Kahe.

For asset managers and their investors

A clear, personalized view of every investment.

Kahe turns asset managers’ data, commentary and research into communication tailored to each investor, delivered into the tools and AI they already use.

Request a demo See how it works
An investor asks“Summarize my managers’ Q2 market outlooks.”
Kahe answering an investor’s question: each manager’s Q2 2026 outlook grouped as positive, neutral or cautious, with conviction scores

The problem

Every investor gets the same quarterly PDF.

Managers hold rich, structured data and genuine insight. By the time it reaches investors, it’s a generic document, and what matters to each portfolio is buried inside it.

Today

  • One report sent to every investor, whatever they hold
  • Allocators spend weeks pulling out what’s relevant
  • Managers answer the same investor questions again and again
  • AI tools struggle to use the data inside them

With Kahe

  • Each investor sees their own holdings, performance and views
  • Data arrives structured and comparable across managers
  • Investors ask questions in plain language and get answers
  • Insight reaches the systems and AI tools investors work in

How it works

Structure once. Tailor for every investor.

STEP 1

Connect what managers already have

Kahe plugs into the data warehouse, fund administrator or existing reports. No new system for the manager to adopt.

STEP 2

Structure and permission it

Performance, holdings and commentary map to one consistent standard, with every item permissioned to the right investors.

STEP 3

Tailor and deliver

Each investor gets communication shaped to their portfolio and questions, in Kahe or inside their own systems and AI.

Delivers through MCP for AI agents Snowflake data sharing REST API Kahe investor app

For investors

Understand every investment in your portfolio.

For pension funds, endowments, family offices and wealth platforms.

  • One view across every managerPerformance, holdings and outlooks side by side, in a consistent format.
  • Answers in plain languageAsk a question and get an answer drawn from your managers’ own published data.
  • Insight that fits youResearch and market views matched to what you actually hold.
Kahe investor view: a pension fund’s commitments, returns and benchmarks across four managers, with asset class allocation
Kahe investor view, shown with sample data.

For asset managers

Deeper relationships with every investor.

For managers across private markets, credit, real assets and public markets.

  • Publish once, personalized for allStop rebuilding reports and answering the same requests for each investor.
  • Reach investors where they workYour data and research, inside the systems and AI tools investors use every day.
  • See what resonatesKnow which investors engage with which content, and when.
Kahe manager portal: a Snowflake data share connected, with source tables mapped to Kahe components and sync status
Kahe manager portal, shown with sample data.

Who we are

Built by people who’ve spent a decade inside investor reporting.

Co-founder & CEO

Sam Iles

Grew a leading investment management consultancy’s North America business 25x, and has led AI programs at more than 15 asset managers.

Co-founder & COO

Justin McBryan

Previously at FactSet, working on investment data. Founded a specialist RIA, so he knows investor reporting from the receiving end.

Get in touch

See Kahe in action.

We’re looking for a small group of managers and investors to join our first pilots. Email us and we’ll set up a demo.