Intelligence for Private Markets
Enabling Data-driven decisions in real time
Portfolio Construction
Reduced idle cash and improved portfolio performance through intelligent commitment pacing which updates on every data load. Track and Project portfolio performance, mandate adherence and projected drift from key financial metrics.
Mandate Compliance
Set, Track and Project adherence to investor mandates with automated monitoring and alerts. Easily see potential mandate drifts in time to make the necessary changes to the portfolio.
Fund of Funds Management
Track and Project Fund of Funds Waterfalls for any portfolio. Set Fund of Funds management fees and incentive fees to view detailed actual and projected waterfalls outputs for investors and management.
Investor/Entity Reporting
Report on any Investor or Entity with detailed actual and projected performance on their private equity portfolios. Develop portfolio strategies and allocations in real time with your clients and visualize the impacts on their existing portfolios.
Advisor Productivity
Increase productivity of your wealth advisors with AI-powered insights and automation. With AI driven insights your Advisors can have real time intelligence on opportunities and or issues with their clients' portfolio
Client Personalization
Delivering personalized client interaction through advanced analytics and customization. Provide your clients with information and suggestions tailored to their portfolio, their goals and their interest.
Solutions
Harness the power of artificial intelligence and machine learning to solve complex challenges in private capital and wealth management
Empowering Investment Teams
Advanced analytics and portfolio management tools for private equity, venture capital, and fund managers
Wealth Advisory
Intelligent portfolio construction and client management solutions for wealth advisors and family offices
Client Solutions
Enhanced client engagement and personalized investment solutions for wealth management firms
Latest Insights
Stay informed with our latest thinking on private capital markets, technology trends, and industry developments
Portfolio Construction
Utilizing Regression Analysis, Neural Networks, and ML for Accurate Portfolio Construction and Ongoing Updates
Secondary Market Platform
Unlocking Liquidity in Private Markets for Retail Investors
Reporting Pain Points
An analysis of why legacy reporting methods are failing in private asset management and how automation is the answer
Private Market Trends & AI Predictions
Exploring how AI is transforming private markets and shaping investment decisions in 2025
Allocator Data Challenges
How automation is transforming data management for capital allocators in private markets