GRAPH + PORTFOLIO · YOUR PORTFOLIO AS A KNOWLEDGE GRAPH

AI solutions for investment management,
built by an operator.

Grafolio designs, deploys and governs autonomous AI agents for asset managers, pensions and endowments, REITs, and real estate and private credit managers. We start from the work your team already does: the reporting cycle, the investment committee memo, the underwriting model, the compliance review. We turn it into agent workflows that are cited, logged and ready for audit.

Book a 30-minute working session See Meridian →

PUBLIC AND PRIVATE MARKETS  ·  AUSTIN, TEXAS

ASSET MANAGERSPENSIONS + ENDOWMENTSREITSREAL ESTATEPRIVATE CREDIT

01 THE PROBLEM

Most firms have tried AI. Few have put it into production.

The pilots work in a demo. Then they hit the real desk: documents that don't reconcile, Excel models that are the system of record, definitions that differ by fund, and a compliance team that asks, fairly, “Show me what the model saw, what it said, and which version said it.”

Without that answer, agents stay stuck in pilot. The issue is rarely the model. It is the missing process map, the missing controls, and the missing link between an AI answer and the source document behind it.

02 WHAT WE DO

Four services. One bar: audit-ready.

Offered separately or together. Each one has the same goal: AI your investment committee, auditors and regulators can rely on.

01 · AGENTS, BUILT + DEPLOYED

Autonomous agents, built and deployed

Problem. Analysts rekey rent rolls, reconcile statements, assemble packs, draft memos. Generic chat tools can't see your files, models or definitions.

Deliverable. Production agents that read documents, run approved Excel + Python models, finish multi-step tasks: variance note each morning, lease chase list Mondays, IC memo draft on new deals. Every figure cited.

Value. Analyst time back to judgment. Outputs checkable in minutes.

02 · PROCESS MAPS

Processes, mapped into agent-ready workflows

Problem. Processes live in heads, threads, tabs. An agent can't automate what isn't written down.

Deliverable. Written map: inputs, systems, decision points, approvals, exceptions, owners. Each step marked automate / assist / keep human.

Value. One document ops, tech and compliance can all sign.

03 · GUARDRAILS

Guardrails, audit trails and compliance

Prompt, output and tool-call logs. Model + prompt versioning. Citations to source cell. Scoped permissions. Human-in-the-loop checkpoints. Exception queue. Policies aligned to NIST AI RMF.

FINRA 2026, SEC exams, SR 26-2 context apply. Grafolio provides technology and process advisory — not legal advice; we work alongside your counsel and CCO.

Discuss controls →

04 · LEADERSHIP ADVISORY

Where to deploy agents first

Problem. Every vendor has a pitch, every team a wish list.

Deliverable. Board-ready assessment: use cases scored on value, readiness, risk, effort; first deployment; 90-day plan; build-vs-buy.

Value. First win with measurable return and low exposure.

03 EXAMPLE USE CASES

Illustrative workflows we design for.

Scope and sequencing depend on your data, systems and policies.

PUBLIC MARKETS

Asset managers · pensions · REITs

Investor reportingletters, factsheets, board packs — citedAttributionnarrative that matches numbersCompliancepre-screen + log + approvalDDQssummarize, flag changesResearchfilings → structured notes
PRIVATE MARKETS

Real estate · private credit

Underwritingrent roll + T-12 → your Excel, traceableIC memosfirst draft + open questionsAsset mgmtvariance, expirations, covenantsCreditborrower + covenant watchLP reportingdefensible line by line

04 HOW WE WORK

Assess · Map · Build · Govern

Start with one workflow that consumes too much analyst time. Bring a redacted sample — a rent roll, a reporting pack, a memo template — and we come back with a scoped plan.

  1. 01 · ASSESSPrioritized planInterviews + AI inventory + ranked workflows
  2. 02 · MAPSpec + controlsSources, decisions, approvals, exceptions
  3. 03 · BUILDWorking agentLimited scope, real data, tested vs your answers
  4. 04 · GOVERNAudit-readyLogs, versions, permissions, monitoring

05 WHY GRAFOLIO

We have sat in your seat.

Led by an investment professional, not a software vendor learning the industry. 25+ years across underwriting, portfolio management, performance measurement and risk.

operator → builder
Numbersrent rolls, T-12s, Argus, Yardi / OneSite, attributionReviewersICs, auditors, consultants, regulators — source, method, sign-offProofwe build what we advise — in Meridian, on real docs + Excel

Meet the founder → Full résumé →

06 MERIDIAN BY GRAFOLIO

AI-first portfolio management for institutional CRE.

Meridian reads rent rolls, operating statements and deal documents into a knowledge graph — funds, properties, units, leases, lines, all linked. Ask in plain English, get property + period + math, cited to the source line. Your Excel models run with cell references intact. Our reference implementation: the guardrails we recommend run in our product first.

Explore Meridian → Read the blog

07 ABOUT

Grafolio · grafolio.ai · Austin, Texas

Graph + portfolio. A portfolio is best understood as a connected graph of entities, documents, models and decisions — AI is only as trustworthy as its connection to that graph.

founder · pramod thaz

Founder: Pramod Thaz

25+ years in institutional real estate and investment management — GE Capital Real Estate, Irvine Company, USAA Real Estate, Teacher Retirement System of Texas. Underwrote equity, debt and NPL transactions, ran portfolio management for a large apartment platform, led performance measurement for a multi-asset pension trust. Today: designs Grafolio agent solutions and builds Meridian. CAIA charterholder, MBA UCLA Anderson, B.Tech IIT.

Full résumé → Contact →

START WITH ONE WORKFLOW

Tell us what costs the most time each quarter.

We will show what an agent-ready version looks like and what controls it needs.

Book a 30-minute working session Contact

TECHNOLOGY AND PROCESS ADVISORY · NOT INVESTMENT, LEGAL OR REGULATORY ADVICE