Meeting intelligence
Decisions, action items, insights and blockers captured from every meeting, with a brief waiting before the next one.
The AI operating system for investment firms
Your assets, trades, decisions and meeting intelligence, now one prompt away. Strata is the operating layer that connects a fund’s data and turns it into approved action.
AUM
$1.24B2.4%
Positions
863
Open actions
145
Meetings
112
NAV vs. benchmark
Fund II · rolling 12 months
3m12mYTD
NAVBenchmark
From this week’s meetings
View all- Send Q3 LP update draftFund II · reporting · 2mReview
- Rebalance energy exposureRisk · flagged in IC · 14mApproval
- Prepare IC memo for MondayDeals · 3 sources cited · 1hDrafting
- Follow up on Series B termsDeals · pipeline · 3hPending
Works where you work
- Google Meet
- Slack
- Telegram
- Claude via MCP
- CRM
- Portfolio data
AES-256 · TLS 1.3
From connected context to approved action
Strata ingests meetings, portfolio and CRM data, answers with source-cited outputs, and asks for human approval before any action.
Live portfolio and risks
Positions, exposures and risks across your funds, always current and one question away.
Human in the loop
Source-cited answers, and human approval before any action is taken on your behalf.
The problem
Your firm already has the data. It just lives in too many places
- Knowledge in silos
- Critical fund knowledge lives in inboxes, decks, meeting notes and spreadsheets that nobody can search together.
- Paperwork over investing
- Teams spend hours compiling briefs, recaps and LP reports instead of making investment decisions.
turns funds into AI-native firms, with briefs, digests and LP reporting drafted for you.
Daily digests, weekly recaps and pre-meeting briefs arrive in Slack or Telegram. Data is encrypted with AES-256 at rest and TLS 1.3 in transit, and customer data is not used to train shared models.
Built for funds that would rather invest than chase paperwork
Strata goes live on the systems your team already uses, and gives the hours back to the investment work.
15+
Data sources connected
50+
Reported hours saved per week
Questions about Strata
What investment teams ask before a demo. Anything else, just ask.
Family offices, funds and investment teams that want one platform for their data, meetings and reporting.
Meetings, portfolio and fund data, CRM and recurring workflows, and the channels your team already uses, including Slack and Telegram. Strata also works inside Claude through an MCP connector.
Strata ingests your meetings and extracts decisions, action items, insights and blockers, then follows up with daily digests, weekly recaps and pre-meeting briefs.
No. Outputs are source-cited, and Strata asks for human approval before any action.
Data is encrypted with AES-256 at rest and TLS 1.3 in transit on SOC 2 Type II infrastructure, and customer data is not used to train shared models.
Request a 20-minute demo and see Strata solve a workflow using your own data.
See Strata solve a workflow using your own data
Request a 20-minute demo with the team behind Strata.