For private equity · credit · growth · venture capital
AI-native portfolio
intelligence
Haydn connects to your existing stack and turns every board pack, compliance report, management account, and transcript into a live, structured view of your portfolio — dashboards, alerts, and answers your investment team can trust.
- Onboard in a week
- No portco onboarding
- Every number cited to source
- EU or US data residency
- Never trained on your data
Ingest. Standardize. Analyze.
Every board pack, compliance report, and management account becomes a structured, queryable view of your portfolio.
Ingest every document
Board packs, management accounts, compliance reports, earnings transcripts — PDFs, decks, spreadsheets, emails. Drop them in or have portcos send them through. Expect unstructured, messy data — our AI makes sense of it.
- Extracts every metric, not just headline KPIs
- Handles messy formats, detects multipliers (e.g. 000s), and extrapolates data (e.g. monthly from quarterly)
- Audit trail on every number — flags conflicts when sources disagree
Standardize across your portfolio
Every portco reports differently. Compose any metric from each company's own line items using formulas — then compare like-for-like across the portfolio.
- Formulas, not just label mapping
- Custom per company, applied automatically
- Like-for-like across portcos and quarters
Analyze with an AI that remembers
Ask anything across the portfolio in plain English. Answers come back in seconds, grounded in the documents you've already loaded.
- Every number cited to the exact line in the source
- Remembers every prior document and conversation
- Surfaces contradictions and broken commitments automatically
No more spreadsheets. No more chasing. No more surprises at committee.
Chasing portcos and borrowers for data is a quarterly slog. Reminder emails, half-filled Notion forms, copy-paste into your monitoring tool, off-the-shelf AI that chokes on board packs.
Haydn parses every board pack or compliance pack on arrival — numbers and narrative into a structured format — and also supports custom data templates. Your team gets hours back per company, per quarter.
Qualitative and quantitative data live in different places. Board packs in Drive, transcripts in email, KPIs in a spreadsheet — nothing talks to each other.
One source of truth across Drive, Gmail, Outlook, and your CRM. Financials and founder commentary in the same answer.
Partners walk into committee hoping they remember what management said last time.
Ask Haydn. Every commitment, every KPI, every side-comment from every board pack — cited and ready.
See what your portfolio
actually looks like.
Thirty minutes. We'll show you how Haydn works
Every number cited to source · EU or US data residency · Never trained on your data