Portfolio company monitoring
Deploy cutting edge AI to monitor your portfolio companies in a way that minimises their reporting burden and tells you what changed before the next board meeting.
Transformative AI-powered sustainability & corporate performance analytics
Fast
Corporate performance assessments in hours instead of days enabling unprecedented depth & scale
Low-Cost
Save up to 75% on data vendor and professional services costs via our licence free commercial model
Customisable
Integrate & adapt existing industry frameworks or bring your own for unprecedented customisation potential
What you can keep watch on
Portfolio company data collection
Save time for deal teams and management by collecting portfolio company data through AI-assisted questionnaires and document uploads. Trustworthy AI pre-fills responses from the policies, board packs and reports companies already hold, so management teams confirm and fill gaps rather than starting from a blank form.
News, reviews and adverse media
Monitor news, employee reviews and stakeholder commentary across the whole portfolio, with alerts for changes in sentiment and developing controversies. See issues as they emerge rather than at the next quarterly review, with every alert linked to its source.
KPI tracking and benchmarking
Track financial and sustainability KPIs for each portfolio company over time, and compare them with listed peers and the wider sector. Spot leading and lagging performance early, and focus board conversations on the metrics that drive value.
Policy, covenant and restriction monitoring
Run ongoing screens against your investment restrictions, exclusion policies, lending covenants and LP side letters. Identify the changes in governance, ownership or business activities that could cause a breach, and get recommended mitigations before they become issues.
Portfolio dashboards and board-ready outputs
View risk, performance and engagement priorities across the whole portfolio in a single dashboard, then drill into any company. Generate briefing notes and quarterly portfolio reviews for boards and investment committees in minutes, with full traceability to the underlying data.
Used by
Private Equity and Credit
Sustainable Value Creation, benchmarking, portco monitoring and LP reporting has never been easier.
Investment Management
AI-native workflows for adopting industry standards and implementing your methodology.
Professional Services
Audit grade, explainable insights personalised to clients’ context and needs for consultancies, auditors and legal advisors.
Related resources
How BGF uses Neural Alpha to transform portfolio company monitoring and sustainable value creation
Using Neural Alpha’s platform, BGF automated peer-benchmarked ESG and climate risk reports for all 194 portfolio companies, replacing manual work with a repeatable annual pipeline that delivers actionable, financially grounded recommendations to every portco.
Case study · 9 Oct
Sustainable Investor - AI in SI: Own the Methodology, Lease the Infrastructure (opens in a new tab)
Sustainable investors should focus on making their investment processes and strategies ‘AI-ready’, says James Phare, CEO of Neural Alpha.
News · 15 Jan
News · 12 Jan
Less noise. More materiality.
Bring a company, portfolio or research topic, and see in minutes what moves value and drives impact.