The trust layer for AI-driven investment workflows

Auditable AI Workflows for Private Markets

Your team already runs on Claude, Cursor, and in-house copilots. AltSight is the Data Trust and Workflow Trust layer underneath — so every agent, formula, and vibe-coded tool returns the same defensible number, with every figure traced back to its source.

See how it works
Trusted by teams representing $5B+ AUM
LP Workflow · routed through AltSight
LP
Data Trust0/4
  • running…
answer pending verification…
$5B+
AUM represented
100%
Inputs traced to source
3
Fund types supported
0
Unsourced numbers shipped
Two layers of trust

AI is fast. AltSight makes it right.

Every agent run at your firm sits on top of two layers we build, own, and maintain on your stack.

Data Trust Layer

Before the model sees a number, we make sure the number is right.

  • Extract from data rooms, K-1s, capital accounts, LP portals
  • Reconcile across admins, vintages, and FX restatements
  • Lineage on every figure — one click back to the source doc
  • Versioned snapshots so re-runs are reproducible
Capital accountsK-1sLP statementsAdmin reportsData rooms
Verified portfolio dataset
2,341 figures · 100% sourced · v2026-04-12

Workflow Trust Layer

Calculation logic your firm has to defend — codified, versioned, and inspectable.

  • Firm-defined formulas: Gross/Net TVPI, DPI, IRR, mgmt-fee drag, carry waterfalls
  • Named, versioned formulas with approver sign-off
  • Deterministic re-runs — the same inputs always produce the same outputs
  • Inspectable trace on every agent answer your team ships
Net TVPI · firm formula
v2.3
Net TVPI =
(Distributions + NAV − Mgmt Fees − Carry)
────────────────────
Paid-in Capital
approved by CFOlast run 2 min ago
AI Workflows & Agents

Ship agents your IC can actually sign off on

Move past one-off prompts. Stand up agents that run your recurring workflows end to end — with a human approval gate and a full audit trail on every run.

Quarterly reporting agentlive
Trigger
Quarter close
Retrieve
Data Trust
Compute
Workflow Trust
Review
Human sign-off
Publish
LP report
38 figures reconciled 0 unsourced inputspaused for analyst approval

Agents, not just answers

Multi-step workflows that retrieve, reconcile, calculate, and draft — each step logged and replayable, not a one-shot prompt.

Human-in-the-loop by default

Agents pause for the analyst or IC to approve before anything reaches an LP. No silent automation of numbers you have to defend.

Observable end to end

Every run produces a trace: inputs, formula versions, and outputs. Re-run any quarter and reproduce the exact same result.

Vibe-coded apps

Govern the tools your team builds with AI

Your analysts are already shipping spreadsheets, scripts, and mini-apps built in Cursor, Claude, and v0. AltSight turns that shadow stack into a governed, auditable portfolio of internal tools.

Discover & inventory

Surface every spreadsheet macro, script, and AI-built mini-app your team is quietly running in production.

Scope data access

Decide exactly which funds and sources each tool can touch — instead of handing an LLM your whole data room.

Pin & version logic

Freeze the calculation logic behind each app so a model 'improvement' can't quietly change last quarter's numbers.

Audit & sign-off

Route every vibe-coded tool through review before it produces a number that lands in an LP letter.

Internal app registry
12 apps · 3 need review
  • Fund III waterfall calc
    owner J. Chen · built in Cursor
    Reviewed
  • LP letter generator
    owner M. Patel · built in Claude
    Needs review
  • Carry model v4
    owner R. Diaz · built in v0
    Sandboxed
Worked example

Same question, one right answer — every time, for every LP.

Ask three different LLMs “what’s our Net TVPI?” and you’ll get three different numbers. That’s the problem AltSight removes.

Without a trust layer

Three different LLMs, same question, three different numbers. None show their work.

Claude (raw)
no fees subtracted
unsourced2.4x
GPT (raw)
wrong vintage
unsourced1.9x
In-house copilot
stale NAV
unsourced2.1x
Which one do you put in the LP letter?
With AltSight

One canonical answer, both sides of the equation, every input traced back to its source.

Gross TVPI
2.41x
Net TVPI
1.87x
FormulaNet TVPI v2.3
Inputs sourced100%
Last reconciledQ3 2025
Every figure links back to the source doc.
Built for private markets

One trust layer. Three flavors of the same pain.

Whatever your structure, the highest-stakes workflows look the same: scattered inputs, hand-rolled math, an LP letter on the line.

Fund of Funds
LP roll-ups across managers

Normalize 30+ GP capital accounts into one defensible NAV bridge — without the spreadsheet wars.

Venture Capital
Portfolio KPI normalization

Pull ARR, burn, and runway from every founder update into a single, sourced dashboard your IC trusts.

Private Equity
Ops + valuation reconciliation

Tie monthly portco financials to your valuation model, with a reproducible audit trail at quarter-end.

Ready to put a trust layer under your AI workflows?

Scope your highest-trust-risk workflow, connect your data, and ship a production agent your IC can actually rely on.