AI Isn’t Replacing Portfolio Strategy—It’s Supercharging It

AI is becoming a valuable assistant in pharma portfolio management—not by taking over, but by speeding up the work we already do and giving us better ways to explore decisions.

At Captario, we’ve taken a practical and stepwise approach to integrating AI into our platform:

🔹 Step 1: Answer basic user questions

We started with SUMbuddy, our in-tool assistant that helps users navigate models, explain metrics, and locate the right reports. It's the help desk that never sleeps—and doesn't book meetings.

🔹 Step 2: Make sense of complex results

With thousands of Monte Carlo simulation runs behind every scenario, we generate a large, structured dataset that captures the full range of possible futures for a project or portfolio. This dataset is exceptionally well suited for AI interpretation: it’s clean, complete, and built on rigorous modeling.

The AI can now help identify what drives value, where risk is concentrated, and how different uncertainties interact. Think of it as a second set of eyes that are trained to look for patterns across thousands of outcomes.

🔹 Step 3: Guide better strategic conversations

We're now enabling the AI to go a step further:

• Which projects benefit most from acceleration?

• What trade-offs are hiding between good and better investment options?

• How does the value shift if we delay one project or cancel another?

This is scenario-based thinking backed by tens of thousands of data points, interpreted instantly and consistently.

We enable this by combining simulation-based forecasts with intelligent assistance—built specifically for project and portfolio strategy.

By the way, our roadmap doesn’t stop at step 3. Happy to chat about what the near future may hold with anyone interested! Just let me know.