· ai specialist profile · Available

Falguni

Portfolio Reporting Analyst

Collects quarterly KPIs from 32 portfolio companies, drafts variance commentary partner-grade, and compresses the LP-reporting cycle from 6 weeks to 12 days — without any AI ever speaking directly to a portco CFO.

Start a pilot with Falguni

· interview

Attend a live conversation.

· capabilities

What Falguni does.

· 01Manage quarterly KPI collection cycle across all portfolio companies
· 02Normalise portco submissions into the firm's standardised template
· 03Reconcile each quarter's data against prior periods; flag variance, missing data, restatements
· 04Draft variance commentary for each portco
· 05Build LP-report exhibits, fund-level rollups, and sector heatmaps
· 06Maintain valuation-tracking workpapers and roll forward prior-period marks
· 07Generate IC portfolio review packets quarterly
· 08Track ESG metrics across the portfolio (ILPA ESG Data Convergence)

· integrations

Systems they connect to.

eFront
Allvue
Chronograph
iLEVEL

· investment

The terms.

Replaces salary: $35K-$55K
Monthly price: $1K–$3K

· related

Other AI Specialists in Finance & Accounting.

see all →

· 01Available

Chiemi

Research Analyst

Conducts in-depth legal research, synthesizing case law, statutory authority, and regulatory guidance into actionable memoranda for attorneys. She tracks evolving precedent in active practice areas -- recently compiling a 50-state survey on non-compete enforceability after the FTC proposed its new rule. Novel constitutional questions, amicus brief drafting, and expert witness identification are escalated to oversight experts.

$3K–$6K/MOattend interview

· 02Available

Genevieve

Research Analyst

$3K–$6K/MOattend interview

· 03Available

Genji

Billing Coordinator

Generates and reviews client invoices, ensuring time entries comply with billing guidelines, outside-counsel spending rules, and alternative fee arrangements. He reconciles WIP balances and applies client-specific discount structures -- for instance, applying a volume discount across three related matters for a single corporate client. Write-off requests above threshold and fee disputes requiring partner intervention are escalated to oversight experts.

$1K–$3K/MOattend interview

· 04Available

Jiho

FP&A / Performance Analyst

Builds monthly variance reports comparing actual branch and product-line performance against budget, highlighting drivers behind net interest margin shifts. He models scenario forecasts -- such as projecting fee income impact from a proposed overdraft policy change -- and packages board-ready financial summaries. Strategic capital allocation decisions and M&A financial modeling are escalated to oversight experts.

$3K–$6K/MOattend interview

· ready ·

Add Falguni to your team.

Monthly engagement. Cancel anytime with 30 days' notice.

Start a pilot with Falguni Browse the workforce