From Data Overload to
Decisive Alpha
Unlock superior risk-adjusted returns with the only platform that anchors deep quantitative rigor with AI. Speed, transparency, and precision for the modern investment team.
Executive Dashboard
Comprehensive deal analysis and visualizations
Value Creation Waterfall
Risk Attribution
Solving the Toughest Challenges in Private Investing
Asset Lenz is engineered to eliminate inefficient and subjective processes. We use AI to augment financial models, automating workflows that create friction in the private investment lifecycle.
Inefficient Data Processing
Processing varied files like PDFs and Excel is time-consuming and requires manual verification, which can lead to missed important information or opportunities.
Tools Lack Transparency
Traditional 'black box' risk systems and manual analysis hinder systematic sourcing and make it impossible to link risk results back to fundamental deal drivers.
Dated Reporting & Analytics
Reliance on simple, dated quarterly reports which lack the depth for effective, cash-flow based analysis.
Inadequate Proxy/Public Comps
Proxy/public comps models are often "garbage in, garbage out," failing to capture the unique nature of private market deals.
Fragmented Data Systems
Difficulty integrating disparate data systems. Our AI works seamlessly across client data sources to create a unified view.
Strategic Diversification
Our system allows you to analyze diversification across multiple dimensions—asset class, industry, geography, and strategy.
End-to-End Private Investment Journey
Asset Lenz streamlines the entire private investment journey, turning manual pain points into automated, insight-driven steps across every stage.
Origination & Diligence
Deal Sourcing & Screening
Systematic screening and pipeline management.
Insight-Enhanced CRM
Automated tagging and filtering for deal ingestion and relationship scoring.
Generated One-Pagers
Automated thesis development and preliminary diligence reports.
Deal Modeling & Scenarios
Core Lenz for valuation, risk, and stress-testing.
Data Room Management
Streamlined document management and compliance.
Advisor Selection
The selection and contracting process is managed externally.
Execution & Servicing
IC Memo Generation
Insight-assisted preparation of Investment Committee memos.
Compliance & Filings
Automation of regulatory reports and fee calculations.
Deal Structuring Support
Analysis of tax, legal, and entity setup options.
Funding
Capital calls and treasury flows are handled by external systems.
Cash Flow Management
Real-time monitoring and forecasting for investment accounting.
Debt Refinancing Analysis
Modeling support for complex debt events.
Portfolio & Strategy Management
Capital Allocation Strategy
Optimized portfolio construction and rebalancing advice.
Investment Analytics
Comprehensive Portfolio- and Portco-level performance and risk (VaR/CVaR).
Core Lenz Portfolio Reports
Customized LPs/Regulatory reporting and monitoring.
Book of Record
Integrate with auditable source of truth for deal, risk and valuation data with Data Lenz.
Investment Accounting & Reconciliation
Primary bookkeeping and GL reconciliation managed externally.
Portco Life-cycle Events
Support for M&A, restructuring, and exit modeling.
Role-Specific Value & Efficiency
Single Source of Truth & Version Control
Core Lenz centralizes the deal model and provides version tracking and scenario logging, replacing fragmented, static Excel files.
The Transparent Audit Trail
Moves Value-at-Risk (VaR) out of the 'black box' by clearly linking the risk result to the underlying fundamental deal drivers, ensuring auditability.
Operational Efficiency & Compliance
Automates model creation and provides detailed logging of all assumption changes, reducing manual error and supporting regulatory reporting.
AI-Powered Intelligence in Action
Drastically reduce model build time and unlock deeper insights with our automated workflow. Let intelligence handle the heavy lifting so you can focus on strategy.
1. Upload Documents
Securely upload deal documents from your virtual data room.
2. AI Extracts Data
Our intelligence performs data extraction and financial spreading automatically.
3. AI Creates Model
A validated first-draft model is created in minutes, not hours.
4. Generate Insights
Receive intelligent summaries, analysis, and conversational insights.
The Asset Lenz Advantage
We replace slow, disconnected, and manual methods with a fast, precise, and cash-flow driven approach to private market analysis.
Drastic Time Savings
Automate the construction of complex, multi-variable fund models. Reduce time spent on manual data aggregation and formula building from weeks to hours.
Significant Efficiency Gains
Run thousands of scenarios instantly. Analyze portfolio performance, liquidity, and risk from a unified dashboard, enabling faster, more informed decision-making.
Reduced Operational Risk
Eliminate the risk of manual errors from complex spreadsheets. Our validated, systematic approach ensures modeling consistency, accuracy, and auditability.
Validated Accuracy: Eliminating the Trust Gap
Our system provides a vital triangulation point: Asset Lenz's VaR is within one quartile of the client's internal risk manager's VaR 60-70% of the time, ensuring confidence and consistency in your model validation.
Enterprise-Grade Security & Reliability
Compliance
Trust CenterAsset Lenz is committed to the highest standards of data protection and client trust.
Target Date: Q1 2026
Infrastructure
Powered by Google Cloud Platform (GCP), ensuring security and reliability at the same level that protects Google's own services.
Ready to transform your
investment analysis?
Get started with Asset Lenz today and unlock the full potential of your investment strategy.