For private equity · credit · growth
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 data residency
- Never trained on your data
Built for the way PE, growth, and credit teams actually work.
Things PE and credit teams do every week that Haydn makes ten times faster.
Document ingestion
Drop in every board pack, compliance pack, or management account — PDFs, decks, spreadsheets — or send portcos a custom template. Haydn extracts KPIs, narrative, and commitments in minutes.
Portfolio Q&A
Ask anything across the portfolio — “which companies are slipping on budget?”, “what did Apex say about supply chain?” — and get cited answers in seconds, without chasing anyone.
Commitment tracking
Every commitment logged, every covenant tracked. Know which management teams are delivering and which are slipping — and which borrowers are drifting toward a breach.
Contradiction detection
When management says one thing in June and another in September, Haydn flags it — with both sources side-by-side, before your committee does.
Three layers. One source of truth.
Ingestion, dashboards, and an AI that remembers. One source of truth for your entire portfolio.
AI Analyst
A persistent intelligence layer that reads every document as it arrives, tracks every commitment, and answers your investment team's questions in plain English.
- Persistent memory
- Contradiction flags
- Commitment tracking
Document ingestion
Board packs, management accounts, earnings transcripts, KPI reports. Haydn parses them all — structured or not — and maps them to your portfolio schema automatically.
- PDFs, decks, spreadsheets
- Narrative + numbers
- Templated data requests
Dashboards & reporting
Real-time portfolio-level and company-level views. Drill from aggregate KPIs to the exact line in the management account, with every number cited back to its source document.
- Portfolio + company views
- Source-linked numbers
- Audit-ready
Three steps from raw document to committee-ready answer.
Connect
Plug straight into your existing stack — or just forward documents in directly. No portfolio-company buy-in required.
Analyse
Haydn parses every document, extracts KPIs, links commitments to prior board packs, and builds a live knowledge base for each company.
Act
Ask questions, review flagged contradictions, track commitments, and walk into IC or credit committee already knowing the answers.
An AI that remembers every document, flags every contradiction, tracks every covenant and commitment.
Haydn sits on top of your portfolio’s entire document history. Ask it anything — “What did Apex say about supply chain last quarter?”, “Which borrowers are close to a leverage covenant breach?”, “Show me every commitment Omega management has made this year.” — and get cited answers in seconds, with every claim traced back to the original board pack, compliance pack, transcript, or email.
- Persistent memoryEvery document you’ve ever uploaded, instantly queryable.
- Contradiction flagsConflicting statements surfaced automatically, with both sources cited.
- Commitment trackingPromises and covenants tracked through to completion.
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 data residency · Never trained on your data