Portfolio data lives across deal rooms, monitoring spreadsheets, and operating company systems. Your operating partners carry the knowledge about what works and what doesn't. Phyvant captures it from their normal workflow.
Every portco has different systems, different naming conventions, and different reporting formats. Phyvant reconciles entities across all of them so your AI agents see one unified portfolio.
Years of CIMs, IC memos, portfolio reviews, and operating metrics. We bootstrap the knowledge graph from your existing deal data so your AI knows your portfolio from day one.
Your deal team and operating partners work through Phyvant. Every analysis, correction, and judgment call is captured. The knowledge graph compounds with each interaction.
Every portco has different systems, KPIs, and reporting formats. The knowledge graph unifies it all so AI agents can benchmark and analyze across the entire portfolio.
Deal-level access controls. LP/GP information barriers. On-premise deployment. Full audit trails for regulatory compliance.
Your deal team knows which red flags matter, which comparables are relevant, and which management patterns predict success. Phyvant captures this expertise and surfaces it for new deals automatically.
The same supplier, customer, or market segment appears across multiple portcos under different names. Phyvant resolves these entities and surfaces cross-portfolio insights.
Procurement optimization, pricing strategy, go-to-market acceleration. Phyvant captures operating partner playbooks and generates specs AI agents can apply to new portcos.
Different portcos report different KPIs in different formats on different timelines. The knowledge graph normalizes everything for unified portfolio views.
We connect to your systems and show results in the first week. No documentation phase. No consultants.