AI-Native Portfolio Intelligence

Your portfolio.
In real time.
Not 45 days later.

CayerAI gives mid-market PE firms a live view of every portfolio company — EBITDA tracking, covenant headroom, and AI-generated alerts. Live in under 24 hours.

Request Early Access See how it works →

No implementation fees  ·  No professional services  ·  Live in 24 hours

Covenant breach risk detected
Meridian Holdings · 18 days early
CayerAI Portfolio Dashboard
Portfolio Overview — Q1 2026
Total EBITDA
$84.2M
↑ 12.4% vs plan
PortCos Tracked
14
Across 6 ERPs
Alerts Active
2
↓ Needs review
Portfolio Companies
Apex Industrial
$18.4M EBITDA
↑ 8%
BlueSky Logistics
$11.2M EBITDA
Watch
Meridian Holdings
$9.1M EBITDA
↓ 14%
Meridian Holdings · Leverage Covenant 3.8× / 4.5× limit
$8T
Global PE AUM under management
45 days
Average PortCo reporting lag today
11.8×
Median EBITDA entry multiple in 2025
54%
Of GPs cite covenant risk as top concern
The Problem

At 11.8× EBITDA, blind spots
are terminal.

Mid-market PE firms are making billion-dollar decisions on data that's a month and a half old. The tools haven't kept up with the stakes.

Reporting Lag
PortCo financials arrive 30–45 days late, manually assembled into Excel by analysts who have better things to do. By the time it lands on your desk, it's already history.
30–45 day average lag
ERP Fragmentation
A typical mid-market firm inherits 15 different systems — NetSuite, SAP, QuickBooks, Xero. Cross-portfolio analysis is impossible without months of painful integration work.
15 avg. ERPs per firm
Covenant Exposure
54% of GPs cite debt repayment as a top concern — yet covenant monitoring is still done manually in spreadsheets, if at all. You find out about breaches after they happen.
54% cite covenant risk
No Operational Alpha
At today's entry multiples, you can't buy cheap and sell expensive. Operational performance is the only lever left — and you can't pull it if you don't see the problem in time.
11.8× median multiple
The Solution

Everything your portfolio
is doing. Right now.

CayerAI connects to any PortCo ERP, normalizes the data automatically, and surfaces what matters — before it becomes a problem.

Module 01
Universal ERP Mapper
AI-driven ETL ingests any PortCo ERP — NetSuite, SAP, QuickBooks, Xero — and maps it into a single normalized schema. No tedious manual wrangling. No consultants.
Live in under 24 hours
Module 02 · MVP
Covenant Monitor
Parses your debt agreements using AI, extracts every covenant trigger, and alerts you with days of warning — not hours. Know before your lender does.
Starting point · Available now
Module 03
AI
AI Operating Partner
Monitors each PortCo against its original LBO thesis in real time — flagging EBITDA deviations, KPI drift, and operational anomalies before the GP meeting.
Coming Q3 2026
How It Works

From onboarding to insights
in one day.

We built CayerAI to be the opposite of eFront and iLEVEL. No 9-month implementations. No professional services. No excuses.

1
Connect Your PortCos
Share read-only ERP credentials. Our AI mapper handles the rest — normalizing any schema into a unified format automatically.
2
Upload Debt Agreements
Drop in your credit agreements as PDFs. CayerAI extracts every covenant, sets thresholds, and begins monitoring immediately.
3
Get Alerts, Not Reports
Stop waiting for monthly reports. Get proactive alerts the moment a PortCo deviates from plan — with context and recommended actions.
"

If you ask the VP of Finance where the data lives for an urgent LP question at 8pm on a Tuesday, they will point to Microsoft Excel.

— Industry Research

Early Access

Built around your firm.
Priced around your feedback.

We are working with our first PE design partners to build the right product. Early partners get free access, white-glove onboarding, and a direct line to the roadmap. In return, we ask for honest feedback and a reference call at 90 days.

Free Access
Full platform access at no cost for design partners during the build phase.
Shape the Roadmap
Your use case, your ERP stack, your covenant structure — we build around what you actually need.
Live in 24 Hours
We handle the integration end-to-end. No IT resources required on your side.
Apply to be a Design Partner

We are onboarding one firm at a time. Spots are limited.

Data Security

Your portfolio data is yours. We are built for the confidentiality requirements of institutional finance.

Read-Only Access
We never write to your ERP systems — only read
Data Siloed
Your data is never shared across clients or used to train models
Encrypted
All data encrypted in transit and at rest

Build it with us.

We're looking for one mid-market PE firm to be our design partner. Free access. We handle integration. You shape what gets built.

Or reach us directly at info@cayerai.com