Portfolio monitoring for private equity, with a human on every number
Track every portfolio company's financials, covenants, and value in one place, with an analyst signing off on the data and a source for every figure.
Most PE monitoring still runs on spreadsheets. Associates rekey portfolio company financials by hand, chase down restated figures, and rebuild the same models every quarter. The work is slow, and the numbers are only as trustworthy as the last person who touched the tab.
Varanic changes the split of work, not the chain of accountability. The agent does the preparation: it ingests each portfolio company’s statements, extracts the financials into a consistent schema, flags restatements, tracks KPIs, and refreshes valuations. The analyst reviews and signs off. Every figure traces back to the source document it came from, one click away.
What you can track in one place
- Portfolio company financials, extracted from PDFs and Excel and normalized to a single schema
- Restatement detection across filings and periods
- KPIs and covenant headroom, period over period
- Quarterly valuation refresh (DCF and LBO) anchored to the latest verified actuals
- Concentration and fund-level exposure
- LP-ready reports generated from verified data
Why it is different
Varanic spans both equity and credit in one platform, keeps a human in the loop on every value, and preserves a full audit trail from report back to source. It is built for the monitoring workflow, not a general chat tool you have to supervise.