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Shelton AI

Copilot

The Future of Private Markets
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Shelton AI Copilot

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Shelton AI has significantly reduced our back-office workload, allowing us to reallocate resources more effectively. The speed of data ingestion is unparalleled, helping us make faster, more informed decisions.

Chief Operating Officer, Canadian Pension Fund

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The efficiency gains from Shelton AI have been incredible. We’ve cut down on manual processes, and the transparent fee breakdown makes it easier to manage costs without sacrificing performance.

Chief Investment Officer, Middle Eastern Family Office

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Shelton AI automated our back-office, cutting costs and freeing up resources for strategic tasks. It’s improved risk mitigation and helped us seize new opportunities.

Head of Private Markets, Asian Pension Fund

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Shelton AI streamlined our fee management and sped up decision-making. It’s boosted revenue by uncovering new investment opportunities and managing risks better.

Head of Strategy, Canadian Pension Fund

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Shelton AI reduced manual work and improved fee transparency. The enhanced risk management has opened new growth opportunities and improved strategic focus.

Lead Portfolio Analyst, European SWF

Copilot
Portfolio overview
Performance & RIsk
Capital Pacing & Portfolio
Allocation & Valuations

Portfolio Performance

Access key metrics such as IRR, DPI, TVPI, fees, fair value, and customizable performance attribution, including custom benchmarks.

Performance Attribution

Provides clear insights into the drivers of fund performance, from market trends to deal-level decisions.

Allocation Analytics

Simplifies manager selection and fund allocation by identifying active funds that best align with your portfolio.
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Investments Benchmarking

Access and analyze performance data for thousands of funds within our public database.
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Valuation Analytics

A comprehensive resource for managing and valuing unlisted private market portfolio companies and assets.
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Capital Pacing

Enhances your ability to fine-tune capital deployment strategies across asset classes with exceptional accuracy.
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AI Document Processing

Seamless ingestion of thousands of documents in under 10 minutes, powered by models trained on millions of real GP documents.
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Operational Copilot

Save time with automated document upload and processing, reducing manual tasks and eliminating errors.
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Shelton AI

Get Unparalleled Insights into Your Portfolio

Shelton AI

Onboard in Under 10 Minutes

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Take Control of Your Portfolio

Upload your key financial documents, and let our proprietary AI handle data extraction and mapping. Gain real-time portfolio insights, empowering better decision-making and enhancing overall financial performance.
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How it works
1

Upload Financial Documents

Begin by securely uploading a variety of essential financial records, such as Capital Account Statements, LPAs, and Investment Reports, for comprehensive analysis.
2

Data Extraction

Our proprietary AI models are designed to precisely extract crucial financial data from complex documents, utilizing cutting-edge algorithms for enhanced accuracy and speed.
3

View Portfolio Insights

Access your fully integrated portfolio in real-time, featuring in-depth insights and analytics, enabling you to make data-driven decisions with confidence and precision.
Shelton AI

News & Articles

April 25, 2025

Shelton AI Startup Shines Light on Private Markets

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