What is VectorShift?

VectorShift is an AI operating system for private market investors, providing an agentic AI platform built for investment firms. It unifies a firm's data, files, and external market data into a secure, searchable layer, and automates workflows from VDR analysis and IC memos to portfolio monitoring and LP reporting. The platform is designed to make institutional knowledge permanent and compound across every deal, with every answer fully sourced and traced back to the exact document and page.

How to use VectorShift?

VectorShift is deployed as a platform that integrates with a firm's existing systems. Users interact with it through custom interfaces (Web, API, Email, Outlook, Chat, Slack, Teams) where they can ask questions or trigger workflows. The platform uses agentic orchestration to decompose goals into multi-step plans, run tools and agents against the firm's data, and verify results. Teams can use pre-built skills from a library or compose workflows in natural language, with the platform routing tasks to the best model for the job.

Core features of VectorShift

Unified knowledge layer: Files, deals, and external market data in one secure, searchable layer.
Provenance by default: Every figure traceable to the document, page, and paragraph it came from.
End-to-end automation: Automate workflows from NDA review to DDQ responses to portfolio monitoring.
Purpose-built interfaces: Presentation review, portfolio monitoring, table interface, data room tracker, and meeting recorder.
Skills library & 100+ integrations: Pre-built finance workflows (DCFs, LBOs, comps) and integrations with SharePoint, OneDrive, Outlook, Excel, PowerPoint, Box, and more.
Agentic orchestration: Decomposes goals into plans, runs tools and agents, and self-corrects.
Security & compliance: Single-tenant deployment (VPC, dedicated cloud, or on-prem), permissioned by design, SOC 2 Type II certified, GDPR compliant, and never uses data for model training.