Finela joins Venture Forward
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LP reporting in three hours. DDQs answered in minutes. Plus the curated intros that grow your LP base.
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Built For Your Strategy
Whether you call it a portfolio company or a borrower, we already speak your language.
Private equity, venture capital, private credit, ABS and securitisation each report differently, and think about performance differently. Portfolio companies and exits. Borrowers and repayments. Loan tapes, servicers, and waterfalls that work nothing like a PE waterfall. Finela is built to understand the difference, not force every strategy through the same template.
Why Now
The reporting cycle is the bottleneck the whole team quietly runs around.
Manual rebuilds
Reporting built and rebuilt by hand, every cycle.
Reconciliation overload
Operations spending more time reconciling data than reviewing it.
Slow LP requests
Ad-hoc LP requests that take days when they should take minutes.
No live view
No live view of exposure, concentration or risk until someone asks.
Manual reconciliation across DealCloud, Sentry, eFront, spreadsheets and the administrator, before reporting even begins. Quarterly LP reports are the heaviest lift in the cycle. Ad-hoc LP requests that are hard to service consistently, especially where structures are non-standard. None of this shows up in a board deck. It shows up in LP confidence, quietly, every quarter.
One Partner, Two Ways We Help
Build the function. Grow the network.
Different tools, same goal: an IR function LPs judge as institutional-grade, and a network that keeps it growing.
01 · Technology
IR Technology
Automated LP reporting, DDQ response and portfolio intelligence, built specifically for investor relations. Fund-aware AI embedded in your existing workflow, audit-ready by default.
02 · Curated Access
Curated LP Engagement
Cap intro, fund finance, secondaries and GP-led liquidity conversations. Curated dinners, roundtables and briefings with the LPs actually allocating to your strategy, hosted in the hubs where your relationships already live.
How it works
Connect everything. Securely import thousands of documents and spreadsheets across data rooms, shared drives, and internal systems, without replacing your existing stack.
Governs and Protect. Sensitive data is automatically isolated, encrypted, and access-controlled before analysis, ensuring confidentiality, compliance, and audit readiness.
Verify and act. Query all fund data at once and receive clear, explainable answers with full source attribution, every output traceable back to the underlying document or cell.
See how teams move from documents to decisions.
Private markets don’t fail from lack of data.
They fail from lack of control.
Finela is the AI operating layer that brings structure, auditability, and clarity to fund operations, across documents, models, and reporting.
Built for accuracy.
Built for security.
Built for decisions you can stand behind.
Jack Hassall
CEO & Co-Founder, Finela
Private markets don’t fail from lack of data.
They fail from lack of control.
Finela is the AI operating layer that brings structure, auditability, and clarity to fund operations, across documents, models, and reporting.
Built for accuracy.
Built for security.
Built for decisions you can stand behind.
Jack Hassall
CEO & Co-Founder, Finela
Capabilities
Everything your IR function needs, in one place.
Finela connects documents, spreadsheets, and systems into a single, trusted view across funds, vehicles, and teams.
Automated LP Reporting
Cycle time compressed from weeks to hours. Quarterly reports, capital calls, tax documents and bespoke formats, generated from validated live data.
DDQ & Ad-Hoc Query Automation
Turnaround measured in minutes, not days. AI-assisted responses drawn from the same validated dataset that generates your reports.
Portfolio & Pool Intelligence. Concentration, exposure and early-warning signals surfaced before your LPs have to ask, whether you’re tracking portfolio companies or a loan pool.
Built for Every Strategy. Standardised and bespoke reporting running side by side. Heterogeneous data across strategies, held in one operating layer, without forcing every strategy through the same template.
Connect everything you already use.
Connect your systems & tools
Native integrations for private market workflows. Finela plugs into your existing systems, no migrations, no manual exports.
Understand in context
Fund-aware intelligence, not generic AI. Finela understands LPAs, models, and memos, preserving context across every workflow.
Activity
Fund performance overview
4
3
2
1
0
Jul
Aug
NAV +2.7%
Sep
Oct
Nov
Dec
Statistics
Vehicle activity
4K
3K
2K
1K
0
Mon
Thu
Sun
Statistics
Risk distribution
21%
33%
32%
14%
PE
VC
Infra
Credit
Work together, securely
Real-time Collaboration. Investment, finance, operations and IR teams collaborate in real time, all in one secure, audit-ready workbench.
The intelligence layer powering your fund.
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Fund-native intelligence
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Role-based access
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Risk & insight flags
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Automated reporting
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Secure integrations & APIs
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Audit-ready history
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Cross-document analysis
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Structured outputs
Security
Private by design. Secure by default.
Finela runs in cloud, VPC, or on-prem, acting as a secure layer between your fund systems and LLMs. Your data remains isolated and transient, with only minimal metadata retained to operate the platform.
SOC2 Type II (Scoped)
ISO 27001 (Aligned)
GDPR Compliant
CCPA Compliant
Decision-grade accuracy
A single source of truth for decisions, data, and context
Full audit trail
Every answer is explainable, sourced, and reviewable.
Private by default
Your data is never used to train models. Ever.
You stay in control
Finela assists decisions. Humans make them.
Built to scale
Scale without changing your existing systems. Finela is designed for the scale and complexity supporting multiple funds, SPVs, portfolios, and teams in parallel without fragmenting data or workflows.
3 hours
LP reporting turnaround, down from 3 weeks
$140B+
AUM in active commercial discussions on the Finela platform
300+
GP firms engaged through our diagnostic

Curated Engagements
Curated introductions, not another conference.
Cap intro, fund finance, secondaries and GP-led liquidity conversations, built around the specific LPs you want in the room. Hosted in the financial hubs where your relationships already live.
Our ecosystem.
Accelerated & supported by.
Selected into leading UK startup programs advancing the next generation of private market infrastructure.
What if all your data worked together?
Private deployment. Enterprise-grade security. Your data stays yours.






