Nelson

The company brain for family offices and PE firms. Private to you.

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01 / HEADROOM

87%

across 14 holdings

Portfolio intelligence layer

Holdings

Nelson

Actions

HOLDINGS

Meridian Industrial

Northgate Foods

Halcyon Health

Decision cadence

Monday reviews converted into portfolio moves.

Outputs

covenants

margin

variance

Nelson is the brain of the firm. It has access to everything you own and reads a portfolio the way an operating partner does.

Nelson is the brain of the firm. It has access to everything you own and reads a portfolio the way an operating partner does.

It watches covenants, budgets, and margins across every holding. Continuously, not quarterly.
Financials, legal documents, and market data flow into one brain with the full picture.

It watches covenants, budgets, and margins across every holding. Continuously, not quarterly.
Financials, legal documents, and market data flow into one brain with the full picture.

Answers at meeting speed.

Answers at meeting speed.

Answers at meeting speed.

Ask about covenant headroom, cash runway, or budget variance mid-meeting. Nelson answers in milliseconds, from models running on your own hardware.

Ask about covenant headroom, cash runway, or budget variance mid-meeting. Nelson answers in milliseconds, from models running on your own hardware.

INFERENCE

142ms

142ms

LOCAL

Private by construction.

Private by construction.

Private by construction.

Positions, trusts, and deal documents never leave your perimeter. Nelson runs locally, with access controls mapped to your entity structure.

Positions, trusts, and deal documents never leave your perimeter. Nelson runs locally, with access controls mapped to your entity structure.

Tuned to your mandate.

Tuned to your mandate.

Tuned to your mandate.

Fine-tuned on your covenant packages, reporting calendars, and entity trees, Nelson speaks your portfolio’s language from day one.

Fine-tuned on your covenant packages, reporting calendars, and entity trees, Nelson speaks your portfolio’s language from day one.

NELSON

COVENANTS

MARGIN

VARIANCE

Operating map

LIVE MODEL

01

Ingest

02

Reconcile

03

Simulate

04

Act

Every review cycle feeds the next, so the model of your portfolio compounds along with it.

Built for private capital.

Family offices run on discretion. Operating partners run on cadence. Nelson was built for both: a model that lives inside your infrastructure, reads every statement and side letter, and never phones home.

Work that costs a deal team its weekend takes Nelson minutes. Covenant tests, budget variance, and margin drift surface before Monday’s meeting, not after the quarter closes.

Because Nelson is small by design, it is auditable by design. Every answer traces back to a document you own, on hardware you control.

Built for the people who own the outcome.

Built for the people who own the outcome.

Principals see the whole book. Operating partners see every lever. Deal teams see the detail. One model, three altitudes, nothing leaving the building.

Principals see the whole book. Operating partners see every lever. Deal teams see the detail. One model, three altitudes, nothing leaving the building.

Portfolio review

synced

PRIMARY FINDING

Covenant headroom tightening at two holdings. Variance traced to freight costs.

3

priority moves

Timeline

Artifacts

Covenant memo

IC deck

Your data

Your data

Nelson SLM

Nelson SLM

Actions

Actions

private

local

auditable

fast

Specifications & Security

Nelson runs on hardware you control: encryption at rest and in transit, role-based access mapped to your entity structure, full audit logging, compute isolation, and retraining on your schedule. Low-latency answers without a single byte leaving your perimeter.