The operating system for your investment firm
Columbus is the solution that brings AI into your firm's operations, intelligently. The institutional brain of private markets.
Meridian Q2 metrics: EBITDA €4.1M, revenue €18.3M
3 new email threads linked to Project Ávila
Inbound opportunity qualified: 8/10 fit against your criteria
Connected to the AI ecosystem. And to the tools you already use.
Gmail
Outlook
Excel
Running your firm on generalist tools?
The market is full of outdated solutions and fragmented tools. AI doesn't seem to deliver everything it could.
Fragmented information. Deals in Excel, contacts in inboxes, valuations in shared folders. Every number lives in three places and matches in none.
Handcrafted reporting. Every quarter: collect the PDFs, rebuild the Excel, lay out the report, send it LP by LP. Days of work to describe what already happened.
AI cut off from your operations. ChatGPT in one tab, your firm in another. The AI you already use can't read your pipeline, query your portfolio or update anything.
One platform. Three suites.
360 software: a number is entered once and shows up wherever it belongs. No syncing tools, no copy-paste.
Atlas
Day-to-day operations
Deal pipeline, relational CRM, portfolio, committees, tasks and documents. Your team's work, in one place.
Horizon
The face you show investors
Investor portal, reporting on your template, opportunities behind NDA and a secure document repository. Every LP with their own account.
Navigator
The AI layer
Agents with a purpose and scoped permissions, plus an MCP server connecting your firm to Claude, ChatGPT and the AI ecosystem.
Atlas
Your firm's daily operations
A number is entered once and shows up wherever it belongs: on the deal, the vehicle, the committee and the report.
Configurable kanban, no limits
Unlimited pipelines and stages per firm. Shape the flow of each strategy: buyout, growth, deal-by-deal, advisory mandates.
- Stages and pipelines defined by you, not by the tool
- Tasks, reminders and documents on every deal record
- Full history of changes and activity
Relationships in context
People, companies, funds and investors, all linked to deals and vehicles. The full history of every relationship, where you need it.
- Configurable relationship types and custom fields
- Personal inbox connected: Gmail and Outlook via per-user OAuth
- Outbound sequences sent from your own email
TVPI, IRR and DPI without opening Excel
Metrics per portfolio company and per vehicle, calculated by Columbus. Agents extract metrics from PDFs and Excel and propose the update, visibly labelled and pending human approval.
- TVPI, IRR, DPI, NAV and MOIC per vehicle and company
- Agent-driven metric extraction from PDF and Excel
- Every AI proposal flagged and pending your approval
Decisions with minutes and votes
Set up your committees, call sessions, record votes and resolutions. The minutes stop being a Word file lost in a folder.
- Committees configurable per vehicle and strategy
- Sessions with agenda, votes and resolutions
- Every decision traceable to every deal
Investment Committee · Session 14
APPROVEDObligations under control
A compliance module per vehicle and jurisdiction: Spain and Luxembourg. Every filing with its owner, its date and its status.
- An obligation calendar per regulated vehicle
- Warnings ahead of every deadline
- An audited history of compliance
Horizon
Reporting becomes simple
From the administrator's PDF to each investor's portal, in one continuous flow.
Portfolio data comes in on its own
Forward the administrator's email to the agent's inbox, or import the file. The agent identifies the company and extracts the metrics.
Columbus consolidates per vehicle
NAV, TVPI, IRR and DPI updated per vehicle and per investor. You approve the agent's proposals and the number lands where it belongs.
The doc-builder drafts the report
On your template, configured once. Ask for the quarter's report and get it back ready to review.
Every LP receives it and sees it in their portal
Distributed by email and published to the portal. Each investor logs into their own account and sees their positions in real time.
And also
Opportunities behind NDA
Publish opportunities with access requests and NDAs. You decide who sees what.
Secure document repository
Reports, legal and tax documents, organised per vehicle and per investor.
Positions in real time
Each LP checks their commitment, distributions and position value whenever they want.
Multi-vehicle consolidation
Positions and metrics consolidated across funds, SPVs and mandates. The whole firm's picture, not vehicle by vehicle.
Every firm works its own way
Who you are, how you structure capital and what you do. Three answers are enough to set up your platform. Pick yours:
Who is your firm?
How do you structure capital?
What do you do, and in which markets?
Your setup
Few firms fit a single box: some funds co-invest through SPVs, some managers also advise. Columbus takes your combination and seeds pipelines, metrics and roles to match.
Operational in hours, not months
Describe your firm, upload your Excels and CSVs, and an agent proposes the full structure: pipelines, vehicles, metrics. You adjust and approve.
Security and control
The minimum you should demand from any software that touches your firm's data.
Multi-tenant isolation
Each firm in its own tenant, with row-level security (RLS). Your data shares space with no one's.
Complete audit trail
All activity is logged, human and agent alike. Who did what, when, and to which record.
Data in the EU
Infrastructure in the European Union: Spain and Luxembourg. Compliance module per regulated vehicle.
AI with a predictable cost
Credits included per user every month, in a pool the admin redistributes. No billing surprises.
Agents operate under the same permissions and the same audit trail as people.
What changes from your first quarter
The same workflows, without the manual work around them.
Quarterly reporting
48 hours of Excel and PowerPoint, sent LP by LP
Generated on your template and published to the portal
Portfolio company metrics
Retyping PDFs by hand, quarter after quarter
Forward the email; the agent proposes the update
Data questions
Asking whoever keeps the Excel
Ask Claude or ChatGPT, connected to Columbus
Onboarding
Months of implementation and migration
Hours: AI proposes your structure, you approve it
One plan. Everything included.
The complete product, for everyone. Your only decision is headcount.
- Atlas, Horizon and Navigator in full
- Investor portal with an account for every LP
- AI agents and MCP server
- Columbus credits included per user
- AI-assisted onboarding included
- No lock-in
No tiers, no add-ons, no small print.
Request a demoColumbus credits
The agents' work (reading PDFs, drafting reports, answering from Claude or ChatGPT) uses Columbus credits. Every user's licence includes a monthly allowance, enough for normal use of the platform.
The whole team's credits form a shared pool the admin redistributes at will: the analyst processing forty PDFs can use the credits the partner doesn't spend.
If the firm needs more, it buys additional credit packs with volume discounts: the larger the pack, the lower the price per credit.
Credit packs
- No surprises: included credits renew every month.
- Usage per agent and per user, visible in real time.
- No auto-recharge: nobody buys credits without the admin's approval.
- Purchased credits never expire while the subscription is active.
Show us how your firm operates
We'll hand it back to you, running on Columbus.