Describe what you need.
Start with an operating question. Relay drafts the request and report for you to refine.
PORTFOLIO REPORTING & BENCHMARKING FOR PE TEAMS
Your next portfolio report
starts with a question.
Tell Relay what you need to know. AI helps shape the request and draft company updates, so you can review the answers, benchmark your portfolio, and track what changes.
One-off or recurring requests Company-reviewed answers Your portfolio’s benchmarks
EXPLORE AN EXAMPLE
Relay / Portfolio reportILLUSTRATIVE DATA
September 2026
AI & transformation
Employee AI adoption
Higher adoptionCompanyPortfolio median 64%
Aperture
82%
Northstar
74%
Harbor
61%
Portfolio medianShowing 3 of 12 companies
Based on accepted company responsesCompare companies. Follow the trend. Review the source.
Example report · Fictional companies and figures · Benchmarks use your own portfolio data
AI-POWERED PORTFOLIO INSIGHTS
Understand what’s changing.
Know where to focus.
Bring the numbers and the narrative together. AI summarizes themes across company updates, while portfolio benchmarks and trends put performance in context.
- Spot performance gaps. Compare relevant peers by fund, sector, size, or your own attributes.
- See progress over time. Track which metrics are improving and where results are slipping.
- Find shared priorities. Surface reported blockers, progress, and support needs across companies.
START WITH YOUR PRIORITIES
Use cases
Across every function and reporting cadence. Explore examples, then build a request around your own priorities.
AI & transformationWhere is adoption turning into progress?Financial performanceWhere are performance gaps emerging?People & organizationHow do your workforce metrics compare?
Explore all use cases 40 example requests across AI, finance, people, growth, cybersecurity, integration, operations, ESG, and more.AI ASSISTS. YOUR TEAM DECIDES.
How it works
Less work to gather the answers. More context to put them to use.
Start from what companies already have.
Documents and notes become AI-drafted answers. Contributors review them and the company approves before sharing.
Compare your portfolio.
Review submissions, benchmark relevant peers, and follow the same metrics over time.
RELAY BENCHMARK NETWORK · COMING SOON
Put your portfolio
in a wider context.
Is a performance gap unique to your portfolio—or shared by similar businesses? We’re building benchmarks across participating firms to help you answer that question.
- Compare similar businesses. Peer groups by sector, company size, geography, and business model.
- Make comparisons meaningful. Shared metric definitions and reporting periods, with sample sizes and coverage shown.
- Keep company data private. Aggregate benchmarks without exposing another firm’s companies, responses, or documents.
A FEW DETAILS
Questions before
your first request?
Where do the benchmarks come from?
Your own portfolio’s reported data. Compare companies using shared questions and reporting periods, and filter by attributes such as fund, sector, or company size. The planned Relay benchmark network will add anonymized comparisons across participating firms under client agreements. It is not available yet.
Can we collect more than financial metrics?
Yes. Build questions around your operating priorities: AI initiatives, workforce metrics, customer performance, cybersecurity, integration progress, and more. Use a template or create your own request.
Can we track the same request over time?
Yes. Recurring requests keep reporting periods connected so you can follow trends. Compare the same companies across periods to understand changes without a shifting peer group.
Does AI submit answers automatically?
No. AI helps draft requests and answers from supplied documents or notes. People review the answers before submitting, and company approval can be required before sharing with the PE firm.
START WITH WHAT YOU NEED TO KNOW
What do you need to know
about your portfolio?
Start with a question. Build the request with Relay.
Get started