Firm Overview

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* 1. Size of your firm (assets under management)

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* 2. Number of active portfolio companies?

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* 3. What portfolio monitoring software or tools are you currently using?

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* 4. How satisfied are you with your current portfolio monitoring tools? (Scale of 1-5)

1 1 (Not satisfied) - 5 (Very satisfied) 5
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i We adjusted the number you entered based on the slider’s scale.

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* 5. Describe how your firm currently tracks and assesses the financial and operational performance of your portfolio companies.

Challenges & Needs

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* 6. What challenges do you face with your current portfolio monitoring tools or processes? (Rank in order of importance)

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* 7. What additional improvements are you looking for in your firms' portfolio monitoring software? (In order of importance)

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* 8. Are you currently utilizing AI-based tools for monitoring your portfolio companies? Yes/No

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* 9. If yes, for what specific tasks are these AI tools used for? (e.g., data analysis, predictive analytics, risk assessment, other)

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* 10. What is your firm's interest in integrating more AI solutions into portfolio management processes?

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* 11. In which areas do you believe AI will have the most significant impact on portfolio management in the next 5 years?

User Experience and Flexibility:

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* 12. Who are the primary users of your portfolio monitoring system within your firm? 

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* 13. How does your current system cater to the needs of these different user groups?

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* 14. Discuss the flexibility of your current system in adapting to new requirements or changes in your portfolio monitoring needs.

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* 15. How do you anticipate your portfolio monitoring practices will evolve in the next 5 years?

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