Use case · Private capital · Updated October 2026

AI presentations for private equity and venture investors

UltraPoint turns data rooms, models, and expert-call notes into investment committee memos, LP updates, portfolio reviews, and fundraising decks in the fund’s own format. Every page of every file is indexed, figures are computed in code with an audit trail to their sources, and decks export as native, editable PowerPoint.

Fundraising decks, LP updates, and investment memos in your fund’s exact style, built in minutes from the material you already have, with the polish LPs expect from an institutional manager.

What investors ship with it

• Investment committee memos. Thesis, market, financials, and risks structured for the committee, with sources attached.
• Commercial diligence. Turn CIMs, data-room files, and expert-call notes into findings the deal team can test.
• Value-creation plans. Lay out the levers, the milestones, and the first hundred days for a new portfolio company.
• LP updates & fund reporting. Quarterly letters and fund updates in the same format, quarter after quarter.
• Portfolio reviews. Operating reviews across holdings, built from each company’s own reporting.
• Fundraising decks. Fund and company pitch decks that set out the strategy, the track record, and the edge.

Built for investors

• Get through the data room. Every page of every file is indexed before a slide is drafted, so the memo reflects the whole data room, not a summary of it.
• Put conviction on paper. The thesis, the risks, and the value-creation plan land in a structured memo the committee can interrogate.
• Report to LPs without the scramble. Quarterly updates and portfolio reviews in one consistent fund format, regenerated as the numbers move.

How it works

Every deck is staffed like an engagement — a sequence of AI specialists mirroring how a team actually works: an engagement manager reads the brief and sets the approach; a diligence analyst indexes every page of every file; a research analyst fills gaps the files don't cover; a financial analyst computes every figure in code; a senior associate drafts the argument slide by slide; a presentation specialist builds each slide in your style. The result exports as native, editable PowerPoint, with a claim-by-claim audit trail behind every number.

Built for confidential work

• Isolated workspaces. Row-level database policies scope every file and deck to your workspace.
• Never used for training. Your documents and decks never train our models, and AI providers are contractually barred from it.
• Encrypted throughout. Data is encrypted in transit and at rest with our infrastructure providers.
• Viewer and editor roles. Decide who can see each deck and who can change it.
• Sharing is opt-in. Nothing leaves the workspace unless someone shares it, and links can be read-only.
• Single sign-on. SSO and advanced admin controls on Team and Enterprise plans.

From the AI tools you already use

Through the MCP server, decks can be generated directly from Claude, ChatGPT, or Cursor, from inside the chat where the analysis happened. See the MCP integration docs.

Frequently asked questions

Can UltraPoint read a full data room?

It ingests PDFs, Excel models, Word, and PowerPoint files and indexes every page before drafting, so the memo reflects the material rather than a summary of it.

How are the figures in an IC memo verified?

Figures are computed in code from the uploaded files, and every deck keeps a claim-by-claim audit trail: what was traced to which source, what was verified, and what was removed.

Can it follow our fund’s memo and LP-update format?

Yes. Upload past memos, LP letters, or the template and they become a reusable house style, applied to layout, palette, and typography.

Is deal material kept confidential?

Workspaces are isolated by row-level database policies and visible only to your team. Uploaded documents and generated decks are never used to train models.