Portfolio Answer Desk
When the CIO asks about the portfolio, you send the right number, with its sources, in minutes.
For: A portfolio analyst at a large LP
I build data and AI products for private capital, end to end.
Private capital is money invested in companies and loans that don't trade on a stock exchange: startup funds, private lenders, infrastructure funds. These investors decide with little public data, so the work is turning documents into data they can trust, then into tools that speed up their decisions.
LinkedInGitHubalexandrecelap@gmail.com
Where each project sits, from finding a company to managing the investment.
Each project below starts from one real problem for one type of investor. Each case study says who it is for, what they can now do, what was measured and what wasn't, and the product steps behind it. Every demo uses public or made-up data, so you can try it.
These are side projects: prototypes and proofs of concept, built outside work. My main work is at BlackRock, with real data for real clients, and isn't shareable.
Turning messy financial documents into clean, checked data
When the CIO asks about the portfolio, you send the right number, with its sources, in minutes.
For: A portfolio analyst at a large LP
Give it any BDC's 10-K or 10-Q (annual or quarterly report). Get back one spreadsheet row per loan, with each footnote's meaning attached.
For: An analyst at a private lender
BDCs (stock-listed funds that lend to private companies) publish every loan they hold. This tool puts those public reports into one table. Lenders use it to price a new loan and to pick which existing loans to check first. Every number links to its SEC filing.
For: A lender pricing a new loan or reviewing its loans
Tools that help investors decide faster, with the evidence shown
Know within minutes whether a secondaries offer deserves an NDA, with a price view from your own fund data, and see which pensions may sell.
For: The secondaries team at a large investor
Checks every number in a seller's deck against the data room, reads every file for red flags, and shows you the page behind each result.
For: An analyst at a family office, before investing
Founders email pitch decks to a startup fund. Deck Rank ranks them so the best one gets read first. Every score quotes the slide it came from.
For: A junior investor at a startup fund
Describe the kind of startup a fund wants to back. Get a scored shortlist from the web, each score backed by a quote and a link.
For: A junior investor at a startup fund
Warns a lender when a company it lends to may not have enough usable cash for its next interest payment. Then it ranks which companies the lender's staff should handle first, by money at stake.
For: The team that checks borrowers at a private lender
Finds events in a construction project's letters and reports that could cost the owners money. Shows each contract deadline and drafts the formal notice for a named person to approve.
For: A fund that owns part of a large construction project