- Investment Teams & Analysts: Streamline data collection, validation, and reporting across multiple funds and portfolios.
- Fund Managers & General Partners: Maintain a single source of truth for all fund and portfolio data.
- Financial Controllers: Reduce reconciliation errors and improve data accuracy across teams.
- Private Equity & Venture Capital Firms: Gain insights from AI-powered dashboards and automated reports.
- Compliance & Operations Teams: Ensure accurate, timely, and auditable reporting across private market investments.
How to Use Lantern.ai?
- Sign Up & Connect Data Sources: Start by accessing Lantern via its web platform and linking your asset servicers or portfolio systems.
- Validate & Centralize Data: Use AI-powered tools to automatically check for inconsistencies and errors.
- Analyze & Monitor Portfolios: Generate real-time insights with dashboards and reporting features.
- Automate Reports & Commentary: Use AI-assisted tools to produce accurate fund reports and investment commentary.
- Integrate & Scale: Ensure seamless workflow integration with your internal systems to scale your investment operations.
- AI-Powered Data Validation: Automatically detect and correct inconsistencies in fund and portfolio data.
- Centralized Data Platform: Eliminate multiple spreadsheets and maintain a single source of truth.
- Real-Time Dashboards: Monitor fund performance and KPIs instantly.
- Automated Investment Commentary: Generate AI-assisted narrative reports quickly and efficiently.
- Multiple Integrations: Connect with asset servicers, portfolio companies, and internal systems.
- Secure & Compliant: Built with enterprise-level security standards for sensitive financial data.
- Highly Customizable Workflows: Automate data validation and reporting to match team needs.
- AI-Powered Insights: Provides real-time portfolio and fund analytics.
- Integration with Multiple Systems: Centralizes data from multiple sources in one platform.
- Automated Reporting: Produces investment commentary and fund reports quickly.
- Some Complex Reports May Need Manual Review: Human oversight is sometimes required for accuracy.
- Advanced Features Require Premium Access: Free or basic plans may have limited functionality.
- Not Ideal for Non-Financial Users: Designed primarily for investment professionals, not general business users.
Custom
Custom Pricing.
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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