James Camp 🛠,🛠

$4.4 trillion in PE assets under management Monitored by analysts who spend 500+ hours a year copying numbers from PDFs into Excel. Not analyzing. Copying and pasting. A fund has 10 portcos. One on NetSuite, one on QuickBooks, three on Excel, one CFO sending a paragraph in an email every quarter. Company A calls it "Revenue." Company B calls it "Net Sales." Company C doesn't even use the same EBITDA calculation. Before AI can do anything useful, you need four layers: 1. Ingestion: get the data out of PDFs, spreadsheets, emails, whatever format it shows up in 2. Normalization: make sure the same metric means the same thing across every company 3. Storage: structured database that can actually be queried, not a folder of files 4. Query layer: natural language interface so a non-technical partner can ask "which portco is trending down on margins?" and get a real answer Most companies jump straight to layer 4 and wonder why nothing works. The unlock is building layers 1-3 first. Once those exist, the AI part is MUCH easier. The firms that get their data infrastructure right first will be untouchable.

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