✦ Apex AI Connected · Deal Room

The chatbot that knows your portfolio.

Connect Apex to your Deal Room. Ask anything about your live positions — exposure, pacing, dispersion, who to call. Get answers in plain English, grounded in your real numbers.

✦ Apex AI Connected · Deal Room⌘K
How's my book pacing? Should I commit to the new Sunray vintage?

You're on track. 5 positions, $1.8M committed, 42% called. Net TVPI 1.42× — ahead of vintage median.

42%
Called / committed
0.21×
DPI
48%
Renewable conc.

Sunray would push Renewables to 56% — above your 55% guardrail. Worth a co-invest sleeve instead of a full ticket.

Send the diligence pack on Geregu to my partner.
Pulled the Diligence-stage artifacts from Geregu's deal room — 3 docs, 12 MB. Shared with Tunde A. via a 7-day expiring link. Logged in deal activity at 10:42. ✓
< 2 sec
Median time to a portfolio summary
7 signals
Per-note inputs (TVPI, DPI…)
0 leakage
Position data never leaves your tenancy
6 vehicles
SPV, Sub-Fund, Rolling, Venture, Co-Invest, Roll-Up

Seven signals. Conversational.

Ask in plain English. Apex reasons over your live book and answers with your real numbers.

Exposure & concentration

Where the book is leaning.

Sector & stage mix, flags any concentration over 35%.

Vintage benchmarks

Above, at, or below cohort.

Your TVPI 1.42× vs median 1.18× · top-quartile 1.55× → 2nd quartile.

Pacing

Dry powder & calls.

42% called — healthy against your deployment plan.

Dispersion

Best vs. weakest.

+1.8× spread — wide; concentration in two names.

DPI / RVPI

Realized vs. paper.

DPI 0.21× · RVPI 1.21× — early in the realization curve.

Acts in Deal Room

Not just answers — actions.

“Send the Geregu diligence pack” → shared in 12s.

Sample conversation · 01Run: 21 May 2026 · 1.4s

Summary

5 positions, $1.8M committed, 42% called. Net TVPI 1.42× (median 1.18×), DPI 0.21×, RVPI 1.21×.

Exposure

48% Renewables · 78% Nigeria · two names carry 41% of NAV.

What I noticed

  • Dry powder healthy; pacing on plan.
  • Dispersion is wide (+1.8× spread).
  • Renewables correlation risk approaching guardrail.

Recommendation

Hold the line. Pacing is healthy — consider a co-invest sleeve over a full Sunray ticket to stay under the 55% renewables cap.

Generated from your position data · Not investment advice

Three steps. No prompting.

01
Connect Deal Room

One-click connect to your Deal Room workspace. Apex reads your live positions, deals and commitments — never copies them out.

02
Ask anything

Apex answers in plain English — and can act on Deal Room when you ask it to.

03
Read & act

Answers grounded in your real numbers, with the option to share, export, or trigger an action inside Deal Room.

Private beta · 2026 Q2

Currently in private beta.

Apex AI is live for connected Deal Room workspaces. Launch it now to talk to your portfolio — or talk to us about a rollout for your firm.

14
Firms in the closed beta cohort
240+
Positions analysed every week
Q3 26
Targeted general availability

Common questions.

Is this a chatbot?+

Yes — conversational, connected to your Deal Room, and grounded in your real position data. It answers questions and can take actions on your behalf.

Where does the data live?+

Inside your Deal Room tenancy. Apex doesn't move your positions out — it reads them in place and reasons over them, privately scoped to your workspace.

What are the seven signals?+

Exposure, vintage benchmarks, pacing, dispersion, DPI vs. RVPI, sector/geographic risk, and conviction.

Is the recommendation investment advice?+

No. Apex notes are written as analyst commentary, grounded in your numbers — not investment advice.

When does general availability land?+

Targeted for Q3 2026, after the closed-beta cohort reaches 25 firms.

Talk to your portfolio.

Apex AI is the chatbot your live positions deserve. Conversational, connected to Deal Room, privately scoped.