There’s a version of AI in portfolio operations that summarizes what you already knew, in language you’d never put in front of an LP. This is not it.

We built Maia differently: grounded in the operating context Maestro already holds – your value creation plans, KPIs, initiatives, assessments – so answers are specific to your portfolio rather than generic to the category.

After months of refinement with PE firms and users across the portfolio operations, finance, and deal teams, Maia was made officially available to all in July [Read: Introducing Maia].

We’re evolving at pace, with every new capability shortening the distance between a question and a decision. But perhaps the more interesting movement is happening on the other side of the screen: clients are finding new use cases for Maestro and Maia every day, testing the edges of what the system will do and coming back with use-cases of their own. Here are three that stood out this month…

Three creative ways clients are using Maia this month

1. Benchmarking a metric against the public market

Ask how a PortCo’s gross margin, growth rate, or valuation multiple compares to the broader market, and Maia answers with real external data – industry margin, growth, and valuation benchmarks drawn from public sources – rather than a plausible-sounding estimate.

Sources and citations come as standard; caveats come with the answer, public comps are a reference point, not a verdict, and Maia says so: what the comparison set is, where it’s directionally useful, and where the differences in scale, geography, or business model make the read softer.

2. Querying assessment data conversationally

Pull assessment scores and reports directly into the Maia chat. Ask which PortCos completed their latest assessment, how a specific PortCo scored across dimensions, or where scores moved since the last cycle – and get the answer without opening a separate module or exporting to a spreadsheet.

This is a huge reduction in manual reporting. Assessment data is some of the most structured, most comparable information you have, interrogate it with ease and purpose.

3. Generating visuals from portfolio data

Ask Maia for a visual – an existing chart restyled for a board deck, a visual overview of your plan structure, a simple diagram of an initiative’s dependencies – and it renders inline, in seconds, drawn from your records. Save it locally, or attach it directly to a Maestro record.

Most of what gets generated ends up in board and IC materials. It’s a minor feature with a big use case: the last mile between “the data is right” and “the slide is ready,” and it’s why it’s getting so much use from clients.

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Maia also comes with a new look; long responses, multi-step lists, and data tables now render in a new layout with room to breathe – which matters more than it sounds when you’re reading a benchmark comparison or a milestone rollup rather than a one-line answer.

This is just a taste of how teams are putting Maestro and Maia to work. For more Maia use cases, take a look at our Maia series:

→ Four Maia Prompts Every Portfolio Ops Team Should Be Running

→ Five Maia Prompts That See the Whole Portfolio at Once.

Stay tuned for more, or request a walkthrough to see what Maia could do across your portfolio at hello@go-maestro.com.