Ask Neo about your data

By the end of this guide you'll know how to ask Neo plain-English questions about your firm's data — contacts, entities, holdings, share classes, positions, investment applications, documents, and capital calls — filter results on the fly, and pull up a summary of what's new since you last logged in.

Open Neo

1. Click Ask NEO in the top bar — the button shows the keyboard shortcut hint next to its label — or press Ctrl+/ (Windows) or Cmd+/ (Mac) from anywhere in the GP experience.
2. The Neo chat panel opens on the right side of the screen with a message input and any context-aware suggestions for the page you're on.
3. Type your question in the input field and press Enter to send it.

Query your contacts and investing entities

Ask Neo about any contact or investing entity in your CRM. Neo returns formatted results with a clickable link to each record so you can navigate straight to the detail page.

• "Show me contacts added this week"
• "Find contacts with missing email addresses"
• "Tell me about Acme Investments" — when Neo finds a single match it returns the details directly; when multiple records match it asks you to choose
• "Who is on my team?" — returns your team members, their roles, and their email addresses

Query holdings, share classes, and fundraises

• "Which funds are actively fundraising?"
• "Show holdings by total committed amount"
• "Show share classes for Fund I" — returns name, type, preferred return, and committed amounts with links
• "What are the terms for preferred shares?" — surfaces preferred return percentages, hurdle rates, and promote details
• "Which fundraises have raised more than $5 million?"

Query your positions

Ask Neo for your positions and it returns them as a table you can work with, either one row per position or rolled up by holding.

• "Show me a table of all positions" — one row per position
• "Show me a table of all positions, separated by holdings" — one row per holding, carrying the holding's name, how many open positions it has, how many distinct investing entities are in it, total committed, total contributions, and the holding's currency, largest committed first

The totals Neo prints with a positions table count only your live, open positions. A position that was deleted, or that was transferred out, is in neither the count nor the totals — that is what the figures mean.

Totals are reported per currency. When your open positions span more than one currency, committed, contributions and distributions are each reported once per currency, each labelled with its own currency, rather than added together into a single blended figure. A workspace whose holdings all share one currency sees one set of lines, exactly as before.

Query investment applications

• "Show pending investment applications" — returns applications awaiting review with entity name, holding name, submission date, and status
• "What applications need review?" — surfaces applications requiring action, oldest first

Query documents

• "Show document folders" — returns your folder hierarchy with document counts
• "What's in the K-1 folder?" — lists documents within a folder with titles and types
• "Find subscription agreements" — searches across your document center by type or name

Query capital calls

• "Show capital call history for Fund I" — returns call batches with call date, percentage, and notice counts
• "Show capital call summary" — returns aggregate statistics across your holdings

Filter results with natural language

You can narrow any query by describing the condition in plain English. Neo translates your description into a filter and applies it before returning results.

• "Show holdings with a fundraise target above $2 million"
• "Find contacts whose status is active"
• "Show holdings where any fundraise has raised more than $1 million"
• "Find contacts with no email address" — Neo treats this as an empty condition on the email field

Ask what's new since your last login

Ask Neo "What's new since I last logged in?" to get a structured digest covering activity since your previous session. The digest includes:

• Overdue tasks assigned to you
• New tasks assigned to you since your last login
• Pending follow-ups due within 7 days
• Recent activities logged by your team
• Significant capital movements

Each item in the digest includes a link to the relevant record. If nothing has happened since your last login, Neo confirms you're all caught up. The digest covers activity up to 30 days back regardless of how long you've been away.

Work with results

When Neo returns a list, it displays the data in a formatted table with column headers and a count. From the table you can resize and reorder columns, search within the results, export the data via the menu, and follow deep links to open any record directly in the platform. Longer result sets are paginated so the table stays readable inside the chat panel. For single-record answers, Neo uses bold headings and bullet points. You can copy any assistant message to your clipboard using the Copy action on the message.

Use page context for faster queries

When you open Neo while viewing a detail page — for example, a contact or holding — Neo already knows which record you're looking at. You can ask "What can you tell me about this contact?" without naming the person. The panel shows context-aware suggestions pinned at the top, labeled with the current page (for example, "On Contacts" or "On Holdings") or, on a detail page, with the record's name.

Verify it worked

After sending a query, Neo's response appears as a stream of text and, where applicable, a formatted data table. Each result includes a count header so you can confirm how many records matched. If Neo couldn't find relevant data or doesn't support a particular query type yet, it will say so clearly and log your request for the product team to review. If results look unexpected, try rewording the question with more specific terms or apply a filter to narrow the scope. For access or permission issues, check with your workspace admin.