Industries
The knowledge layer for private equity data
Context infrastructure for complex investment data. Permute connects how your firm actually understands funds, SPVs, entities, and portfolio companies, so every report, agent, and dashboard reasons from the same truth instead of rebuilding it from scratch.
A firm’s knowledge layer
Traditional infrastructure stores records. A knowledge layer stores how they relate.
Permute connects the systems your firm already uses, then keeps that understanding current as acquisitions, entities, and reporting rules change.
Why AI alone isn’t enough
AI can only reason over the information it receives.
Without a knowledge layer
- Can't infer that two entities represent the same company
- Doesn't know why a reporting exception exists
- Treats every strategy's metric definitions the same
With Permute
- Resolves entity identity automatically across systems
- Keeps historical decisions attached to the data
- Applies your firm's definitions consistently, every time
How it works
Connect. Encode. Reconcile. Maintain.
01
Start with the systems you already use.
Permute connects to your existing systems and identifies the relationships that should exist between them.
02
Turn tribal knowledge into structure.
Permute asks targeted questions whenever firm-specific knowledge is required, and those answers become part of the knowledge layer.
03
Catch what a spreadsheet catches quarterly, continuously.
Duplicate entities, missing relationships, conflicting identifiers, and upstream data quality issues surface as they happen.
04
Keep it current automatically.
As acquisitions, ownership structures, and reporting methodologies change, the knowledge layer updates alongside them.
What changes
Less reconciling. More reliable answers.
Entity resolution across every system
Match the same portfolio company, SPV, or legal entity across your ERP, CRM, and reporting package, even when names, IDs, and charts of accounts never line up.
Fund, SPV, and portco relationships mapped
Know which legal entities roll into which fund or SPV, and how ownership structures evolve after every acquisition and restructuring.
Firm-specific definitions, encoded once
Your definitions for ARR, covenant health, and reporting methodology live in one place, so every analysis and every AI application applies them the same way.
Every answer traces back to why
Historical exceptions from acquisitions and restructurings stay attached to the data, so nothing gets re-litigated every reporting cycle.
Start with one workflow
See your knowledge layer in action
Walk through a live workspace tuned for PE: entity resolution, fund and SPV mapping, and traceable answers your deal team can reuse.