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"Instant portfolio insights across all your investments, in one place"
TL;DR — Demeter is an AI back office solution for private investment firms. Starting with portfolio management, Demeter automates performance tracking, benchmarking, and return analysis to provide insights in minutes.
Founded by Qiaochu Li & Dev Jain
Qiaochu spent 2 years in private equity, where she directly experienced the headaches related to portfolio management and reporting on a daily basis. Dev was a SWE at Curri (S19) for 2.5 years where he built and shipped a mission critical optimization platform.
Demo: https://youtu.be/h7Nb3fiSXT4
The Problem
Current back-office workflows at private investment firms are often fragmented, manual, and inefficient, leading to data silos and delays. They are starting with the challenges around portfolio management as the majority of these firms still rely on manual data entry (primarily through spreadsheets) for tracking investments, which is not only time-consuming but also introduces a 40% higher likelihood of errors compared to automated systems.
High-cost portfolio management platforms, often priced at least $100k annually, fail to fully automate data integration, requiring substantial manual input. This inefficiency reduces focus on strategic activities like identifying new investment opportunities or optimizing asset allocation.
Solution
Demeter believes investment firms deserve a better solution: an affordable, automated platform that seamlessly integrates data, eliminates manual workflows, and empowers investors to focus on what matters—growing and preserving capital. They are achieving this in 3 simple steps:
Step 1: Demeter integrates into investor portals to automatically pull down investment documents (or upload them onto the platform)
Step 2: Demeter uses AI to auto-extract data and update analyses from these documents
Step 3: Review your data and export investment reports
Ask
If you are a:
- Managing Director / Partner at an investment firm who wants direct insights into your portfolio performance
- Operation Manager looking to drive value in portfolio companies
- Analysts / Associates looking to do more critical analyses with less data entry and formatting work
- Fund Administrators that want to automate manual and redundant workflows
Book a demo with the team here or email them here.
Learn More
🌐 Visit www.joindemeter.com to learn more.
📅 Book a demo here.
