Clarity & Control in Private Markets

Empowering Investors

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Shelton AI benefits

Powering Smarter Porfolios

Our AI-driven platform is designed to enhance your investment strategy by automating processes, uncovering new opportunities, and safeguarding against risks. With advanced analytics and integrated risk management, you can make smarter, data-backed decisions with confidence, knowing your portfolio is in good hands.
Key benefits

Grow Return

Our tool helps you evaluate more investment opportunities efficiently, driving revenue growth through optimized decision-making.

Reduce Costs

Reduce the need for manual back-office tracking with automated portfolio management, freeing up resources and cutting operational costs.

Mitigate Risks

Built-in security and risk management tools allow you to proactively identify and address potential risks, ensuring safer investments.
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Shelton AI has significantly reduced our back-office workload, allowing us to reallocate resources more effectively. The speed of data ingestion is unparalleled, helping us make faster, more informed decisions.

Chief Operating Officer, Canadian Pension Fund

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The efficiency gains from Shelton AI have been incredible. We’ve cut down on manual processes, and the transparent fee breakdown makes it easier to manage costs without sacrificing performance.

Chief Investment Officer, Middle Eastern Family Office

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Shelton AI automated our back-office, cutting costs and freeing up resources for strategic tasks. It’s improved risk mitigation and helped us seize new opportunities.

Head of Private Markets, Asian Pension Fund

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Shelton AI streamlined our fee management and sped up decision-making. It’s boosted revenue by uncovering new investment opportunities and managing risks better.

Head of Strategy, Canadian Pension Fund

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Shelton AI reduced manual work and improved fee transparency. The enhanced risk management has opened new growth opportunities and improved strategic focus.

Lead Portfolio Analyst, European SWF

Who We Serve
Shelton Promise

Get Unparalleled Insights into Your Portfolio

Shelton AI

Onboard in Under 10 Minutes

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Take Control of Your Portfolio

Upload your key financial documents, and let our proprietary AI handle data extraction and mapping. Gain real-time portfolio insights, empowering better decision-making and enhancing overall financial performance.
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How it works
1

Upload Financial Documents

Begin by securely uploading a variety of essential financial records, such as Capital Account Statements, LPAs, and Investment Reports, for comprehensive analysis.
2

Data Extraction

Our proprietary AI models are designed to precisely extract crucial financial data from complex documents, utilizing cutting-edge algorithms for enhanced accuracy and speed.
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View Portfolio Insights

Access your fully integrated portfolio in real-time, featuring in-depth insights and analytics, enabling you to make data-driven decisions with confidence and precision.
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