Use case 1
Portfolio reporting agent
Pulls KPIs from portfolio company systems, reconciles them, flags variance, and drafts narrative.
For PE operators, CFOs, controllers, finance teams
01
AI agents for finance teams, PE ops, and portfolio operators.
Replace spreadsheet labor with closed-loop systems for diligence, reporting, close, and portfolio operations.
01
The work that is quietly eating margin.
Close the books faster. Run the portfolio sharper.
1Month-end close drags into week three
2Portfolio data lives in fifteen different decks
3Diligence eats analyst weekends
4Board updates get rewritten from scratch
5FP&A is buried in reconciliations
02
The closed-loop system OpenNash builds.
Same operating pattern, tuned to Finance and PE workflows.
01 Intake
Capture
Read work from the tools your team already uses.
02 Reason
Decide
Classify, retrieve context, choose the workflow, and flag risk.
03 Draft
Produce
Create the response, report, memo, update, or work product.
04 Approve
Control
Route judgment-heavy or sensitive actions through human review.
05 Learn
Improve
Measure outcomes, exceptions, quality, and cycle time.
Feedback loop: every completed workflow becomes a signal for the next version.
03
High-leverage use cases.
Start where the volume, pain, and business value overlap.
Use case 2
Diligence research agent
Builds a first-pass CIM digest, market map, and red-flag memo from data-room material.
Use case 3
Finance close copilot
Reconciles GL activity, drafts journal entry support, and surfaces unusual items for review.
Use case 4
Board deck drafter
Generates draft board packs from current-quarter data and the prior-quarter structure.
Use case 5
Investor update agent
Composes LP and shareholder updates with the right metrics, tone, and disclosures.
Use case 6
AP and AR workflow
Triages invoices, matches purchase orders, drafts collections follow-ups, and escalates exceptions.
04
Before and after.
Representative outcomes depend on scope, data quality, systems, and volume.
Before
Manual drag
- 12+ day close cycle
- Weekly KPI scramble
- Manual variance commentary
- Diligence done in browser tabs
to
After
AI-enabled ops
- 5-7 day close
- Live portfolio dashboard
- AI-drafted commentary, human-approved
- Diligence agents do the legwork
Close cycle
-40%
Representative range
Reporting prep
-65%
Representative range
Diligence first pass
10x
Representative range
FP&A capacity
+30%
Representative range
Next step
Map your finance AI opportunities.
Book a 30-minute meeting or email [email protected] with the workflow that hurts, the tools involved, and what success would look like in 90 days.