AI Teammates for PE & VC Firms

SphereIQ handles the research and synthesis work that consumes analyst time — market scanning, company profiling, comparable analysis, and document processing. Your analysts focus on investment judgment, relationship management, and decisions that require deep domain knowledge. The AI produces inputs; analysts produce recommendations.

Yes. SphereIQ integrates with major VDR platforms to ingest, classify, and extract key data points from diligence documents — financial statements, legal agreements, customer contracts, and operational records. Findings are organized against your diligence checklist, flagging gaps and surfacing items that require deeper review.

SphereIQ processes all deal documents within your firm's security environment. Documents are not shared across deals or clients, and AI processing occurs within access controls that mirror your existing diligence protocols. Deal data is handled with the same confidentiality standards your team applies to VDR access and NDAs.

We integrate with Allvue, Dynamo, Salesforce, and custom portfolio data platforms, as well as financial data providers including PitchBook and CapIQ. For portfolio companies using ERPs, we can pull KPI data directly from source systems via API or structured reporting flows.

Yes. SphereIQ generates LP-specific reports and capital account statements from your fund accounting and portfolio data, applying each LP's reporting preferences and format requirements. For funds with dozens or hundreds of LPs, this eliminates the manual report-building cycle and reduces the time between quarter-end close and LP distribution.