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Transforming Every Fund into an AI-Powered Fund

Your AI Investment Management Assistant

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Welcome to a future where your firm's data is automatically cleaned, organized, and updated. All built for you to maximize possible returns

A Platform to Leverage your Intelligence

Herald's Discover Platform was built to help investors compound their intelligence. Herald's platform uses AI tools to manage your data and uncover insights across your data. Now, focus on making great investments, not managing databases.

Ingest

Systemize your Information Flow

Ingest and store your firm's knowledge base on our platform and you'll never miss a key insight again.

Our platform ingests incoming data such as portfolio company updates, CIMs, or leases and instantly reads, tags, and categorizes them.

Reconcile

Resolve Discrepancies Across Your Data

Constantly scan and automatically reconcile differences so that you never make decisions based on outdated data ever again.

Rather than tying up your key resources with manually managing your firm's data, Herald's platform passively extracts and updates information across your firm to build a single source of truth.

Assist

Remove Employee Bottlenecks

Use AI agents to build summaries, identify risks, and uncover hidden opportunities within your firm.

Herald's Discover platform gives your firm access to AI assistants to get more accurate results for complex time-consuming tasks within minutes.

Report

Share the Next Generation of Investor Reports

Summarize performance across your entire fund without spending hours in Excel.

Our platform instantly summarizes fund metrics and performance, and we also enable LPs to access the Discover platform for greater insight into the fund.

Optimized to your Asset Class

The Discover Platform has been built with specific toolsets to help investors across asset classes. Contact us to ensure poor data management no longer impedes your returns.

Venture Capital

Venture Capital (VC) is an industry that is reliant on power law returns and plagued with messy data in pitch decks.

Herald works with VCs to build a rigorous AI-powered system to help them analyze incoming deals and track portfolio performance and requests.

Use Herald to ensure you don't miss out on the company that will return your fund.

Identify and Process Incoming Deals

Optimize Portfolio Management and Performance

Venture Capital

Venture Capital (VC) is an industry that is reliant on power law returns and plagued with messy data in pitch decks.

Herald works with VCs to build a rigorous AI-powered system to help them analyze incoming deals and track portfolio performance and requests.

Use Herald to ensure you don't miss out on the company that will return your fund.

Identify and Process Incoming Deals

Optimize Portfolio Management and Performance

Venture Capital

Venture Capital (VC) is an industry that is reliant on power law returns and plagued with messy data in pitch decks.

Herald works with VCs to build a rigorous AI-powered system to help them analyze incoming deals and track portfolio performance and requests.

Use Herald to ensure you don't miss out on the company that will return your fund.

Identify and Process Incoming Deals

Optimize Portfolio Management and Performance

Private Equity

Private Equity (PE) firms are often swimming in data and struggle to find and synthesize different pieces of information.

Herald's platform enables PE firms to instantly identify trends and quickly summarize reports so that the team can find novel companies that will deliver value.

Use Herald to ensure that no risks are overlooked during acquisitions.

Identify and Mitigate Risks during Due Diligence

Private Equity

Private Equity (PE) firms are often swimming in data and struggle to find and synthesize different pieces of information.

Herald's platform enables PE firms to instantly identify trends and quickly summarize reports so that the team can find novel companies that will deliver value.

Use Herald to ensure that no risks are overlooked during acquisitions.

Identify and Mitigate Risks during Due Diligence

Private Equity

Private Equity (PE) firms are often swimming in data and struggle to find and synthesize different pieces of information.

Herald's platform enables PE firms to instantly identify trends and quickly summarize reports so that the team can find novel companies that will deliver value.

Use Herald to ensure that no risks are overlooked during acquisitions.

Identify and Mitigate Risks during Due Diligence

Real Estate

Real Estate firms are plagued by regulations and documentation that require enormous manpower, slowing capital deployment.

Herald's AI-Assistants enable Real Estate firms to scan through hundreds of documents and extract key terms instantly. Now firms can focus on strategic decisions instead of spending days reading leases

Use Herald to speed up your investment process and automate regulatory documentation.

Automate Regulatory Reports

Extract Structured Data from 100s of Pages Instantly

Real Estate

Real Estate firms are plagued by regulations and documentation that require enormous manpower, slowing capital deployment.

Use Herald to speed up your investment process and automate regulatory documentation.

Automate Regulatory Reports

Extract Structured Data from 100s of Pages Instantly

Real Estate

Real Estate firms are plagued by regulations and documentation that require enormous manpower, slowing capital deployment.

Use Herald to speed up your investment process and automate regulatory documentation.

Automate Regulatory Reports

Extract Structured Data from 100s of Pages Instantly

Common Queries Answered

Does Herald Train Models on my Firm's Data?

Herald's platform is designed to allow customers to use AI/ML tools without training our models on any of our data. We take utmost care to ensure that all your data is kept secure. We also have a variety of access controls to ensure that your firm's data is properly protected.

Does Herald Train Models on my Firm's Data?

What type of Data can Herald use within it's platform?

How can I start using Herald's Discover Platform?

Say Goodbye to Poor Data Management

Schedule a call with our team to help you maximize your returns

Get Started

Twitter

Say Goodbye to Poor Data Management

Schedule a call with our team to help you maximize your returns

Get Started

Twitter

Say Goodbye to Poor Data Management

Schedule a call with our team to help you maximize your returns

Get Started

Twitter