Agentic Platform

Your enterprise AI, fluent in private markets

Asset Lenz operates as an analytics harness inside Claude — or any enterprise AI agent your firm runs. Instruct your agent to take a VDR, a database, or a file and run deep predictive analytics on it; everything in Asset Lenz can be tailored to your workflows through conversation.

The agent brings the conversation. Asset Lenz brings the models: simulated macro paths, deal-level valuation, and portfolio risk — computed, not improvised.

What your agent can do today

Live capabilities, not a roadmap.

Find & read anything

Locate deals and portfolios by name and read any metric from the registry — IRR, MoC, VaR, leverage — as real computed values, not model guesses.

Author deals from documents

Turn a conversation or an uploaded Excel model into a complete, validated deal draft. Incomplete drafts return every gap, and nothing is written without a human approval.

Generate tear sheets

A dense, standardized one-pager per deal — returns, risk, leverage, valuation, and stress — rendered from live metrics.

Rank a portfolio

Compare every holding in a book by any risk or return metric in a single call.

Build dedicated agents

Compose Asset Lenz tools into your own workflows — an IC-member simulator, or presentations that refresh themselves with the latest deal data and forecasts.

Ask AI, in-app

Inside Asset Lenz, page-aware specialists handle deal analysis, cross-portfolio what-ifs, document extraction, and macro-driver suggestions.

Every figure your agent reports comes from Asset Lenz's computed metrics. Nothing is estimated by the model.

What that unlocks, by team

Deal teams

Point your agent at a data room. Asset Lenz turns seller materials, diligence notes, and model assumptions into a structured deal record with scenario-backed underwriting behind it — analytics that cannot be run systematically in Excel.

Investor relations

Answer investor requests in minutes, not days: how a realization changes fund returns, or what a consumer-spending slowdown does to the bottom line across every portfolio company.

Risk & portfolio teams

Interrogate the book conversationally — rank names by rate sensitivity, test what-if portfolios, and pull tail-risk metrics without leaving your agent.

GPs & family offices

Run lean. Dedicated agents on top of Asset Lenz take on the repetitive analytics, so a small team covers institutional ground.

An open standard, not a lock-in

Asset Lenz exposes its deal, portfolio, and macro tools through the Model Context Protocol (MCP) — the open standard for connecting AI agents to enterprise systems. It works with Claude today, and with any MCP-compatible enterprise agent your firm adopts.

Access is authenticated and tenant-isolated: your agent sees exactly what your login sees, and nothing else.

Availability

Agentic access is live for pilot customers today. We'll walk your team through it on real workflows — yours or ours.

Request A Demo

Claude is a product of Anthropic. Asset Lenz is an independent platform and is not affiliated with, endorsed by, or sponsored by Anthropic or any other AI vendor.