INFRATEK · Wealth intelligence layer

Portfolio Signal Room

A private portfolio intelligence showcase for Luis Felipe to open wealth management conversations in Peru: clients, investments, ROI, risk, reports and opportunities in one executive view.

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Capital tracked

$48.2M

+6.4% QoQ

Active clients

11 due reports

Investments

6 at risk

ROI signal

18.7%

15.9% actual

Dashboard

Institutional visibility without institutional bloat.

Portfolio book

Mock live

Hotel Boutique Serie AReal Estate$3.2M24.1%On track

Multifamily Lima DebtPrivate Debt$5.8M13.4%Watch

Solar C&I EquityInfrastructure$2.1M31.8%On track

Agro Export BridgeAgro$1.4M9.2%Risk

Logistics ParkReal Estate$4.7M17.6%Watch

Allocation

Contributors

Preventive intelligence

Signals that prevent losses, protect trust and turn attention into money.

Decision intelligence

The system does not just display data. It tells the manager where money, trust or timing is at risk.

Client report delay

11 reports due

Money impact

$18.4M exposed to perception risk

Preventive action

Send narrative pack

Stale valuation

3 assets > 90 days

Money impact

$6.1M needs refresh

Preventive action

Request sponsor update

FX pressure

Agro bridge

Money impact

2.4% ROI drag

Preventive action

Review hedge note

Document gap

Solar C&I

Money impact

$2.1M pending validation

Preventive action

Collect sponsor docs

Liquidity stress runway

Reports + AI commentary

Client-ready reporting, generated from live portfolio signals.

Executive summaries explain what moved, what is stale, what needs a decision and what should be sent to each client.

Monthly client report preview

Client A · May Portfolio Update

Portfolio performance is below target mainly due to two delayed real estate milestones. Liquidity remains healthy for the next 90 days. Solar C&I shows upside, pending sponsor document validation.

PDF ready

3 risks

2 decisions

Opportunity pipeline

New investments enter with discipline, not vibes.

Docs requested

Solar rooftop rollup

$6.0M

Signal: High

Initial screen

Lima micro-logistics

$3.4M

Signal: Medium

Under review

Agro cold-chain SPV

$2.8M

Signal: Medium

Client fit

Private credit note

$5.0M

Signal: Low

Showcase angle

Private portfolio intelligence, ready to discuss with a real wealth manager.

Designed as a business intelligence tease: enough to spark the meeting, flexible enough for Luis Felipe to aterrizar it with the wealth manager.

Private intelligence showcase