Why End-to-End AI
"We don’t replace humans — we remove bottlenecks"
Other firms provide advice. We provide clarity
Traditional platforms scatter data across spreadsheets, emails, and random apps. Our approach brings everything—contracts, KPIs, financials—into one brain that never sleeps. The payoff? Instant answers, real-time risk alerts, and a repeatable playbook you can drop into any new fund or company in hours.
Your portfolio deserves real-time truth, not quarterly fiction.
24/7 data beats 90-day guesswork
Your portfolio deserves real-time truth, not quarterly fiction.
24/7 data beats 90-day guesswork
Traditional reporting cycles leave leadership flying blind for weeks at a time. Piper Waterhouse’s End-to-End AI platform streams live financials, KPIs, and compliance alerts straight from every portfolio company into a single, interactive dashboard. You see what’s happening now—revenue spikes, margin compression, covenant drift—so you can act before small signals become expensive surprises.
Key Highlights
- Instant Data Ingest – APIs pull transactions, CRM activity, and ops metrics in seconds.
- Live KPI Benchmarks – Compare any portco against peer medians and historical trends on demand.
- Anomaly Detection – Machine-learning models flag variances the moment they exceed tolerance bands.
- Drill-Down Narratives – Click any number to surface the underlying invoices, HR records, or contracts—no waiting for end-of-quarter decks.
- Board-Ready Exports – One-click PDF or XLSX outputs keep directors informed without wrangling slides.
Ready to run capital at machine speed
Layer | Tech & APIs | Purpose |
Data Lake / Warehouse | Snowflake Native Apps | Secure, shareable source of truth |
Vector & Orchestration | Pinecone (vector search) + LangChain / LangGraph | Semantic search & agent routing |
LLM / App Layer | OpenAI GPT-4o, Anthropic Claude 3, Google Gemini | Natural-language Q&A and content generation |
Imagine a three-tier stack:
At the base, Snowflake captures live data feeds—clean, governed, and queryable in seconds.
In the middle, Pinecone’s vector database converts every email, contract, and KPI into searchable context. LangChain agents orchestrate calls to the right models and tools.
At the top, GPT-4o and Claude translate your plain-language questions into board-level answers. The entire loop is containerized on AWS or Azure, encrypted end-to-end, and audited automatically.
Key Modules
Visibility creates confidence. We build that into every layer. We don't keep secrets. Trust is built on data and we give you both.
Module | What It Does | Plug-In APIs |
Compliance Sentinel v1 | Auto-audits SOC 2 / ISO controls, pushes board updates | Vanta API |
Finance Copilot | Syncs QuickBooks, Salesforce, Plaid, Stripe; handles capital calls & waterfalls | QuickBooks, Plaid, Stripe, Salesforce |
Deal-Flow Manager | Scores deals with ML and tracks diligence tasks | HubSpot, Salesforce, Crunchbase |
KPI Dashboard | Live metrics for every portco, plus anomaly alerts | Snowflake, Databricks, Looker |
Entity Command Center | One portal for policies, tasks, and “Ask My Portfolio” AI chat | Pinecone + OpenAI |
KEY MODULES (In plain English)
Compliance Sentinel v1
Think of it as an always-on auditor. It digests regulatory frameworks (SOC 2, ISO 27001), scans your environments, and flags gaps before they become fines. Dashboards convert complex controls into a simple red-yellow-green scorecard for the board.
Finance Copilot
A smart back-office that syncs QuickBooks, Plaid, and Stripe, auto-generates capital-call notices, and models distribution waterfalls on demand. Close your books faster while reducing human error to near-zero.
Deal-Flow Manager
Deal CRM super-charged with ML. It ingests pitch decks, scrapes market data, and ranks deals using machine-learning scores—so your team spends time on the highest-conviction opportunities.
KPI Dashboard
No more chasing spreadsheets. Every portco streams its metrics into one panoramic view with drill-downs, benchmarks, and anomaly detection.
Entity Command Center
The control tower: enforce new HR policies, spin up diligence checklists, or ask “What’s our combined EBITDA run rate?” and get an answer—instantly.
Built in Python (FastAPI) and TypeScript (Next.js), the platform is containerized on Kubernetes for rapid scaling. Zero-trust security is enforced with Okta SSO, and every API call travels over TLS 1.3 with automatic key rotation. SOC 2 readiness comes standard thanks to Vanta’s evidence collection, giving LPs peace of mind before they even ask.
Disclaimer:
All offers and sales of any securities will be made only to Accredited Investors, which for natural persons, are investors who meet certain minimum annual income or net worth thresholds or hold certain SEC approved certifications. Any securities that are offered, are offered in reliance on certain exemptions from the registration requirements of the Securities Act of 1933 (primarily Rule 506(c) of Regulation D and/or Section 4(a)(2) of the Act) and are not required to comply with specific disclosure requirements that apply to registrations under the Act. There are risks associated with investing and securities in general. Investing involves risk of loss including loss of principal. Some high-risk investments which use leverage may accentuate gains and losses. Past investment performance is not a guarantee or predictor of future investment performance. Further, the content on this website is not intended to be investment, legal, or tax advice. Piper Waterhouse is not acting as an investment adviser, attorney, or tax professional and nothing on this website should be construed as personalized advice. Prior to making any investment decision, you should consult with your own investment, legal, and tax advisors to evaluate the risks, consequences, and suitability of the investment opportunity. Your specific circumstances may, and likely will, vary.
