Introducing controltowers.ai

Your capital.
Fully visible.
Always optimal.

An AI-powered intelligence platform that gives capital owners direct, real-time insight into every asset — eliminating intermediaries, unlocking hidden returns.

Scroll

Your returns are being filtered
at every layer

You own capital. You've deployed it across a portfolio of businesses, funds, and financial instruments. But how much do you actually see?

For public assets, visibility is reasonable. For private companies — where much of the real value lives — you're entirely dependent on a chain of intermediaries: boards, managers, advisors. Each one delays, filters, or reframes the information before it reaches you.

By the time a quarterly report lands in your inbox, the opportunity to act has already passed. The information has been shaped by those whose interests may not perfectly align with yours.

This is not a minor inconvenience. For owners of significant private capital, the information gap is costing real returns — every single year.

Capital Owner
Family Office / Wealth Manager Filtered
Board of Directors Delayed
Management Reporting Shaped
Underlying Data — ERP / Accounts
Ground truth
Your information arrives after passing through every layer above — each one introducing delay, interpretation, and potential distortion.

A control tower for every
capital position you hold

controltowers.ai connects directly to the data layer — ERP systems, accounting software, financial platforms — giving you unmediated, real-time intelligence across your entire portfolio. Then it deploys AI agents to actively optimise what it finds.

01

Direct
Intelligence

Connect to source systems — Xero, QuickBooks, SAP, NetSuite — and pull any metric you care about, whenever you want it. No intermediary. No narrative. Just data.

02

Portfolio
Control Tower

A unified view of your entire capital deployment: active investments, passive instruments, cash positions. Real-time returns, benchmarks, and anomaly detection across every asset class.

03

AI Agent
Swarms

Intelligent agents that don't just report — they act. From ensuring cash earns optimal rates to identifying operational inefficiencies in your portfolio companies and designing improvement plans.

From data to decisions

01

Connect

Plug into your portfolio companies' accounting and ERP systems via secure integrations. Takes minutes per entity.

02

See

Your control tower surfaces the metrics that matter: margins, cash flow, working capital, returns — live, not quarterly.

03

Analyse

AI agents scan for anomalies, benchmarks against peers, and surfaces insights you'd otherwise never see until it's too late.

04

Optimise

Agents take action: restructuring cash into better-yielding instruments, alerting on covenants, proposing operational improvements.

Two engines of value creation

Active Capital — Portfolio Intelligence

  • Real-time P&L, cash flow and balance sheet for every investee company
  • Direct ERP integration — bypass board reporting entirely when you need raw data
  • AI-driven anomaly detection: flagging issues before they become crises
  • Performance benchmarking against sector peers
  • Management KPIs tracked automatically — no more chasing updates
  • One-click board report generation for when you do need formal reporting

Passive Capital — Returns Optimisation

  • Continuous sweep ensuring cash and equivalents earn optimal market rates
  • Automated comparison of fixed income, MMF, and deposit products
  • Covenant monitoring across bond and loan positions
  • Tax-efficient rebalancing signals across the portfolio
  • FX exposure tracking and hedging opportunity alerts
  • Single dashboard across all custodians, brokers, and banks

A workforce of intelligent agents
working across your portfolio

controltowers.ai deploys specialised AI agents that don't just report — they act. Each agent is purpose-built for a domain, runs continuously, and escalates to you only when judgment is required. Together they function as a senior operating team working silently across every investment you hold.

Intelligence

Market & Competitor Intelligence

A weekly press review for each portfolio company — tracking competitors, sector news, pricing moves, and regulatory shifts.

  • Competitive monitoring across press, filings & social
  • Weekly briefing delivered every Monday
  • Real-time alerts if material news breaks
  • Peer benchmarking by sector
Operations

Operating Partner Agent

An AI operating partner embedded at investment level — tracking KPIs, surfacing risks and recommending interventions.

  • Monitors operational metrics continuously
  • Drafts improvement recommendations with data
  • Tracks board decision action points
  • Spans single holdings or entire portfolio
Governance

Governance & Board Secretary

Prepares board agendas, consolidates management packs, tracks action points, and ensures governance obligations are met on time.

  • Auto-generates agendas from action logs & KPIs
  • Consolidates board packs from multiple sources
  • Tracks open actions with reminders to owners
  • Maintains statutory compliance calendar
Compliance

Compliance, KYC & Regulatory

Manages ongoing KYC obligations, monitors regulatory changes, and flags compliance gaps before they become liabilities.

  • Continuous KYC refresh across all entities
  • Regulatory change monitoring by jurisdiction
  • UBO changes, sanctions screening, PEP alerts
  • Full audit trail for all compliance actions
Communications

Email Intelligence & M&A Tracker

Connects to key principals' inboxes — and where authorised into portfolio company management — to surface every email relevant to a chosen theme.

  • Monitors for strategy, M&A, revenue topics
  • Daily or weekly digest of relevant threads
  • Tracks deal flow, LOIs, counterparty correspondence
  • Extends into portfolio company emails with permissions
People

Chief of Staff — HR & People

Acts as AI chief of staff for people matters — tracking headcount, key person risk, hiring pipelines and HR compliance across the portfolio.

  • Headcount and cost versus budget
  • Key person risk flags and succession prompts
  • Hiring pipeline status across companies
  • HR compliance deadlines and policy refresh
Execution

Information Chaser Agent

Automatically follows up on outstanding information requests so nothing falls through the cracks.

  • Context-aware follow-ups on your behalf
  • Tracks every open request with deadline
  • Escalates unanswered chases to you
  • Full audit log of all communications
Productivity

Diary & Schedule Manager

Manages your calendar intelligently — prioritising by portfolio relevance and preparing pre-meeting briefs from live data.

  • Schedules by portfolio company priorities
  • Pre-meeting briefs from ERP and email data
  • Blocks strategic review time around reporting
  • Coordinates across multiple time zones

Agents operate continuously in the background — monitoring, drafting, chasing and summarising. You set the rules, define the boundaries of access, and receive only what requires your attention. The result is the leverage of a senior operating team at a fraction of the cost.

Deploy Your Agents

Built for owners of real capital

Family Offices

Multi-generational capital stewards

Managing complex portfolios across private equity, real estate, operating businesses, and liquid assets. controltowers.ai replaces fragmented reporting with one unified intelligence layer.

HNW Individuals

Direct investors in private companies

You've taken board seats, written cheques, and built relationships. Now get the data transparency to match your conviction — without depending on management to bring you news.

Fund Managers

PE, VC and private credit managers

Deliver richer LP reporting, catch portfolio company problems earlier, and demonstrate the value-add that differentiates your fund — with AI doing the heavy lifting.

$12T+
Private capital deployed globally with limited real-time visibility
90%
Of private company insight still arrives quarterly, not in real time
3–5×
Reduction in oversight cost versus traditional advisor models
Real-time
Data access from ERP and accounting systems, not filtered reports

See your portfolio clearly
for the first time

We are onboarding a select group of founding clients. Join the waitlist and our team will reach out to discuss your portfolio and how controltowers.ai can transform your visibility.

No commitment. Founding clients receive priority onboarding and preferred pricing.

Or reach us directly at [email protected]

Email [email protected]
Demo View live demo →
Early access Request onboarding