Industry · Investment funds and multi-company owners

Several companies. One single view.

Investment funds, holding companies, owners running several businesses: figures, emails and decisions are scattered across entities. Forgeron3 gives you one assistant per portfolio company, and one assistant for the big picture.

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01 Without AI

Daily life for an investor, without AI.

01 Inconsistent reporting Each portfolio company sends its figures its own way, on its own date. Consolidating takes days.

02 Deals to analyse Data rooms, business plans, accounts: each opportunity takes hours of reading before a first opinion.

03 One inbox per entity One address per company, per fund, per board seat: important exchanges get lost between accounts.

02 With a general-purpose AI

With a general-purpose AI, what gets stuck.

Consumer tools help you write. They do not run a portfolio.

One account, one inboxThey see one address, not the inboxes of each company and each board seat.

Sensitive dataAccounts, valuations, data rooms: none of this should go into a consumer tool.

No tracking over timeA conversation closes. Following a portfolio company takes years.

Impossible to share with managersYou cannot hand a personal subscription to the manager of a portfolio company.

03 One single assistant

One assistant. Wherever you work.

You feed it once, with everything you already have. Then you share it: with your team, with your clients, on your website, in your software. The same assistant, up to date for everyone.

It learns from

PDFDocuments
VideoVideo meetings
CallRecorded calls
EmailEmails, across all your accounts
DriveOneDrive, SharePoint, Drive
ToolYour business tools
WebThe web

Your assistant

Portfolio assistant One assistant per portfolio company, shared with its manager, and a portfolio assistant for your team.

It works for

Your teamThe investment team
Your clientsPortfolio company managers, by link
Your websiteYour website, for founders
Your softwareYour reporting tool, through API

04 How it works

Your daily work becomes an assistant.

Documents, emails, meeting notes, calls, shared files, tools, the web: it learns from what you already have, answers and cites its source.

01 · What it learns

Spreadsheet Q3-reporting-CompanyA.xlsx
Spreadsheet Budget-2026-CompanyB.xlsx
Video Board meeting
Email direction@societe-a.fr

03 · Your assistant

Portfolio assistantTracks portfolio companies and budgets

online

YouWhich portfolio companies are off budget this quarter?

Two: company A, at -12% margin (higher purchasing costs), and company C, 3 months behind on planned hiring. Shall I prepare the note for the committee?

SourceQ3 reporting · 2026 budgets

05 Examples

What investors forge.

Typical examples, for a portfolio as well as a family holding company.

One assistant per portfolio company Fed by the company's reporting, budgets and board meetings, shared with its manager to prepare reviews. See the assistant Steering → Consolidated budget and cash It reconciles budgets and cash across entities, and flags gaps. See the assistant Cash →

Deal analysis It reads the data room or business plan, summarises, compares it with the fund's criteria and lists the questions to ask.

Sourcing and comparisons It spots targets that fit your thesis, compares deals with each other and prepares the committee note. See the assistant Prospecting →

06 What feeds it

What feeds it.

The information you already receive from each entity.

Spreadsheet Company reporting and budgets
PDF Data rooms and business plans
Email Inboxes of each entity
Video Boards and committees on video
Slides Management presentations
Web Market and target news

07 Frequently asked questions

What people often ask us.

Can you keep each company's data separate?

Yes. Each assistant has its own document scope: a portfolio company's manager only sees their own.

Can you connect several inboxes?

Yes, as many Microsoft and Google accounts as you have entities, run from the same workspace.

Is financial data protected?

It is hosted in France and is never used to train a model.

Can it connect to our reporting tool?

Yes, through MCP connectors and the API, with the Journeyman plan. We look at your tool together in a demo.

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Other industries

Accounting firms Non-profits and associations Consulting firms and IT services Construction and trades Field sales teams

Your first assistant.

Book twenty minutes to build it with us, or create your free account and forge it yourself.

Book a demo→ Create your account→

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