SmartRound Launches Beta Version of AI-Powered Investment Management Tool

SmartRound Unveils Advanced AI Investment Management Tool

SmartRound, a Tokyo-based company committed to creating a world where startups can fully realize their potential, has recently launched the beta version of its AI-powered investment management tool designed specifically for investors. This innovative functionality allows for intuitive analysis of investment data, marking a significant step forward in the way fund managers interact with their portfolios.

Background of Development

Historically, SmartRound has evolved into a comprehensive platform akin to a specialized CRM for fund management, enabling investors to gather accurate information about their investments and manage it in one central location. The usage of the platform has notably surged during fund closing periods, reflecting its effectiveness and necessity in those critical times.

However, the investment landscape is changing, with recent mandates for fair value assessments and increasing demands for transparency and return maximization from limited partners. This evolving environment has highlighted a pressing need for investors to conduct deeper analyses and make informed decisions with limited resources. In response, SmartRound embarked on the development of a new AI-driven dialog-based analysis feature, aimed at providing a more accessible and intuitive way to leverage investment data.

Overview of the Release

With the new tool, investors can now access over 100 data points displayed on the investment list screen. They can engage in dialogue by posing natural language queries to the AI, which will interpret and analyze the data in real-time. For instance, users can simply ask questions such as:

- “What was the valuation at the initial investment compared to the latest valuation?”
- “Can you tell me which investors are participating in co-investments?”
- “Summarize the performance by sector.”
- “Compare the performance of each manager.”

This capability allows for a seamless interaction with investment data, making the analysis process faster and more straightforward. Looking ahead, the SmartRound team plans to gradually expand the range of analyzable information to enhance the tool’s capabilities further.

Future Developments

The AI functionality isn’t merely developing a tool for analysis; it lays the groundwork for sharing AI utilization know-how across organizations and the industry. During the beta phase, SmartRound will collaborate with users to test and refine AI use cases, aiming to enhance practical value in real-world applications.

As additional features, including advanced AI functionalities, are rolled out, SmartRound aims to transition from traditional data management to more sophisticated data utilization—a move that will redefine how investors engage with their portfolios.

Invitation for Early Users (Waitlist)

The new AI-powered feature will initially be available to a select group of companies as a beta offering. Feedback from these early adopters will guide the development of the final version, though an official release date has yet to be determined. The best part? Access to this beta version is free during its testing phase!

Eligibility is limited to organizations subscribed to the “Investment Management Pro Plan” that also sign up for the waitlist. Interested parties can apply through the designated form on the website. For those not currently subscribed, consultation options are available through SmartRound’s main site.

About SmartRound

The SmartRound platform is dedicated to optimizing interactions between startups and investors by providing tools for data creation and sharing. Currently, it serves over 6,700 startups and is utilized by more than 80 organizations offering paid services for investors and advisors.

For more information about SmartRound, visit SmartRound Services or hear from current users at User Voices.

About SmartRound Co., Ltd.

SmartRound is driven by the mission, “Creating a world where startups can fully realize their potential.”

- Company Name: SmartRound Co., Ltd.
- Location: Marunouchi North Exit Building, 9F, 1-6-5 Marunouchi, Chiyoda-ku, Tokyo
- Established: May 30, 2018
- CEO: Dai Sunakawa
- Corporate Website: Corporate Site
- Careers: Job Openings