Description: Librios logo
AI Reporting Platform

The portfolio
reporting platform
built for asset managers.

A secure, AI-powered platform for complex alternative asset projects delivering tailored, repeatable results inside your environment. Your portfolio data already holds the answers. We turn it into reporting, insight and action.

Contact us See how it works
Top features

The features you'll depend on

01 Reporting

Automated, enterprise-grade reporting and visualization across assets.

Built directly from your documents and data — quarterly reports in your house template, every figure cited to source.

02 MSP oversight

Managed service partner insights with automated compliance monitoring.

Structured GAP analysis across NAV statements, capital activity and operator data — exceptions surfaced the moment they appear.

03 Document AI

AI-driven analysis of strategy, risk and fees across portfolio documents.

PPMs, board reports, side letters, financial materials and more read in parallel — strategy, risk posture and fee structures extracted, compared and answered.

Capabilities

Many capabilities, one platform.

Capability · 01 / 06 REPORTS

Drafted reports, ready before close.

The platform pulls holdings, valuations and operator data, then drafts a full report in your house template — cited paragraph by paragraph. Analysts open the quarter reviewing a draft, not staring at an empty Word doc.

DEPLOYS INTO Azure On-prem
Customer Cloud Account region · eu-west-2
Customer VPC 10.0.0.0/16
Librios runtime
Ingest stream · TLS
Store customer KMS
Audit append-only
KMS customer keys
inbound · LP requests 0 bytes leave tenant
AUDIT 14:02:11 SIGNED report.fund_iv.q1 - analyst@lp.fund
Raw documents FundIV.pdfPDF2.4 MB NAV_Q1.xlsxXLSX980 KB Letter_LP14DOCX340 KB operator_packEML1.1 MB unstructured · scattered · stale
Librios Second brain
1Captureall sources 2Organiseatomise · vectorise · knowledge graph 3Distillpre-calculate · slip notes · exec summaries 4Expressai reports · documents · JSON · API
GET /api/knowledge
Your AI tools Claude Code codebase · ops Cowork analyst desk M365 Copilot via REST curated · cited · current
Your AI queries a curated knowledge base — not a file share.
Your brand
Your brand
Prompt Library 48 prompts
SUM Board Summary
RPT Quarterly report
ANL MSP GAP analysis
RPT Technical Report
AI Report
Q3 Asset A report 2025 Draft AI Generated
The board identified three strategic priorities for Q3: infrastructure modernisation, talent acquisition in data science, and accelerating the digital transformation programme across all business units.
JC
J. Chen · Infrastructure
Access & Roles
Infrastructure
Reports Config API Test
Editors
Review Approve Edit
Analysts
Read Report
Viewers
Read
Build Prompts
Human Review
Role Access
01 / 06 Auto-rotating · click to pause
How it works

From raw data to a signed-off report, on a single rail.

Every step is auditable. Every figure cited back to source. Humans keep the pen — we just hand it to them already moving.

1

Connect & ingest

External platform APIs and databases, fund admin, MSP packs, and the PDFs nobody wants to touch. Nothing leaves your environment.

Week 01–02 · Pilot
2

Model your book

A ledger of assets, funds, strategies and investors — normalised to how your team thinks, not a generic CRE or PE schema.

Week 02–04 · Pilot
3

Teach the templates

Upload three past reports. The platform learns your tone, section order, disclosure language and sign-off chain.

Week 03–05 · Configure
4

Draft & review

Each figure cited to source. Each paragraph re-runnable. Analysts review in a split-pane editor — not an empty deck.

Ongoing · Production
5

Compliance & sign-off

Disclosure rules run as machine checks. Every edit is versioned. Auditors get a receipt trail, not a hunch.

Ongoing · Production
6

Publish in your formats

PowerPoint, Word, XBRL, data rooms, investor portals. Reports ship where your investors already read.

Ongoing · Production
Clients

What the reporting desks are saying.

“
Automated quarterly reporting has saved us days of complex data compilation with outputs that still use our own templates.
Director of Digital Transformation · UK Infrastructure Asset Management CompanyProject · Q1 2026
“
Time series management across assets just got much easier.
Senior Investment Analyst · UK Specialist Investment Management Company
Start a conversation

Tell us what your next quarter needs to look like.

Every engagement is a focused pilot against your data, your template and your reporting calendar. No slideware. No generic demos.

UK · Librios Ltd, The Stable Yard, Vicarage Road, Milton Keynes MK11 1BN
US · Librios Americas, PO Box 6577, Bridgewater NJ 08807 USA