Meet Preston: The New Standard for Private Equity Portfolio Analysis with AI

Private equity teams face a new reality. In today’s market, buying activity is down and the pressure to deliver results from existing portfolio companies is higher than ever.

Traditional portfolio monitoring often means fragmented reports, slow manual analysis, and delayed insights that limit value creation.

OneAdvisor’s new domain expert AI agent, Preston, is designed to transform how PE professionals analyze and improve the performance of their current investments. 

Turn Portfolio Monitoring into a Strategic Advantage 

Preston automates the analysis of every key metric across the portfolio. The agent connects directly to performance data, consolidates financials, tracks operational KPIs, and highlights areas needing attention.

Instead of waiting for end-of-quarter reports, PE teams get up-to-date, executive-ready insights in seconds. Preston’s conversational analytics interface allows users to ask direct business questions in plain language and receive actionable answers supported by transparent logic and intuitive visuals. 

Advanced Analytics for Every Portfolio Company 

Preston applies predictive analytics and agentic analytics to uncover patterns in revenue growth, cost management, and operational efficiency.

The agent benchmarks each portfolio company against sector peers and internal targets, making it easy to spot underperformance or outliers.

With instant scenario analysis and automated sensitivity testing, Preston helps investment teams validate management assumptions, quantify upside, and flag risks before they become issues. 

Streamline Reporting and Decision Intelligence 

Investment committee report automation becomes seamless with Preston. Users can generate customized reports on demand, tailored for partners, management, or LP updates.

The platform’s AI-powered insights ensure each report is accurate, consistent, and clear, saving valuable time and reducing errors. With Preston, PE teams move beyond static dashboards and legacy spreadsheets to a system that learns, adapts, and delivers insights at the speed of business. 

Ongoing Value Creation and Early Warning Signals 

Preston does more than summarize results. The agent acts as a constant performance analyst, alerting teams to changes in market dynamics, KPI deviations, or early signs of risk.

It also supports deep dives into cost structure, revenue drivers, and cash flow, helping teams identify new value creation opportunities or areas for operational improvement.

By connecting the dots between financial projections, real-time performance, and market benchmarks, Preston keeps PE teams ahead of the curve. 

Why Preston Sets a New Standard for PE Portfolio Management 

• Automates financial and operational performance analysis across all holdings.

• Benchmarks each company against peers and internal goals with no manual effort.

• Enables instant scenario analysis and predictive forecasting.

• Provides data room automation and investment committee report generation.

• Supports ongoing portfolio company monitoring with advanced analytics.

Preston is not just another BI tool. It is your AI data analyst, portfolio strategist, and reporting specialist, all in one.

By combining conversational AI, self-service analytics, and decision intelligence, Preston lets private equity teams focus on what matters most: driving performance, managing risk, and delivering superior returns from the current portfolio. 

Discover how Preston and OneAdvisor can help your team master portfolio monitoring and value creation. Contact us for a live demo or trial access and see the difference first-hand.