seamless automation.

• Document Summary & Extraction: This includes scraping emails and PDFs for financial KPIs and providing concise summaries.

Specifically, you’ll see upgrades to:

• Deal intake & triage. Cleaner summaries from emails and attachments, quick de-duplication, and must-see flags in your dashboard.

• Covenant & KPI monitors. Clear explanations when thresholds are crossed, tied directly to the figures and clauses.

• Report drafting. Better first drafts for investor updates and board materials, with source citations by default.

• One-click workflows. Generate → review → route, with the same approvals and audit trail you already use.

What you’ll notice day to day

• Fewer clicks to get to the point. The context you need appears exactly where you’re working.

• Cleaner first drafts. Less time spent rewriting, more time spent approving.

• Time back. Your analysts can spend more time on critical judgement, not tedious copy-and-paste tasks.

How we’re rolling it out

We’ll ship these improvements gradually, running them side-by-side with your current flows. This means you can compare the new with the old and switch over when you’re ready. Importantly, your controls won't change: approvals remain in place, and every output stays traceable to its original sources.