For Private Equity

One AI layer across your entire portfolio.

Deploy consistent AI governance across every portfolio company. Each company gets its own isolated workspace. Your fund team gets a cross-portfolio view.

THE PROBLEM

AI is already in your portfolio companies. It's just not governed.

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Every company is using AI differently

No consistency, no oversight, no shared standards. Each portco is prompting from scratch, reinventing context every session.

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Context is locked in silos

Claude doesn't know who's asking, what company they're from, or what they're allowed to do. Every session starts from zero.

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Fund-level visibility doesn't exist

No way to see how AI is being used across the portfolio. No audit trail. No guardrails. No governance layer.

HOW IT WORKS

Deploy in minutes. Govern forever.

Three steps from fund setup to portfolio-wide governance.

1

Set up your fund workspace

Create your fund org. Define your investment thesis, fund-level guidelines, and which integrations your team uses.

2

Onboard each portfolio company

Each company gets its own isolated On Belay workspace. Local teams manage their own groups, people, and tools.

3

Give Claude the full picture

Every team member at every company connects Claude to their On Belay workspace. Claude knows who they are, what company they're from, and what tools they can access.

USE CASES

Everything your fund needs. Nothing it doesn't.

Cross-portfolio AI standards

Set consistent Claude behavior guidelines that cascade from the fund to every portfolio company.

Per-company group isolation

Marketing at Company A can't see credentials or context from Company B. Isolation is enforced by design.

Ops team context

Your operating partners get a unified view. Every company's integrations and team structure in one place.

Integration governance

Control which teams at which companies can access which tools — Acumatica, NetSuite, Slack, and more.

White-label ready

Deploy On Belay under your fund's brand. Your portfolio companies never see "On Belay" if you don't want them to.

Audit trail

Every Claude action that touches a credential or integration is logged. Full visibility across the portfolio.

INTEGRATIONS

Connects to the tools your portfolio companies already use

AcumaticaNetSuiteSlackShopifyQuickBooksXeroHubSpotStripeGoogle Analytics

FUND PLAN

Custom pricing for funds

The FUND plan is built for PE and VC firms managing multiple portfolio companies. Includes cross-portfolio context, white-label deployment, and dedicated onboarding.

Starting at custom pricing — no per-seat surprises.