Neotask brings Chronograph private markets intelligence into your investment workflow - query fund performance, portfolio data, and exposure analytics through natural conversation.
Query fund performance metrics, IRR, TVPI, and cash flow data across your entire private equity portfolio
Analyze portfolio company exposures, vintage year performance, and benchmark comparisons
Automate private markets reporting and LP data delivery through intelligent agents
What You Can Do
Chronograph through Neotask provides seven core actions for private markets data management:
Area
Actions
What They Do
Funds
List funds, get fund performance
Browse your fund universe and pull detailed performance metrics including IRR, TVPI, DPI, and cash flows
Portfolio
Get portfolio companies, get company exposure
Retrieve portfolio company data and analyze exposure by sector, geography, or vintage
Benchmarks
Get benchmark data
Compare fund performance against peer benchmarks and indices
Reports
List reports, get report
Access pre-built and custom reports for LP or internal use
Every action runs autonomously or requires your approval - you decide.
Try Asking
"What's the current net IRR and TVPI for Fund III?"
"Show me all portfolio companies in our healthcare exposure across all funds"
"How does Fund IV's performance compare to the benchmark for its vintage year?"
"List all the reports available for our Q4 LP update"
"What's our total geographic exposure breakdown across the entire portfolio?"
"Pull cash flow data for Fund II for the last eight quarters"
"Which portfolio companies have the highest concentration risk in our current book?"
Pro Tips
Use vintage year performance alongside benchmark comparisons to contextualize fund returns for LP communications.
Multi-agent teams can compile cross-fund performance summaries for quarterly board packs in minutes instead of hours.
Schedule automated exposure reports through automations so your investment committee always has current concentration data.
Combine Chronograph with your document management system to attach performance data directly to LP reporting templates.
Multiple workspaces and capacity for larger teams.
More Finance Integrations
Pane - Pane links to your bank accounts, credit cards, and investments and gives Neotask's agent a read-only window into your finances.
NetSuite - Neotask puts Oracle NetSuite at your fingertips - manage records, run reports, and query your entire ERP without ever touching the dashboard.
Morningstar - Neotask turns Morningstar's investment data into an automated research operation - looking up securities, pulling fundamentals, running analyst research, and screening investments on demand.
Adfin - Neotask connects to Adfin so your agents can create payment links, manage statements, and handle financial operations through natural conversation.
Brex - Neotask uses AI agents to manage your Brex cards, expenses, and spend limits - corporate card control through plain conversation.
LunarCrush - Neotask connects to LunarCrush so your agents can surface crypto social sentiment, influencer activity, and market intelligence across thousands of coins in real time.