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Calculate IRR trends from fund performance data

Calculate IRR trends from fund performance data

Your first prompt to AI

Your first prompt to AI

"Calculate IRR progression and benchmark versus prior funds using the attached cash flow and valuation data; output IRR trends over time."

"Calculate IRR progression and benchmark versus prior funds using the attached cash flow and valuation data; output IRR trends over time."

Enhanced AI workflow

Upload historical fund cash flows and latest valuations
AI calculates gross and net IRR over time
Benchmarks against previous funds and peer data
Outputs LP-ready Excel file and IRR chart

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Improved quality

Improved quality

Faster execution

Faster execution

Ensured accuracy

Ensured accuracy

Applied in

Applied in

Portfolio valuation

Portfolio valuation

Requesting departments

Requesting departments

Finance

Finance

Beneficiaries

Beneficiaries

Finance Manager, FP&A Analyst

Finance Manager, FP&A Analyst

Explore more tasks to be streamlined with AI

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‹ Previous

Create Q2 LP update with highlights and risks

Create Q2 LP update with highlights and risks

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Next ›

Compare current vs prior quarter fund performance

Compare current vs prior quarter fund performance