Redbird AI syncs insurance policy portfolios with private market intelligence automatically. Stop manually exporting annuity data and researching portfolio company financials in separate systems. Get real-time investment context for every holding.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically match insurance portfolio holdings to PitchBook company records and append latest valuation, funding round, and ownership data. Keep policy analytics current with real-time private market intelligence without manual lookups.
Monitor PitchBook for M&A activity, funding announcements, or valuation changes affecting companies in Corebridge annuity portfolios. Trigger notifications to investment and underwriting teams when material events occur that impact policy performance.
Merge Corebridge annuity performance metrics with PitchBook sector benchmarks, comparable company valuations, and market trends. Automatically compile executive dashboards showing policy returns alongside private market context.
When new investment positions appear in Corebridge retirement portfolios, automatically create corresponding research projects in PitchBook. Pre-populate company profiles, investor lists, and financial data for immediate analysis.
Detect market trend shifts, down rounds, or sector-wide valuation changes in PitchBook and automatically flag affected Corebridge policies. Trigger risk model recalculations and compliance reviews based on private market deterioration signals.
Capture PitchBook research notes, financial models, and deal histories for portfolio companies and attach them to relevant Corebridge policy records. Maintain complete investment audit trails linking underwriting decisions to market research.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and PitchBook with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands Corebridge's policy and annuity data structures alongside PitchBook's private market intelligence schemas—no custom mapping or manual field matching required.
Redbird's AI automatically maps Corebridge policy identifiers, product codes, and portfolio holdings to PitchBook company records, deal IDs, and financial datasets. It recognizes annuity investment structures, retirement plan allocations, and how they connect to private equity holdings, venture-backed companies, and M&A targets. The system handles policyholder privacy requirements while enriching investment analytics with current valuations, ownership changes, and sector performance.
faster portfolio analysis vs. manual PitchBook lookups per holding
Redbird can pull from Corebridge and PitchBook simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Corebridge or PitchBook.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Corebridge into PitchBook, or from PitchBook back into Corebridge. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from policy changes in Corebridge or deal activity in PitchBook—Redbird connects every event across both platforms.
Fires when a new insurance policy or annuity contract is written in Corebridge.
Triggers when retirement plan allocations or annuity portfolio holdings change.
Activates when policy returns, surrender rates, or risk metrics exceed defined limits.
Write current valuations, company status, or sector benchmarks to Corebridge policy fields.
Generate alerts or workflow tasks in Corebridge when external market events require review.
Attach market intelligence, deal summaries, or analyst notes to relevant policy records.
Fires when PitchBook records a new financing event or valuation for tracked companies.
Triggers when acquisition, merger, or exit activity is reported for monitored portfolio companies.
Activates when PitchBook updates revenue estimates, investor lists, or cap table information.
Automatically set up new PitchBook research projects for companies appearing in insurance portfolios.
Tag companies in PitchBook for ongoing tracking based on policy exposure or risk criteria.
Pull comparable company data and market multiples for policy performance analysis.
Stop toggling between Corebridge and PitchBook to analyze insurance portfolios. Redbird AI keeps your policy data and private market intelligence in sync automatically.