PE Insight OS – AI-Powered Software for Private Equity Firms

PE Insight OS is a custom-built AI web application designed for Private Equity firms and portfolio operators. The platform delivers automation, intelligence, and operational clarity across core PE functions, empowering executives to make faster, data-driven decisions.

To create a scalable, intelligent system that:

Automates routine PE workflows

Enhances decision-making with AI insights

Improves investor engagement and operational transparency

React JS: For a responsive, dynamic front-end experience

Supabase: As the backend database and authentication layer

Relevance AI Agents: For semantic search, contextual understanding, and intelligent automation

Airtable: For structured data management and integration

Make.com: To orchestrate backend workflows and automate complex processes

Developed modular components for portfolio tracking, performance analytics, and investor reporting

Integrated Relevance AI to enable natural language queries and contextual recommendations

Automated data syncing and reporting via Airtable and Make.com workflows

Ensured seamless UX for executives with intuitive dashboards and real-time updates

Implemented secure authentication and role-based access control

Ensured data integrity and compliance with financial data handling standards

Reduced manual reporting time by 70%

Enabled real-time insights across multiple portfolio companies

Improved investor communication through automated updates and dashboards

“PE Insight OS has transformed how we operate. From data to decisions, everything is faster, smarter, and more transparent.”