AI built for Private Equity

Full context behind every decision

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Centralize scattered knowledge so that every person, and agent, to operates like a 10-year veteran

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Trusted by leading Private Equity firms

The Challenge

When your firm’s knowledge is scattered, your team and AI tools do critical work with a fraction of the available context. That costs you alpha.

The Solution

Trove is the knowledge infrastructure for Private Equity that unlocks alpha. One always-current source of truth, built on your data sources, that supercharges your people and agents with context so that work compounds instead of restarting from zero.

Markets

Files / Documents

Deals

Service providers

People

Markets

Files / Documents

Deals

People

Service providers

Everything your firm needs,
in one system

Unified Source of Truth

Context-Aware Agents

KPI & Benchmark Dashboards

Trove MCP

Unified Source of Truth

Always-current view of every company, person, and relationship that matters.

People and relationships context across your firm's entire orbit

Automatic creation and real-time refreshing across the data source you rely on everyday

Comprehensive profiles for every entity — deals, portcos, bankers, service providers, and more

Cross-company intelligence for benchmarking, pipeline tracking, and monitoring

Smarter decisions, made faster when your team always has the full picture.

Context-Aware Agents

Agents that know everything your firm knows, and how to use it.

Deal screening on the vectors you care about in minutes, not hours

Diligence that surfaces true blind spots and pushes your team's critical thinking

Portfolio monitoring and benchmarking on autopilot, tuned to the metrics you actually care about

Proactive intelligence and workflows finished before you ask

AI that operates like a 10-year veteran on day one, and only gets smarter.

Custom KPI & Benchmarking Dashboards

Custom dashboards to track KPIs and benchmark across companies.

Portfolio company KPI tracking and proactive risk monitoring

Sector benchmarking across your portfolio, past deals, and active pipeline

Real-time pipeline dashboard, enriched with internal and external data

Banker, service provider, and lender scorecards

Firm-level views that power leadership-level decisions. Built once, updated automatically.

Trove MCP

COMING SOON

Make the tools your team already uses
10x smarter.

Works with Claude, ChatGPT, and your own internal AI builds

One connection, complete access to your firm's context

Nothing to replace, nothing to migrate — your stack just gets smarter

Stop making trade-offs between AI tools and your firm's context. Get both.

The Trove Difference

30-minute deployment

Connecting your systems to Trove is turnkey. No data cleaning, no heavy implementation, no months of setup.

30-minute deployment

Connecting your systems to Trove is turnkey. No data cleaning, no heavy implementation, no months of setup.

Auditable Output

Every answer cites its source, traceable back to the original document. Output you can verify, not just trust.

Auditable Output

Every answer cites its source, traceable back to the original document. Output you can verify, not just trust.

White Glove Partnership

We build and maintain custom agents for your workstreams, enable every user 1:1, and continuously scope new use cases with you.

White Glove Partnership

We build and maintain custom agents for your workstreams, enable every user 1:1, and continuously scope new use cases with you.

Foggy modern glass surface stretching into the distance, symbolizing cloud infrastructure

Your Private Cloud

Deployed in your environment,

keeping your data in your VPC.

Your Private Cloud

Deployed in your environment,

keeping your data in your VPC.

Blurred figure walking through a modern, glass-walled office space, conveying security and professionalism

SOC 2 Type II Compliance

Industry-standard security and

compliance.

SOC 2 Type II Compliance

Industry-standard security and

compliance.

Close-up of polished silver metallic cubes representing secure, self-contained data units

Data Protection

Your data is never used to

train models or retained.

Data Protection

Your data is never used to

train models or retained.

Testimonial

"Trove has been mission-critical to our AI strategy. Their agents are built for our workstreams and grounded in our firm’s knowledge. Our associates turn to it over 4 times every day. It's cutting cycles and helping distill more data into high-quality insights throughout deal pipeline and value creation work."

Taylor Halsted

Head of Innovation

Shamrock Capital

Testimonial

Taylor Halsted

Head of Innovation

Shamrock Capital

When your firm’s knowledge is scattered, your team and AI tools do critical work with a fraction of the available context. That costs you alpha.

When your firm’s knowledge is scattered, your team and AI tools do critical work with a fraction of the available context. That costs you alpha.

Trove is the knowledge infrastructure for Private Equity that unlocks alpha. One always-current source of truth, built on your data sources, that supercharges your people and agents with context so that work compounds instead of restarting from zero.

Trove is the knowledge infrastructure for Private Equity that unlocks alpha. One always-current source of truth, built on your data sources, that supercharges your people and agents with context so that work compounds instead of restarting from zero.

Markets

Files / Documents

Deals

Service providers

People

Everything your firm needs, in one system

Unified Source of Truth

Always-current view of every company, person, and relationship that matters.

Smarter decisions, made faster when your team always has the full picture.

Context-Aware Agents

Agents that know everything your firm knows, and how to use it.

AI that operates like a 10-year veteran on day one, and only gets smarter.

Custom KPI & Benchmarking Dashboards

Custom dashboards to track KPIs and benchmark across companies.

Firm-level views that power leadership-level decisions. Built once, updated automatically.

Trove MCP

Make the tools your team already uses 10x smarter.

Stop making trade-offs between AI tools and your firm's context. Get both.

30-minute deployment

30-minute deployment

Auditable Output

Auditable Output

White Glove Partnership

White Glove Partnership

Your Private Cloud

Your Private Cloud

SOC 2 Type II Compliance

SOC 2 Type II Compliance

Data Protection

Data Protection

Everything your firm needs,
in one system

Make the tools your team already uses
10x smarter.