Demeter

TL;DR

Demeter is an AI back office solution for private investment firms. Starting with portfolio management, Demeter automates performance tracking, benchmarking, and return analysis to provide insights in minutes.

Demo: https://youtu.be/h7Nb3fiSXT4

The Problem

Current back-office workflows at private investment firms are often fragmented, manual, and inefficient, leading to data silos and delays. We are starting with the challenges around portfolio management as the majority of these firms still rely on manual data entry (primarily through spreadsheets) for tracking investments, which is not only time-consuming but also introduces a 40% higher likelihood of errors compared to automated systems.

High-cost portfolio management platforms, often priced at least $100k annually, fail to fully automate data integration, requiring substantial manual input. This inefficiency reduces focus on strategic activities like identifying new investment opportunities or optimizing asset allocation.

Solution

We believe investment firms deserve a better solution: an affordable, automated platform that seamlessly integrates data, eliminates manual workflows, and empowers investors to focus on what matters—growing and preserving capital. We are achieving this in 3 simple steps:

Step 1: Demeter integrates into investor portals to automatically pull down investment documents (or upload them onto the platform)

Step 2: Demeter uses AI to auto-extract data and update analyses from these documents

Step 3: Review your data and export investment reports

Asks

If you are a:

• Managing Director / Partner at an investment firm who wants direct insights into your portfolio performance
• Operation Manager looking to drive value in portfolio companies
• Analysts / Associates looking to do more critical analyses with less data entry and formatting work
• Fund Administrators that want to automate manual and redundant workflows

Book a demo with us here or email us at qiaochu@joindemeter.com

About Us

Qiaochu spent 2 years in private equity, where she directly experienced the headaches related to portfolio management and reporting on a daily basis. Dev was a SWE at Curri (S19) for 2.5 years where he built and shipped a mission critical optimization platform.

🌐 Website: https://www.joindemeter.com/

💼 LinkedIn: https://www.linkedin.com/company/joindemeter/