Before the investment
One-off work
Screening, market studies and IC memos. A new company, new files, a new question. General AI tools already do this well.
Data infrastructure for private equity
Your portfolio, ready for AI.
RIXA turns the reports, board packs and investment cases you already hold into one verified dataset, so your AI tools can do portfolio work across every company, every quarter.
Documents you already have
Portfolio companies331
- Monthly reports
- Board packs
- Board minutes
- Budgets
Investment team47
- IC memos
- Business plans
- Investment theses
Advisers18
- Financial DD
- Commercial DD
One verified dataset
| Company | Revenue | Adj. EBITDA | Net debt | Employees | Investment case | Status |
|---|---|---|---|---|---|---|
| Brantholm Systems ABVertical software | 316.7 | 66.7 | 147.4 | 212 | Two add-ons by year 3 | Approved66 sources |
| Kvarnvik Logistik ABContract logistics | 863.9 | 89.2 | 224.2 | 807 | No client above 20% | Draft71 sources |
| Tallvik Industriservice ABIndustrial services | 441.6 | 58.3 | 103.7 | 482 | Margin 12% to 13% | Approved70 sources |
| Havstrand Marin ABMarine services | 259.3 | 38.8 | 100.0 | 171 | Revenue +10% a year | Approved69 sources |
| Lindesvik Vårdteknik ABHealthcare technology | 157.9 | 24.9 | 56.0 | 114 | 70% recurring by FY28 | Draft57 sources |
Read by your AI tools
- Re-underwrite Kvarnvik against its case
- Draft the Q3 valuation commentary
- Prepare the annual review for Brantholm
Through MCP, an open standard. Every figure they read carries its document and page.
Why now
More of the return is now built during the hold
Exits take longer, so funds own their companies for more years. That moves the weight to portfolio management: following each company against its plan, testing the investment case again, and preparing the exit.
AI has reached the deal team. It has not reached the portfolio.
- 82%1
- of GPs used AI by the end of 2024, up from 47% a year earlier.
During the hold
Recurring work
Valuations, re-underwriting and reviews. The same companies every quarter, for years. This needs the same figures, defined the same way, next to the investment case.
The problem
Portfolio work needs a data foundation most funds do not have
Each portfolio company reports in its own format, as PDF and Excel. Definitions differ from company to company. The investment case sits in a deal folder, apart from the results. Before AI can work across the portfolio, every quarter, the data underneath has to meet four conditions.
- Report_Aug26.pdfAdmin ControlRevenue, August 2026
- Board pack Q2.pdfAdmin ControlNet debt, Q2 FY26
- KPI_2026_v3.xlsxSharePointEmployees, 2026
- Budget 2026.xlsxSharePointBudget, FY26
- IC memo.docxDeal folderThesis assumptions
- Financial DD.pdfDeal folderDD risks
File names are illustrative.
- In one place
- Every company's figures and its investment case together, not spread over folders.
- On your definitions
- One adjusted EBITDA and one set of KPIs across the portfolio.
- Traced to source
- Each figure links to the document and page it was read from.
- Approved by your team
- A figure counts once a person on the deal team has signed it off.
- 8%2
- of GPs rate their data maturity as high.
- 70%2
- are strained by manual, Excel-based work.
- 1Allvue GP Outlook Survey 2025.
- 2Allvue GP Outlook Survey 2026, n=102.
Every fund can buy the same models. Only yours has your data.
Models improve for everyone at once, so they are not an edge. Your investment cases, DD findings and years of portfolio history are. Structured once, that record grows with every quarter and every deal.
What RIXA does
RIXA turns your documents into one verified dataset
RIXA does not replace your AI tools. It gives them data they can work with.
Documents you already have
- Monthly reports, financials and KPIs
- Board material
- Investment thesis and IC memo
- Financial DD and business plan
One verified dataset
- Structured to your fund's definitions
- Each company's results next to its case
- Every figure linked to document and page
- Approved by your investment team
Your AI tools
- Read the dataset through MCP, an open standard
- You choose the model
- Switch later without rebuilding the data
Upload
You upload the documents as they are. Nothing is asked of your portfolio companies.
Extract
RIXA reads each document and structures the data to your definitions.
Approve
Your team reviews each figure against its source before it counts.
Work
Your AI tools work on the approved dataset, quarter after quarter.
Inside RIXA
The dataset, as your team sees it
Every company on one set of definitions
Revenue, gross profit, EBITDA, adjusted EBITDA, net debt and employees for each company, read to the same month. Every figure opens the monthly report behind it.
- Adjusted EBITDA follows the fund's own definition, the same for every company.
- A quarter shows Approved only once a person has signed off its figures.
- A missing month shows as not reported and is left out of totals, never estimated.
Portfolio / Companies
Every document behind the dataset
Monthly reports, board packs, IC memos and adviser reports in one list, each showing what was read from it and whether a person approved it.
- Filter by fund, company, source, type and format.
- Tag documents, for example the entry case or an annual review.
- See what is stored but not yet read.
Database
Check a company against the case it was bought on
Each thesis assumption from the IC memo is set against the figures the company reported, with the pages behind it.
- Each assumption comes from the IC memo, with its plan target.
- The status follows from approved figures and rules you can read. A person confirms it.
- Any source opens the quoted line, its page and who confirmed it.
Portfolio / Brantholm Systems AB / Investment case
Source
Demo dataScreens from the product on its demo portfolio. Companies, people and figures are fictional.
Use cases
Recurring portfolio work, with AI doing the first pass
Your AI tool works on the dataset through MCP. Your team keeps the judgement.
Re-underwriting
- AI does
- Checks each thesis assumption against results and flags what changed, with sources.
- Your team does
- Judges the impact on the plan and the exit.
Quarterly valuation
- AI does
- Drafts valuation input and commentary from approved data, in the same format every quarter.
- Your team does
- Reviews and approves each figure.
Annual and semi-annual review
- AI does
- Drafts the review from the dataset: performance against plan, the case and the DD risks.
- Your team does
- Does the analysis and sets priorities.
How it compares
Where RIXA fits
| Tool | Good at | What is missing |
|---|---|---|
| AI on your folders | Analysis and writing | No lasting dataset. It rebuilds the picture from files each time, with no source per figure. |
| Document storage, such as Admin Control or SharePoint | Storing and sharing files | Holds documents, not data. Nothing links the case and the results. |
| Portfolio monitoring software | Reported KPIs for reporting and valuation | Covers reported KPIs, not the investment case. |
| An in-house build | A fast first version | Depends on one person. Upkeep grows with every company and format. |
| RIXA | Portfolio data and investment cases in one verified dataset any AI tool can use. | |
Tool categories are RIXA's summary.
Security
Built for confidential data
- Every data point is traceable to its source.
- Access is per firm, by invitation only.
- Your data is not used to train AI models.
- Data use terms and a data processing agreement are signed before anything is connected.
- Data is stored in the EU (Sweden). AI reading of documents is off until you agree in writing, and is then processed in the United States.
FAQ
Questions
- Which AI models does it work with?
- Any model that supports MCP, an open standard for connecting AI to data. You choose the model and can switch later without rebuilding the data.
- Do we need to replace Admin Control?
- No. RIXA works alongside the tools you use today.
- Do our portfolio companies need to do anything?
- No. RIXA starts with the reports they already send you.
- Where is our data stored?
- In the EU, in Stockholm, Sweden. Your records and documents are stored there, and access is limited to your own firm. AI reading of documents is off until you agree in writing, and is then processed in the United States.
Pilot program
Apply for the pilot
We are running pilots with a small number of Swedish PE firms. We start with a few portfolio companies and the documents you already have. You see the dataset and the AI workflows on your own data before you commit to anything.