Introducing Insights Generator
An Agentic AI capability delivering real-time, transparent portfolio intelligence at scale.
What if your portfolio could talk? Now it does.
Investment firms are drowning in complexity. Portfolios are intricate, stakeholders demand instant answers, and dashboards show data without explanation. Hours are spent navigating systems, compiling reports, and answering the same questions. By the time you have an answer, the opportunity may be gone.
The problem isn't data. It's interpretation. Traditional analytics show metrics but lack context, leading to wasted time, delayed insights, and inconsistent conclusions.
Insights Generator changes that. Embedded in 73 Monitor, it delivers charts, tables, and narrative explanations instantly. Just ask in natural language. No manual reporting. No dashboard hopping. No repeated work.
Smarter Insights, Faster Decisions
Turn Questions Into Confident Decisions
Get immediate, decision-ready insights without waiting on analysts or building reports, enabling faster, better informed decisions.
Insights You Can Act On
Teams can explore, refine, and drill deeper without resetting context, turning questions into understanding, not one-off answers.
Meet Teams Where Work Happens
Insights flow directly into dashboards, reducing friction between analysis and action and making results easier to share and align on.
Confident Decisions, Built on the Right Data
Rapid insight delivery helps teams spot risks early, validate performance quickly, and respond decisively to change.
Built-In Trust and Compliance
Every insight is explainable, auditable, and governed by enforceable rules, reducing risk while delivering intelligence quickly.
Immediate Value. Zero Overhead
No setup, training, or IT support required. Insight Generator works with your existing data models, delivering immediate insights that drive adoption through usefulness, not mandates.
Frequently Asked Questions
What business problems does Insights Generator solve?
Insights Generator addresses common challenges faced by data-driven organizations:
• Time lost navigating dashboards and multiple data sources
• Manual creation of reports, slides, and performance summaries
• Lack of narrative context in traditional BI tools
• Delays in answering ad-hoc business questions
• Inconsistent interpretation of data across teams
By providing direct, conversational access to insights, Insights Generator reduces friction, accelerates decisions, and improves confidence in analytics.
How reliable and accurate are the insights?
Insights Generator is grounded directly in authoritative 73 Monitor data and business rules. Insights are generated based on:
• The same datasets used in dashboards and reports
• Consistent portfolio and project definitions
• Applied filters and user permissions
• Avoids speculative or synthetic data generation
• Applies consistent business definitions and rules
Does Insights Generator replace analysts or reporting teams?
No. Insights Generator is designed to augment existing teams, not replace them. It automates repetitive exploration and reporting tasks, allowing analysts and subject-matter experts to focus on higher-value work such as strategic interpretation, scenario analysis, and stakeholder engagement.
What type of questions can users ask?
Insights Generator supports a wide range of business questions, such as:
Portfolio and project performance summaries
• Which portfolio companies exceeded revenue targets this quarter, and by how much?
• Summarize overall project performance across all sectors for the past year.
• Which initiatives have contributed most to portfolio growth over the last six months?
Trend, variance, and comparison analysis
• Which companies show the fastest revenue growth trends over the past four quarters?
• Where are the largest variances between budgeted and actual EBITDA by project?
• Compare operating margins for each portfolio company over the last two years.
Identification of drivers, outliers, or changes
• Which factors are driving underperformance in healthcare investments?
• Identify companies with sudden changes in EBITDA this quarter and explain why.
• Which portfolio companies are outliers in terms of customer acquisition cost trends?
Executive-level explanations of results
• Explain why overall portfolio growth slowed last quarter.
• Provide a narrative on the key drivers behind the top three performing investments.
• What factors contributed to the decline in projected revenue for underperforming companies?
Time-based or entity-based comparisons
• How did revenue and EBITDA change in our top five largest investments compared to the previous year?
• Compare cash flow trends for each portfolio company over the last two fiscal years.
How does Insights Generator mitigate AI hallucinations?
Insights Generator is designed to minimize hallucinations by:
• Grounding responses exclusively in validated 73 Monitor data
• Applying domain-specific business logic and constraints
• Maintaining strict context and permission boundaries
• Insights Generator does not fabricate data. Where assumptions are necessary, outputs are framed analytically and transparently.
Is customer data used to train AI models?
No. Customer data is not used to train public or external AI models. Data is processed solely to generate insights within the customer's secure 73 Strings environment, in accordance with platform data governance and privacy policies.
How does Insights Generator handle unclear or high-level questions?
When questions are broad or ambiguous, Insights Generator:
• Uses domain knowledge to infer likely intent
• Applies the user's current context to narrow scope
• Produces reasonable, transparent interpretations
• Enables refinement via follow-up questions
• Reduces friction in exploratory analysis