Insights Generator in Action: Agentic AI Transforming Private Market Portfolios 

As private market portfolios grow in scale, complexity, and regulatory scrutiny, investment teams face mounting pressure to move faster, operate with greater precision, and maintain absolute confidence in their data. Manual workflows, static dashboards, and fragmented analytics now represent structural constraints on performance. 

Insights Generator is an agentic AI capability that sets a new standard for portfolio intelligence. Embedded within 73 Monitor, it transforms raw portfolio data into real-time, auditable, decision-ready insights, giving investment teams the speed, clarity, and control they need to act confidently and strategically across the private market ecosystem.  

Below are examples that highlight a few ways Insights Generator can be utilized across strategies. They demonstrate how a single, unified capability delivers real value by adapting to distinct investment models, risk profiles, and operational needs across private markets. 

Private Equity 

Identify Underperforming Companies Instantly 

Value creation in private equity depends on early identification of risk and opportunity. Delays in surfacing underperformance reduce intervention windows and limit operational impact. 

Insights Generator continuously compares portfolio company performance against the investment thesis, analyzing KPIs, revenue trends, and operational milestones in real time. Companies are ranked based on material deviations from expectations, with dashboards surfacing the most critical performance gaps instantly. 

By replacing manual reviews and fragmented analysis with real-time performance intelligence, investment teams gain earlier visibility into emerging issues, accelerate operational engagement, and improve the consistency and effectiveness of value-creation initiatives, directly protecting and enhancing portfolio value. 

Private Credit 

Spot Early Signs of Borrower Stress 

In private credit, timing is the difference between prevention and recovery. Traditional monitoring processes often surface risk only after deterioration is well underway. 

Insights Generator continuously evaluates borrower financials, tracking income statements, balance sheets, leverage ratios, and covenant thresholds as data updates. Material changes and early warning signals are flagged immediately, supported by transparent calculations and auditable dashboards. 

This delivers continuous, explainable credit surveillance, enabling teams to engage borrowers sooner, restructure proactively, and reduce loss severity, materially strengthening downside protection and improving risk-adjusted returns. 

Venture Capital 

Monitor Cash Runway and Funding Risk 

For Venture Capital investors, cash runway visibility directly drives portfolio outcomes. Delayed insight into burn and capital risk leads to reactive funding decisions and compressed negotiating leverage. 

Insights Generator calculates real-time cash runway across the portfolio, contextualizing burn rates against prior funding rounds and market benchmarks. It surfaces survival timelines, funding urgency, and capital efficiency at a glance. 

This enables earlier intervention, more disciplined follow-on allocation, and improved portfolio pacing, allowing teams to deploy capital with greater precision while reducing surprise liquidity events. 

Bringing Decision-Ready Intelligence to Private Markets 

Insights Generator delivers immediate value by turning portfolio data into clear, auditable, actionable intelligence across the private markets. By centralizing data, automating analysis, and reducing reliance on manual workflows, it brings greater consistency, transparency and speed to portfolio monitoring and risk management.  

If you have not yet experimented with Insights Generator, now is the time to ask questions, surface insights, and explore its capabilities across your portfolio. 

Ready to see how Insights Generator can turn your portfolio data into decision-ready intelligence?  

Book a demo to find out more.