Private markets face a fundamental challenge: data siloes. Information is scattered across various portals, spreadsheets, and systems, making it extremely difficult to gain a holistic view of the market or even a clear picture of a single portfolio. Not only does this data fragmentation create significant inefficiencies, but it also hinders informed decision-making.
In my previous post, I discussed the multi-repo CRUD paradigm, as envisioned by Microsoft CEO, Satya Nadella, and the groundbreaking potential of Agentic AI. Today, I’m excited to share how we at Mantle implement Agentic AI to empower our clients with real-time data aggregation and actionable intelligence.
Unlocking Actionable Intelligence with Agentic AI
Data fragmentation cripples effective investment management. Mantle’s Agentic AI approach operates across all your data sources, applications, trends, and benchmarks. This isn’t just automation – it’s intelligent connection and analysis.
Here’s how we’re achieving this:
I. Breaking Down Data Silos
Mantle Portal, our private asset management platform built for Limited Partners (LPs), centralizes key information from various sources, such as investor portals, emails, and public benchmarks, creating a single, unified view of your investments.
II. Uncovering Hidden Insights
Beyond simple aggregation, this real-time data aggregation is used to generate a Schedule of Investments (SOI), laying the foundation for powerful AI-driven look-through analysis for better investment decision-making. Mantle’s Agentic AI layer enables portfolio analysis against industry trends and benchmarks.
III. Reducing Costs While Driving Alpha
This unified view and the deep insights it provides empower smarter, faster investment decisions, directly driving alpha. Automation streamlines workflows, freeing your team from the undifferentiated heavy lifting of manual tasks and reducing operational costs. Real-time data and analysis minimize errors and enhance portfolio optimizations, further improving returns.
We’re thrilled to leverage the Agentic AI approach to pioneer the next generation of actionable intelligence for the private markets.
If you are a family office, HNWI, endowment, pension, or institutional fund-of-fund and are interested in exploring Mantle Portal, connect with us today.