AI in secondaries: rebuilding NAV from messy LP data rooms
Secondaries buyers use AI to turn heterogeneous LP data rooms into source-linked portfolio views, reconstruct reference-date NAV and analyze every underlying holding.
Sourced examples from real firms, sorted by the job they do. Every card shows where the claim came from and who made it. Every use case was reviewed by an editor before it went up; vendor claim means the source is the vendor itself.
Secondaries buyers use AI to turn heterogeneous LP data rooms into source-linked portfolio views, reconstruct reference-date NAV and analyze every underlying holding.
Singapore's Temasek is applying AI to its own investment decisions while pushing adoption across portfolio companies, alongside a plan to raise AI exposure to as much as 15% of the portfolio by 2031.
Utah's School & Institutional Trust Funds Office (SITFO) formed a cross-functional group that builds AI workflows for manager research, finance and operations, and risk reporting.
On Capital Allocators, Abigail Wattley explains using LLMs to map a manager's landscape, build risk frameworks and find off-sheet references before diligence calls at the $4.5B endowment.
An overview of how LPs are using AI to diligence GPs in 2026: reviewing DDQs, track records and LPAs on consistent criteria and flagging gaps for the team.
The GP side of LP diligence: what LPs now check with AI (DDQs, LPA terms, track record) and how managers can prepare.
From a survey of 150+ allocators: one public pension automated DDQ extraction across 180+ questionnaires a year, adding 40% manager-review capacity without new headcount.
Michelle Knudsen describes using Claude, Gemini, Granola and Wispr Flow to standardize manager meeting notes and pull time series out of managers' audited financial statements.
Norway's $1.7T sovereign fund trained all 600+ staff, built an AI ambassador network and let business users prototype without IT.
Investor management and fund admin with AI.
Alternative investment software.
CRM and investor relations for private capital.
Alternative investment document management.
Alternative investment document automation.
Portfolio monitoring for PE and LPs.