Portfolio Memory

Your firm's memory,
wherever you work.

Everything the firm receives becomes one structured memory. Ask it in the app, over text, or from any AI tool: same answer, same sources.

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Your AI has never seen your portfolio.

It's brilliant, and it's blind. Concrete is the memory you point it at.

Today
Ask an AI cold
→ One undifferentiated pile: no structure, no history.
→ Context pasted in by hand, question by question.
→ The real numbers behind links the model never opened.
→ Every question routed through whoever knows.
With Concrete
Point it at the memory
✓ Structured records: metrics, touchpoints, decks, people.
✓ The full history behind every question, automatically.
✓ Linked decks and models crawled and indexed.
✓ Ask from the app, your texts, or any AI tool.

One memory. Three ways to ask.

The app, your texts, and the AI tools you already use.

01 · In the app

Every company page answers back.

Each company has its own chat over everything received: updates, decks, meetings, notes. Every answer cites its sources.

02 · Concrete Relay

Text Concrete. It texts first, too.

The founder is across the table; the numbers are at your desk. Ask by text, and Monday's digest arrives unprompted.

03 · Any AI tool, via MCP

The context your AI was missing.

Point ChatGPT, Claude, or your own agents at the portfolio through the Concrete MCP server. Cross-portfolio questions, grounded answers.

Wherever you ask, the receipts follow.

Every surface answers from the same record. Each number carries its source: the email, deck page, or meeting behind it. One click opens it.

FAQ

Questions about portfolio memory.

Get started

Build the memory once. Ask everywhere.

Connect your inboxes and Concrete assembles the record. Then ask: from the app, your texts, or the AI tools you already use.

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✓ No training on your data✓ Industry-standard encryption✓ Tenant data isolation✓ CASA Tier 2 certified✓ Advanced sharing controls