AI & Workflow Automation for Private Markets
AI agents, copilots, and orchestration platforms that automate the repetitive workflows across the investment lifecycle.
1pltfrm
North America · Global
1pltfrm is an end-to-end private credit investment platform designed to support deal execution, portfolio management, and investor reporting within a single operating environment. The platform is used by private credit managers to centralize workflows across the investment lifecycle while maintaining structured data and operational control.
4CAMP
Global
AI multi‑agent orchestration platform enabling regulated enterprises to build secure, compliant, automated workflows
4Degrees
North America · Europe · APAC · Global
Private‑markets CRM built for PE, VC, and private credit teams, using relationship intelligence and automated data capture to streamline sourcing, diligence, and deal lifecycle management
73 Strings
Europe · APAC · Middle East & Africa · Global
AI‑driven valuation, monitoring, and data intelligence platform for alternative asset managers
ABBYY
Global
An enterprise‑grade intelligent document processing (IDP) and AI automation company that provides OCR, data extraction, document classification, workflow automation, and process intelligence solutions. Its technology is used by financial institutions, asset managers, fund administrators, and enterprises to convert unstructured documents into structured, actionable data
ABLSoft
North America
Cloud platform automating borrowing‑base intake, loan monitoring, collateral tracking, and compliance for ABL lenders
Accelex
Europe · APAC · Global
AI‑driven data automation platform for institutional LPs, extracting, validating, and structuring private markets data
Accelex (acquired by Carta)
Europe · APAC · Global
AI‑driven data automation platform for institutional LPs, extracting, validating, and structuring private markets data
Acuity Analytics
North America · Europe
AI‑powered private markets operations platform providing data extraction, automated monitoring, valuations, and reporting for private equity, private credit, venture, and real assets. Combines domain experts with proprietary technology to streamline front‑to‑back investment workflows
Affirm
North America
Affirm provides a buy‑now‑pay‑later lending platform that enables merchants to offer installment financing at checkout. Its technology handles underwriting, loan servicing, payments, and consumer risk assessment, supporting e‑commerce and in‑store transactions
Agora
North America
Private‑markets investor portal and reporting platform that helps GPs deliver secure, branded communications and documents to LPs
AI infin8
AI infin8 is an AI innovation lab for financial services—delivering agentic AI agents, regulatory automation, and sentiment & market analysis to streamline compliance, reporting, and operational workflows
Alkymi
Global
AI‑powered platform that extracts, structures, and delivers private markets data from unstructured documents into real‑time datasets
Allvue Systems
North America · Europe · APAC · Global
AI‑powered platform providing end‑to‑end fund lifecycle technology for private equity, private credit, venture, and fund administrators
Alpha Alternatives
North America · Europe · APAC · Middle East & Africa · Global
Consulting and technology‑enablement practice supporting private markets managers with operating model design, system implementation, and front‑to‑back office transformation
AlphaSense
AlphaSense is an AI-powered market intelligence and research platform that unifies vast financial and business content—enabling private markets teams to accelerate deal sourcing, diligence, and strategic insights with confidence
AlphaStream
North America · APAC · Global
AI platform transforming private credit documents into structured, real‑time intelligence with 99% accuracy
Alt360
Alt360 is a technology professional services firm and AI-native platform that integrates fund operations, investor relations, and data analytics for alternative asset managers—streamlining LP/GP communication, fund accounting, compliance, and deal pipeline management through real-time dashboards and automated workflow
AltConvey
AltConvey is an AI-native platform focused on automating private credit workflows through semantic intelligence, lifecycle modeling, and real-time data orchestration
Alterest
Europe · Global
Platform enabling financial institutions to build data‑heavy, collaborative workflow applications directly on their data warehouse
Alteryx (Analytics Automation)
Global
An analytics automation and data‑processing platform that enables private‑markets teams to ingest data from multiple systems, prepare and blend datasets, automate reporting workflows, and run analytics models such as LBO scenarios, regulatory reporting, investment data transformation, and portfolio data integration
Altrio
Global · Europe · North America
An AI‑native deal execution and underwriting platform for commercial real estate investors, lenders, and brokers, providing automated deal sourcing, data extraction, pipeline management, market comps intelligence, CRM, and workflow tools from sourcing through close
AltVia
North America
Salesforce‑based CRM and workflow platform purpose‑built for private capital fundraising, deal flow, and LP engagement
AMOS
Global
Open‑source data platform for investment funds, unifying fragmented data into a governed operational layer
AnalystAI
AnalystAI is an AI-native M&A advisory platform combining AI and experienced dealmakers to accelerate sell-side and buy-side transactions with living buyer intelligence and automated deal execution
Anaplan
Anaplan is an AI-infused scenario planning, analysis, and reporting platform that connects and activates data across the enterprise for precise, predictive, and generative insights in real time
Apex Group / FundRock Technology
Europe · APAC · Global
Apex Group provides a suite of technology platforms supporting fund administration, investor onboarding, digital collaboration, risk reporting, cybersecurity, and tokenized securities lifecycle management. Their solutions span fund accounting, investor services, real estate operations, and regulatory reporting, enabling managers to streamline operations and enhance transparency
Aplos Technologies
North America
Aplos Technologies provides fund‑administration and portfolio‑management software for private‑markets investors and administrators. The platform streamlines accounting, reporting, and data workflows for private equity, venture capital, and alternative investment funds
AppZen
Global · North America · Europe
AppZen is an AI‑powered finance automation platform that delivers autonomous accounts payable (AP), expense auditing, e‑invoicing compliance, and spend‑risk detection for global finance teams. Its AI agents automate invoice processing, GL coding, PO matching, expense auditing, and compliance checks across enterprise spend
Aptitude Software
North America · Europe · APAC
Aptitude Software provides enterprise‑grade finance data management and accounting platforms that help organizations centralize financial data, automate complex accounting processes, and meet global regulatory standards. Their flagship platform, Fynapse, delivers real‑time insights, advanced subledger capabilities, and automation to support autonomous finance transformation across large enterprises
AQ22
Global
AI platform providing domain‑specific agents for credit underwriting, financial analysis, and compliance workflows
Arch
North America
Arch is the infrastructure layer for private markets, helping investors reduce risk, operate with confidence, and achieve better outcomes across private investments, so people spend less time managing data and more time on the relationships that drive the business
Ari Networks
North America · Europe · APAC
Ari helps institutional private-credit managers unlock capital. By tokenizing cash flows, it turns bespoke loans into programmable obligations that can be distributed and managed privately among multiple parties. Unlike marketplaces or document tokenization, Ari supports instrument creation as well as distribution - seasoning, back leverage, and club deals, all while preserving control and confidentiality.
Ashta.ai
North America
AI‑powered document intelligence platform for private markets
Asset Class
Asset Class is an all-in-one private capital lifecycle platform that unifies CRM, fundraising, subscription management, investor relations, fund administration, and portfolio management into a single, branded interface
Assetmark
AssetMark is a cloud-native wealth management technology platform that empowers independent financial advisors with turnkey and customizable investment solutions, consulting support, and digital practice management tools
Assiduous
Assiduous is an AI-enabled digital transaction planning platform that automates SMBs’ journey to funding readiness, aligning leadership teams around strategic objectives and preparing them for capital raises and liquidity events
Atlas Invest
Europe
AI‑supported bridge‑financing platform offering fast underwriting, quotes, and deal execution for brokers and investors
Auquan
Europe · Global
Agentic AI platform completing end‑to‑end financial workflows for institutional finance teams
Automated Data
North America
AI‑powered data extraction and workflow automation platform for private credit and commercial lenders, transforming unstructured borrower documents into structured, decision‑ready data for underwriting and ongoing monitoring
AutoRek
AutoRek is an AI-powered reconciliation, data control, and compliance platform that automates matching, exception management, and regulatory reporting at scale in real time
Backstop Solutions
North America
Multi‑asset research management, CRM, and portfolio monitoring platform
Balentic
Orca by Balentic is an AI-powered private markets fundraising and discovery platform that connects general partners, limited partners, and placement agents through smart filters, transparent data, and thematic insights on a secure network
Bankstride
North America
Digital banking platform automating commercial loan management, covenant monitoring, and exception tracking
BaseCap Analytics
North America
Data quality and validation platform for financial institutions
Benchmark
Benchmark is an AI-powered workspace for investment firms that accelerates due diligence, automates repetitive deal-lifecycle tasks, and turns unstructured data into verifiable, actionable insights
Binocs.co
Binocs is an agentic AI-powered due diligence and strategic advisory platform for private equity firms, investment banks, corporate development teams, and SME lenders, automating industry deep dives, financial analyses, and structured deal and credit memos with traceable, >98% accuracy
Bipsync
North America
Bipsync is an AI-powered investment workspace purpose-built for institutional investors. We help teams capture, structure, and leverage collective intelligence at scale – bringing research, decisions, and workflows into one system-of-record. Trusted by the world’s largest asset owners and fund managers, Bipsync supports customizable, intelligent workflows that power unique investment processes and drive operational excellence.
BizBuySell
BizBuySell is a leading online marketplace for buying and selling small businesses—offering AI-enhanced tools for valuation, deal discovery, and buyer-seller matchmaking across industries and geographies
Bloomberg
North America · Europe · APAC · Latin America · Middle East & Africa · Global
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency and efficiency, supporting both public and private markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit Bloomberg.com/company or request a demo.
Blueflame
North America · Europe · Global
Agentic AI platform for investment firms to accelerate sourcing, diligence, and portfolio workflows
BNY
BNY Mellon is a global financial services company overseeing more than $53 trillion in assets, delivering global custody, fund administration, asset servicing, and treasury solutions with a foundation of operational resilience and data-driven insights
bridge
North America
Bridge is a private‑markets data ingestion and workflow platform that centralizes documents, transforms unstructured data, and streamlines reporting for LPs and GPs
Bridge Legal
North America
AI‑driven workflow and case‑management platform for law firms
Brightwave
North America
AI research assistant generating financial analysis, insights, and investment‑grade content
Brownloop
Brownloop’s Kairos is an intelligence operating system for private equity teams that compounds firm knowledge across sourcing, diligence, portfolio management, and LP engagement through purpose-built AI agents and unified workflows
Bullpen
North America
AI platform automating research, analytics, and investment memo creation
Canoe Intelligence
North America · Europe · Global
AI platform automating document collection and structured data extraction for alternative investments
Carbon Arc
Carbon Arc is a decision intelligence platform that offers a consumption-based insights exchange, enabling analysts, scientists, and AI agents to query and retrieve monetizable insights from a curated catalog of structured and unstructured data
Carriage Models
Carriage Models is a generative AI–powered financial modeling and scenario analysis platform that enables private market professionals to build, customize, and run dynamic valuation and forecasting models with natural-language ease
Caruso
Caruso is an AI-native fund administration and unit registry platform for private market fund managers, modernizing investor onboarding, ownership records, capital raising, distributions, and investor reporting with a single integrated workflow.
Centrl
Centrl is an AI-powered third-party risk and due diligence platform tailored for the financial services and investment management industry, offering modular solutions for automating DDQ/RFP workflows, bank network management, vendor risk assessments, and generative-AI questionnaire response automation
Ceviche AI
Ceviche automates multi-entity expense allocation, approvals, and billing for private funds. Designed for compliance and efficiency, it provides transaction-level audit trails, enforces financial controls, integrates with existing systems and accounting GLs, and is built to scale across funds while meeting SOC 2 and SEC requirements.
CitcoOne / Citco Technology
North America · Europe · APAC · Global
Citco provides a suite of technology platforms supporting fund administration, investor relations, reporting, and operational workflows across private equity, private credit, hedge funds, real assets, and fund‑of‑funds. CitcoOne serves as the central data and reporting platform, while the Collaboration Platform enables unified interactions around capital events, reporting, and operational tasks for private markets clients
Clade
Clade is a knowledge platform for the private capital markets, providing AI-powered worktools to streamline unstructured and structured data into actionable insights and automate investment workflows
Claira
North America
AI-native platform that structures deal terms, extracts data, and accelerates underwriting for private credit
Clipway
Europe
Private markets data extraction and reporting automation platform
Cognitive Credit
Cognitive Credit is an essential credit market data and analytics platform providing credit investors with real-time, specialist datasets and automated model updates to accelerate credit analysis through proprietary machine-reading technology and streamlined workflows
Constant
North America
AI‑powered platform automating loan servicing tasks and enabling borrower self‑service
Conway
Conway Investment Solutions is a tech-enabled alternatives investment platform for financial advisors, integrating institutional-quality research and custom fintech tools to deliver curated alternative fund selection, private fund solutions, and white-labeled advisor portals
Corastone
Corastone is a modern infrastructure platform for private markets, enabling straight-through processing of subscriptions, capital calls, tenders, and redemptions through a single API and permissioned blockchain–based shared data network for seamless counterparty integration, operational efficiency, and visibility across the investment lifecycle
Covenant
Covenant is an AI-native law firm platform embedded within a legal practice, delivering AI-powered investment legal diligence, contract review, and issue-spotting for private market investors through multi-model AI analysis coupled with expert lawyer verification
CovenantPulse
North America
CovenantPulse is an AI‑driven covenant monitoring and compliance platform that automates covenant validation, tracks loan agreements, and provides real‑time alerts on breaches or deteriorating covenant quality. Built by Acuity Analytics/Acuity Knowledge Partners, it strengthens credit risk governance by combining automated calculations with expert oversight, enabling lenders to maintain consistent monitoring and gain full visibility into portfolio health
CrediArc
North America
AI‑driven platform delivering automated credit analysis, risk scoring, and continuous monitoring using millions of data sources
Credilyst AI
Credilyst AI is an AI-native credit analytics and underwriting platform designed for private credit investors—automating borrower evaluation, portfolio monitoring, and risk scoring across direct lending, structured credit, and private debt strategies
Crystal Capital Partners
Crystal Capital Partners is a portfolio-centric alternative investment platform for financial advisors, enabling seamless sourcing, customization, and management of diversified private fund portfolios with low minimums and consolidated operations
CSC
CSC is a global leader in registered agent, entity services, fund administration, compliance, tax, capital markets, and digital brand & cyber-risk management solutions, powering every stage of the business lifecycle
Cudo
CUDO Ventures is building a fast-growth, long-term solution aligned to global AI demand. Backed by partnerships with NVIDIA and leading datacentre, hardware and financing providers, we are positioned to capture exponential demand for AI infrastructure.
daappa
Europe · APAC · Global
End‑to‑end private assets platform for PE, VC, debt, real assets, and fund administrators
Daphne
North America
AI‑powered underwriting and data automation platform that ingests borrower documents, extracts structured data, and accelerates credit decisioning for private credit and commercial lenders
Dasseti
Global
AI‑powered due diligence, manager research, ESG data collection, and monitoring platform used by institutional investors, consultants, asset managers, and private‑markets allocators. It digitizes DDQs, RFPs, ESG data, manager monitoring, and investment due diligence workflows, enabling faster data collection, automated analysis, and streamlined reporting
Datasite
Datasite is the leading virtual data room and deal management platform powering every stage of the M&A lifecycle—from due diligence through closing—by streamlining document collaboration, secure sharing, and workflow orchestration
Datox
Europe
Datox is a UK‑based RegTech platform that automates financial regulatory reporting for private funds and institutional managers, using AI to extract, validate, and prepare multi‑jurisdictional filings including FCA, ESMA, and SEC reports. Founded in 2023–2024 as a university spinout, the company focuses on eliminating manual reporting complexity through AI‑driven workflows
DealCloud
DealCloud is a configurable deal and relationship management platform for private markets, integrating CRM, pipeline tracking, and workflow automation to support fundraising, origination, and deal execution across the investment lifecycle
DealDogs
DealDogs is an AI-powered platform for business brokers, automating the generation of CIMs, NDAs, teasers, and deal documents while centralizing deal management and follow-up workflows in one workspace
Dealstack
Dealstack is an AI-native operating system for private capital firms—automating ownership management, equity waterfalls, and legal workflows across private equity, venture capital, and M&A law
Delio
Delio is an AI-enhanced private markets technology platform that enables financial institutions to digitize, distribute, and manage alternative investment offerings—streamlining access to private equity, venture capital, private credit, and real assets for wealth clients and institutional investors
Dilligence Vault
DiligenceVault is an AI-powered due diligence and data collaboration platform built for institutional investors and asset managers—streamlining RFPs, DDQs, ESG assessments, and manager monitoring across public and private markets
Doppler
North America · Global
Doppler is an AI‑powered deal intelligence platform that aggregates private‑market signals, enriches CRM data, and surfaces actionable insights for investment teams. The platform helps private equity, venture capital, and corporate development teams identify opportunities earlier, track market movements, and strengthen relationship‑driven deal flow
DUCO
Duco is an AI-native data automation platform for financial institutions, specializing in operational efficiency through no-code reconciliation, transformation, and exception management
DwellFi
DwellFi is an AI-first, blockchain-enabled fund operations platform that automates and streamlines private fund administration workflows. Its suite of AI Agents handles repetitive, error-prone tasks—like data reconciliation, document processing, NAV and fee calculations, error detection, and audit-ready execution—freeing teams to focus on strategic, client-facing activities
Dynamo Software
North America · Europe · APAC · Global
Dynamo Software is an end‑to‑end, AI‑powered cloud platform built for the alternative investments ecosystem. It supports GPs, LPs, and service providers with integrated modules for deal management, investor relations, fundraising, portfolio monitoring, fund accounting, ESG tracking, and research management. The platform centralizes data, automates workflows, and provides predictive analytics to help investment teams streamline operations and make data‑driven decisions
Endex
Endex is an Excel-native AI agent for financial services teams, accelerating tasks like three-statement modeling and DCF analyses by unifying internal files, public data, and trusted sources into a single searchable plane with end-to-end traceability and presentation-ready outputs
Entrilia
North America · Europe · Global
Cloud‑native platform for private capital fund operations with AI‑assisted accounting and reporting
EnvestHub
EnvestHub is the singular AI powered hub for private investment research and management. Leveraging generative AI, EnvestHub accelerates investment research and due diligence from weeks to minutes transforming how institutional investors engage, research and invest in private deals.
Exchange Lodge
Exchange Lodge is a data integration and workflow automation platform purpose‑built for the alternative investment industry, helping private markets participants improve data quality, streamline operations, and enhance transparency
Extruct AI
Extruct AI is an AI-driven company intelligence platform leveraging purpose-built AI agents to research, aggregate, and analyze real-time data on any company by its actual activities—empowering teams to build hyper-targeted lead lists, conduct market research, and fuel deal origination workflows
Farsight
Farsight is an AI-native productivity and strategy platform built for financial institutions—automating the creation of pitch decks, investment memos, financial models, and strategic deliverables with firm-specific voice, formatting, and reasoning
Fassport
North America
Data ingestion and reporting automation platform for private markets
Fence
North America
SaaS platform automating operations for warehouse lines, securitizations, and borrowing base facilities
FEVanalytics
North America
FEV Analytics provides valuation and risk‑analytics software for private credit and private equity investors. The platform standardizes borrower‑level data, applies consistent valuation methodologies, and delivers automated reporting to support underwriting, monitoring, and audit‑ready valuation processes
Fidelity
Fidelity is a full-stack financial services and wealth management platform that integrates AI across brokerage, retirement, advisory, and institutional workflows—serving millions of investors with personalized guidance, automation, and data-driven insights
Finalis
Finalis is a cloud-based private capital markets ecosystem combining compliance, broker-dealer services, a curated deal network, and AI-powered deal intelligence to streamline M&A and capital raising workflows
FINASTRA
Europe
Finastra is a global financial‑technology provider offering end‑to‑end lending, treasury, and banking systems for banks, private credit lenders, and specialty‑finance institutions. Its platforms support origination, underwriting, servicing, collateral management, and regulatory compliance across commercial and consumer lending
Finbourne Technology
FINBOURNE Technology is a cloud-native financial data platform that uses AI to unify, govern, and analyze investment data across asset managers, banks, hedge funds, and sovereign wealth funds—powering decision-making, compliance, and operational efficiency
Finpilot
Finpilot is an AI-powered knowledge management and research platform for allocators, LPs, RIAs, and wealth managers—centralizing internal and external data to automate manager due diligence, portfolio monitoring, and report generation
FIS Private Capital Suite
North America · Europe · APAC · Global
FIS Private Capital Suite — previously known as Investran — is an institutional‑grade fund accounting and investor reporting platform used by private equity, private credit, venture capital, and fund‑of‑funds managers. It automates complex partnership accounting, streamlines investor communications, and provides real‑time visibility into fund performance, capital activity, and portfolio data. The suite integrates accounting, reporting, and investor management into a unified system designed to reduce manual work, improve accuracy, and support scalable growth
FIS Private Capital Suite (Investran)
North America · Europe · APAC · Global
FIS Private Capital Suite — previously known as Investran — is an institutional‑grade fund accounting and investor reporting platform used by private equity, private credit, venture capital, and fund‑of‑funds managers. It automates complex partnership accounting, streamlines investor communications, and provides real‑time visibility into fund performance, capital activity, and portfolio data. The suite integrates accounting, reporting, and investor management into a unified system designed to reduce manual work, improve accuracy, and support scalable growth
Flex
North America
AI‑native financial platform offering business banking, credit lines, payments, and automated back‑office workflows for business owners
Flightline
Flightline accelerates insight generation for private market investors by combining elite consulting expertise with proprietary data and best-in-class AI.
Forage AI
Forage AI is an AI-powered data extraction and automation platform that delivers clean, structured data from websites, documents, social media, and internal systems using adaptive AI agents and advanced NLP and OCR processes
Forge
Forge is a leading private market infrastructure platform that enables accredited investors, institutions, and shareholders to access liquidity and data for pre-IPO companies—leveraging AI to streamline secondary transactions, valuation intelligence, and investor matching
Freyda
Freyda is a cloud-based AI platform built for private markets, automating manual extraction, normalization, and analysis of complex investment documents to unlock structured data and actionable insights
FundAdminChain
Blockchain-based fund administration and reporting
fundcraft
fundcraft is the first unified digital fund operations platform, centralizing and automating every back-office workflow—from reporting and compliance to accounting, transfer agency, corporate secretary, and portfolio management—for Venture Capital, Private Equity, and Funds of Funds
Fundframe
Europe
LP operations platform for sourcing, diligence, monitoring, and forecasting
FundGuard
APAC · Global
Cloud‑native, AI‑powered investment accounting platform for asset managers, asset owners, and fund administrators
FundOS
North America
Digital fund operations and investor onboarding platform
FundPanel
North America
LP reporting and investor portal platform
Fundpeak
North America
Investor reporting and portal software
Fundrbird
Europe
Fund reporting and investor portal platform
Fundwave
North America · Europe · APAC
Fundwave is an all‑in‑one fund administration and operations platform built for venture capital, private equity, impact funds, family offices, SPVs, real estate funds, and fund‑of‑funds. It unifies deal management, portfolio monitoring, investor relations, capital accounting, and reporting into a single customizable system. The platform automates capital calls, allocations, NAV statements, and financial reporting while providing dashboards, templates, and an investor portal to streamline communication and reduce manual work
Gen II Technology Suite
North America · Europe · APAC · Global
The Gen II Technology Suite is a collection of proprietary, cloud‑based platforms designed to modernize private capital fund administration. The suite includes tools for data ingestion, treasury management, document collaboration, waterfall automation, reporting, analytics, and investor experience. Built specifically for private markets, these applications centralize data, enhance transparency, and streamline workflows for fund sponsors, investors, and service providers
GeoWealth
GeoWealth is a turnkey asset management platform (TAMP) and enterprise wealthtech infrastructure provider—leveraging AI to empower RIAs, broker-dealers, and asset managers with scalable portfolio management, trading, and reporting solutions
GLASfunds
GLASfunds offers a comprehensive ecosystem for alternative investing, combining institutional access, consolidated reporting, and customizable portfolio workflows—all under a single digital subscription
Goji
Goji is a fintech platform specializing in the servicing and distribution of private market funds. Acquired by Euroclear in 2022, Goji powers a global digital infrastructure for private fund access, enabling scalable growth through automation, connectivity, and real-time data synchronization
goodfin
Goodfin blends institutional-grade sourcing with frontier AI to unlock private market opportunities for individuals, family offices, and RIAs. Its platform pools capital into managed vehicles, enabling access to exclusive deals with no minimums, while its AI concierge powers research, allocation, and execution
GovernGPT
GovernGPT is an AI-native RFP and DDQ automation platform for asset managers—streamlining investor response workflows with GenAI-powered content generation, version control, and compliance-ready audit trails
Grata
North America · Europe · APAC
Grata is an AI‑native private markets intelligence platform built for M&A and investment professionals. It provides verified private‑company data, financials, ownership, executive contacts, transaction history, and market signals. Grata unifies investment‑grade data, an active dealmaking network, and agentic AI to help users source smarter, screen faster, and build conviction earlier in the deal process. Now part of Datasite, Grata powers end‑to‑end dealmaking with high‑accuracy private‑company insights
Gridline
Gridline delivers a modern infrastructure for alternative investing, combining fund creation, investor onboarding, performance analytics, and compliance automation into a single platform. It supports direct funds, thematic portfolios, and customized vehicles, all backed by institutional-grade diligence and AI-enhanced workflows
GrowthPal
GrowthPal is an AI-native M&A sourcing platform that transforms plain-language acquisition theses into structured mandates—surfacing off-market, high-fit targets using predictive scoring, real-time signals, and human-AI collaboration.
Hanover Park
Hanover Park is an AI-native fund administration platform purpose-built for venture capital and private market funds, offering real-time data transparency, automated workflows, and portfolio intelligence
Haptiq
Haptiq is an AI-native PaaS accelerating operational efficiency and growth through modular, AI-driven solutions spanning private market intelligence, investor engagement, automated workflows, financial analytics, and cloud enablement
Harmonic.ai
North America
AI-powered private markets intelligence and relationship mapping platform
HedgeServ
Europe · APAC · Global
Pioneers in fund administration, delivering proprietary solutions that empower private capital. Flexible technology automates processes and delivers a full suite of intelligent data – allocations, investor commitments, performance metrics, fees, and expenses – providing on-demand access to industry-specific reporting such as investor balances, waterfall calculations, funded/unfunded amounts, and dynamic IRRs and MOICs. Full support from bilateral loan servicing, rated feeder servicing, and bank loan closing through to investor coverage and reporting.
Helix
Helix (TIFIN) is an AI-powered assistant that transforms private market complexity into clarity—helping advisors source, evaluate, and implement alternative funds with speed, transparency, and confidence
HMData
Europe · Global
AI‑native market data and data‑as‑a‑service provider delivering fully managed, end‑to‑end financial data operations for investment managers, covering all asset classes including private equity, alternatives, structured products, funds, ETFs, and crypto. It provides acquisition, quality enhancement, normalization, monitoring, and delivery of validated data with zero client infrastructure
Hyperscience
North America
AI-powered intelligent document processing and hyperautomation platform
iCapital
iCapital is a global fintech platform that simplifies access to alternative investments for financial advisors and institutions—digitizing the entire lifecycle from subscription to reporting across private equity, credit, hedge funds, and structured notes.
iConnections
North America
AI-powered LP–GP capital introduction and relationship intelligence platform
iLevel
North America · Europe · APAC · Global
iLEVEL is S&P Global’s flagship private‑markets portfolio monitoring and analytics platform, used by 700+ asset managers and allocators to centralize investment data, automate reporting, and create a single source of truth across private equity, private credit, venture capital, real estate, and private debt portfolios. The platform streamlines data collection, supports valuations, enables benchmarking (including Cambridge Associates integrations), and provides interactive dashboards for performance, exposure, and scenario analysis. It is supported by S&P’s Managed Data Services and Advisory teams for scalable operations and implementation
iLevel (S&P Global)
North America · Europe · APAC · Global
iLEVEL is S&P Global’s flagship private‑markets portfolio monitoring and analytics platform, used by 700+ asset managers and allocators to centralize investment data, automate reporting, and create a single source of truth across private equity, private credit, venture capital, real estate, and private debt portfolios. The platform streamlines data collection, supports valuations, enables benchmarking (including Cambridge Associates integrations), and provides interactive dashboards for performance, exposure, and scenario analysis. It is supported by S&P’s Managed Data Services and Advisory teams for scalable operations and implementation
Indico Data
North America
AI platform for processing unstructured documents and automating workflows.
Instate.io
North America
Voice‑AI platform for higher‑education institutions delivering automated, human‑like calls across admissions, retention, experiential learning, and career development workflows
Intapp
North America · Europe · APAC · Global
AI‑powered deal and relationship management platform centralizing firm and market intelligence to help financial and professional services firms source, win, and execute deals faster
Intapp (Dealcloud)
North America · Europe · APAC · Global
AI‑powered deal and relationship management platform centralizing firm and market intelligence to help financial and professional services firms source, win, and execute deals faster
Intelligo
North America · Global
AI‑powered due diligence and continuous‑monitoring platform that automates background checks, public‑record research, adverse‑media screening, and risk intelligence on individuals and entities for asset allocators, private equity firms, lenders, and financial institutions
Inven
Inven is an AI-native deal sourcing platform that transforms acquisition theses into structured mandates—surfacing niche buyers and targets across industries with predictive scoring, semantic search, and analyst-validated outputs
Inveniam
Inveniam is a decentralized data infrastructure platform for private market assets—transforming unstructured documents into credentialed, auditable, and tradable data using blockchain and AI
InvestReady
North America
SEC‑compliant investor verification platform enabling accredited investor checks for online private placements and crowdfunding
Investrova
Global
AI‑powered portfolio intelligence and value‑creation platform for private equity and family offices, unifying portfolio data and generating board‑ready reporting
Invisible Technologies
Invisible Technologies (Invisible AI) builds enterprise-grade, outcome-focused AI systems that combine human judgment with machine scale to solve operational bottlenecks across compliance, risk, customer insight, hiring, and other high-stakes workflows.
ION Analytics
North America · Europe · APAC · Global
ION Analytics is a unified capital‑markets intelligence platform formed by combining Dealogic and Acuris. It blends proprietary data, machine‑learning models, and expert editorial analysis to help banks, investors, and advisors source deals, monitor transactions, assess risk, and navigate global capital markets. The platform spans M&A, leveraged finance, ECM, infrastructure, capital structure analysis, and diligence workflows, providing predictive insights and real‑time market intelligence
ION Analytics (Dealogic + Acuris)
North America · Europe · APAC · Global
ION Analytics is a unified capital‑markets intelligence platform formed by combining Dealogic and Acuris. It blends proprietary data, machine‑learning models, and expert editorial analysis to help banks, investors, and advisors source deals, monitor transactions, assess risk, and navigate global capital markets. The platform spans M&A, leveraged finance, ECM, infrastructure, capital structure analysis, and diligence workflows, providing predictive insights and real‑time market intelligence
Karus
North America · Europe
AI platform automating underwriting and credit analysis by extracting, structuring, and analyzing financial and legal documents
Keye
North America
Keye provides an AI underwriting and financial‑data automation platform used by private credit, venture lenders, and specialty‑finance firms. It ingests borrower documents, extracts and structures financial data, and generates automated credit analyses to accelerate underwriting and monitoring
Klee Capital Venture (CV4)
Global
Klee Capital Venture is a private‑markets software publisher offering CV4, a full‑scope operational platform used by LPs, GPs, FoFs, AIFMs, and servicers to manage CRM, deal flow, fund operations, investor activity, portfolio monitoring, and reporting
Kroll Private Capital Markets Platform
North America · Europe · APAC · Middle East & Africa · Global
Private capital valuation platform enabling firms to capture, manage, and analyze investment data at scale with automated valuation models and centralized workflow
LemonEdge
Europe · APAC · Global
Next‑gen private markets fund accounting platform with event‑driven transactions, multi‑ledger support, and customizable workflows for complex fund structures
LevPro AI
North America
Front‑office platform for public and private credit managers, automating research, trading, portfolio management, and compliance workflows
Lightico
North America · Europe · APAC · Global
Lightico is a digital‑completion platform that streamlines high‑friction customer processes—like loan originations, claims, onboarding, and service requests—into fast, mobile‑first sessions. It bundles eSignatures, ID verification, document upload, payments, and forms into a single real‑time workflow to reduce handling time and boost completion rates
Linedata
Linedata is a global financial technology and services provider offering modular software, data analytics, and outsourcing solutions for asset managers, hedge funds, private credit firms, and lending institutions
LocAnalytics
North America
LocAnalytics Consulting LLC is a veteran‑owned IT consulting firm specializing in Anaplan development, connected planning, automation, and data visualization. Founded in 2021, the firm supports clients across design, implementation, and ongoing Anaplan operations
Lodas Markets
Lodas Markets provides a centralized venue for buyers and sellers of non-traded REITs and other private market assets. Its platform offers price discovery, trade execution, and settlement infrastructure, helping investors unlock liquidity in traditionally illiquid holdings
LP Analyst
LP Analyst centralizes fund and portfolio data for institutional investors, enabling real-time performance tracking, ESG forecasting, fee validation, and operational due diligence. Its cloud-native infrastructure supports endowments, pensions, family offices, and sovereign wealth funds with scalable intelligence and compliance workflows
Lumonic
North America · Europe · Global
AI‑native portfolio monitoring platform for private credit and private equity, automating data ingestion, covenant tracking, and reporting
Maestro
Founded by Accordion and backed by S&P Global Market Intelligence, Maestro helps PE sponsors modernize their portfolio management workflows. Its platform enables curated dashboards, initiative tracking, and stakeholder alignment—empowering Chief Transformation Officers (CTrOs), operating partners, and management teams to execute value creation plans more effectively
Mantle
North America
Mantle is building modern solutions AI‑powered data operations and document intelligence platform for managing private assets, from cap tables to capital calls
Martini AI
North America
AI‑powered credit intelligence platform providing real‑time credit ratings, probability of default, and research automation across 3M+ companies
Masttro
Masttro is a subscription-based family office platform that centralizes wealth data aggregation, reporting, document management, and client engagement—priced by scope, not AUM, with military-grade encryption and Swiss-hosted infrastructure
Maybern
North America
AI‑driven operating system for private funds, unifying financial and operational data to modernize back‑ and middle‑office workflows for fund CFOs
Mercatus
North America · Europe · APAC · Global
Mercatus is State Street’s front‑ and middle‑office platform for private markets, acquired to power State Street Alpha for Private Markets. It centralizes asset‑level data, automates reporting, and supports infrastructure, private equity, real estate, private credit, and fund‑of‑funds workflows. The platform replaces manual, fragmented processes with a unified digital system for data, analytics, and lifecycle management
Mercatus (State Street)
North America · Europe · APAC · Global
Mercatus is State Street’s front‑ and middle‑office platform for private markets, acquired to power State Street Alpha for Private Markets. It centralizes asset‑level data, automates reporting, and supports infrastructure, private equity, real estate, private credit, and fund‑of‑funds workflows. The platform replaces manual, fragmented processes with a unified digital system for data, analytics, and lifecycle management
Meridian AI
Meridian AI is an AI-powered CRM and deal management platform for private equity—integrating the Scout AI agent to automate sourcing, pipeline tracking, and relationship management.
Mesoica
North America · Europe · Global
Data automation platform for alternative investment managers, automating portal logins, document collection, extraction, validation, and reporting workflows
Metal AI
Metal AI is an AI-powered operating system for private markets—institutionalizing firm knowledge into a living intelligence system that amplifies deal sourcing, diligence, and decision-making through continuous learning
Middesk
North America
Business identity platform enabling fast, compliant onboarding, underwriting, and monitoring with direct connections to government data sources
mool.ai
Mool.ai is an AI-assisted fund operations platform that streamlines fund administration and operations for asset managers—automating data management, reconciliation, reporting, and compliance through advanced machine learning and NLP
Moonfare
Moonfare is a digital private equity and alternatives platform offering accredited investors curated fund access, direct deals, co-investments, semi-liquid products, and a secondary trading marketplace through a fully paperless experience
Morphic
Morphic is an AI-native no-code creative agency platform that automates brand strategy, design, copy, and website development to deliver custom websites and marketing materials for startups and professional services firms
Motive Partners
Motive Partners is a specialist private equity firm focused on building, backing, and buying technology-enabled companies that power the financial services industry
Nammu21
North America · Global
Platform transforming syndicated loan and private credit documents into structured, machine‑readable digital data using the NEL Protocol
NAV Fund Administration Platform
North America · Europe · APAC · Global
NAV is a global fund administrator providing technology‑enabled services across hedge funds, digital assets, private equity, venture capital, real estate, and multi‑manager platforms. With 30+ years of experience, $350B+ AUA, and 2,300+ clients, NAV delivers proprietary systems that automate complex fund operations, high‑volume trade processing, and investor servicing
nCino
North America · Europe · APAC · Global
nCino is a global cloud‑banking platform used by 2,700+ financial institutions worldwide. It unifies onboarding, loan origination, account opening, document management, analytics, and compliance into a single operating system for banks and credit unions. The platform accelerates lending decisions, reduces manual processes, and integrates deeply with core systems and third‑party data sources
Needl.ai
APAC · Global
Enterprise AI “Chief‑of‑Staff” platform synthesizing internal and external data to deliver real‑time insights, automated reports, and domain‑specific agents
Nomad Data
Nomad Data is an AI-powered data relationship and discovery platform that helps organizations unlock insights from internal documents and external datasets, streamlining access to over 4,700 data providers
Norm AI
Norm AI is a Regulatory AI platform that turns laws, regulations, and firm policies into AI-driven agents, streamlining legal and compliance workflows for financial institutions managing over $30 trillion in assets
Northern Trust
Northern Trust is a global financial services firm specializing in asset servicing, investment management, and wealth management—serving institutional investors, corporations, and ultra-high-net-worth individuals with deep expertise in private markets, data infrastructure, and fiduciary governance
Novata
North America
ESG data collection and reporting platform for private markets
Novum
Novum is building a “Funding OS for Fintech” — a platform designed to streamline and manage funding, financing, or capital-flows for fintechs. It appears to be launching soon.
Obin AI
North America
Obin AI provides an automated underwriting and financial‑analysis platform that ingests borrower documents, extracts structured financial data, and generates credit insights. It is used by private credit, venture lenders, and specialty‑finance teams to accelerate diligence and reduce manual financial‑spreading work
Ocorian
Ocorian is a global provider of fund administration, fiduciary, and corporate services—specializing in complex structures across private equity, real estate, infrastructure, and credit. It supports GPs, LPs, and institutional clients with scalable operations, compliance, and governance infrastructure
Ocrolus
North America
AI‑powered workflow and analytics platform for lenders, transforming documents into structured data and cash‑flow insights with regulatory‑grade accuracy
OffDeal
OffDeal is a full-service, AI-native M&A advisory platform for small businesses—combining AI-driven buyer matching, rapid valuation, and automated auction workflows to accelerate exits and maximize deal value for companies with $5 M–$100 M in revenue
OneAM U.S. Inc.
North America
Early‑pay and receivables funding platform connecting B2B suppliers with institutional capital providers, using quantitative modeling and AI/ML to underwrite and purchase small receivables quickly and efficiently
Oneiro Solutions
North America · Europe
Cloud‑native platform (DLX) modernizing corporate and syndicated loan administration with real‑time collaboration, transparency, and full loan lifecycle management
onPhase
North America
Document automation and workflow platform for financial operations
OntoGuard AI
OntoGuard AI is an AI-native governance and compliance platform—designed to help enterprises automate policy enforcement, regulatory mapping, and audit workflows using structured ontologies and semantic intelligence
Ontra
North America · APAC · Global
AI‑powered legal operating system for private markets, automating contract negotiation, obligation tracking, entity management, and KYC with human‑in‑the‑loop support
Opto
Opto is a private markets program platform for wealth managers—offering an end-to-end solution to build, fundraise, and manage alternative investment programs at scale, leveraging guided intelligence, algorithmic vetting, and automation
Orca
North America · Global
Orca is a unified fund‑management platform built with input from 70+ venture capital firms, designed to centralize all workflows across investment, finance, compliance, and investor relations. It provides real‑time fund performance analytics, KPI dashboards, automated financial statements, LP onboarding, and a robust investor portal
OSYTE
Osyte is the only ML/AI–enabled multi-asset portfolio monitoring, rebalancing, and trading platform—unifying liquid and illiquid assets under one roof to slash operational costs and accelerate decision-making for OCIOs and asset managers
OVE Capital
Europe
Digital platform providing access to private market investments
Pactfi
North America
End‑to‑end operational infrastructure for private credit transactions, centralizing workflows, data, and cross‑counterparty collaboration to streamline deal closings
Palico
North America
Marketplace for private equity secondaries and fund interests
Pando
Pando is the only open network for alternative investing—providing a commission-free, non-curated fintech platform that unites wealth managers, asset managers, and broker-dealers to streamline deal discovery, distribution, execution, and post-transaction reporting
Paradigm
Paradigm is an AI-first spreadsheet workspace that automates manual data collection, structuring, enrichment, and analysis through context-aware agents and live data integrations across any asset class
Pascal AI Labs
Pascal AI Labs is a research-driven AI company developing large language models and foundational tools to enable next-generation applications across industries. Their focus is on model architecture, efficiency, safety, and enabling developers to build on scalable AI infrastructure.
Passthrough
Passthrough is a digital subscription document and compliance automation platform for private markets fund managers, enabling frictionless investor onboarding, KYC/AML screening, and real-time workflow coordination
Patterns
Patterns is an AI-driven deal execution agent for finance firms—automating sell-side M&A workflows through agentic playbooks that draft CIMs, build financial models, generate buyer universes, and deliver process intelligence memos with integrated Excel and PowerPoint write-back
PayLaterr
North America
Consumer bill‑pay platform that pays bills upfront (rent, utilities, insurance, car payments, etc.) and allows users to repay in flexible installments with automated on‑time payments
PE Front Office
APAC
CRM, deal pipeline, and portfolio monitoring suite for private capital
pleasefix.ai
Pleasefix.ai is an AI-enhanced workflow automation platform for finance and strategy teams, embedding directly into Excel, PowerPoint, and Word to automate analysis, reporting, and presentation workflows
PledgePath
North America
Fundraising and investor engagement platform for private markets, streamlining LP outreach, tracking, and pipeline management
PortF
PortF is an AI-powered portfolio monitoring platform built for private markets and institutional investors—unifying portfolio data into a single connected view, delivering real-time analytics, AI-driven workflows, and seamless integration with existing systems to automate up to 90% of routine tasks
PostSig
North America · Global
PostSig is a post‑signature operational intelligence platform that connects agreements, amendments, approvals, invoices, rights, and obligations into one governed record, enabling teams and AI systems to act on what is currently in force. Its LineageAI™ engine reconstructs the history behind business decisions and determines which terms, rights, and obligations apply now
PPB Capital Partners
PPB Capital Partners is a full-service alternative investments partner for wealth advisors, powered by PPBx—an open-architecture platform that delivers custom private funds, tailored strategies, and institutional-grade access with white-glove operational support
PredictAP, Inc.
PredictAP is an AI-powered invoice coding platform built specifically for real estate accounts payable teams. It ingests invoices via email or API, learns from historical coding patterns to automatically assign vendors, GL codes, expense accounts, and cost allocations, and delivers fully coded invoices for approval within seconds while integrating seamlessly with leading AP automation systems.
Privateblok
PrivateBlok is a GenAI-powered, agentic private markets platform that consolidates structured and unstructured deal and portfolio data, automates ingestion and diligence workflows, and delivers conversational analytics and real-time insights for investors and fund operators.
Prophix
North America · Europe · APAC · Global
Prophix is a unified CPM platform that automates budgeting, forecasting, consolidation, and reporting for mid‑market and enterprise finance teams. Its Prophix One platform uses AI agents, automated workflows, and structured financial models to accelerate planning cycles, improve accuracy, and centralize financial performance data
ProSights
ProSights is an enterprise AI automation platform for finance professionals—streamlining document extraction, charting, and report generation with finance-tailored AI models, secure workflows, and full auditability
Proteus
Proteus is a private market investment platform purpose-built for RIAs and family offices—designed to deliver curated access to private equity, credit, real assets, and hedge funds through a digital, compliance-ready infrastructure. It streamlines fund discovery, subscription, and reporting across alternative investments
Provenir
North America · Europe · APAC · Latin America · Global
Provenir is a global risk‑decisioning platform that unifies data, AI, and decision workflows to help lenders make faster, more accurate credit and fraud decisions. It connects to hundreds of data sources, applies machine‑learning models, and automates real‑time approvals across consumer, SME, and embedded‑finance lending
PUY
North America
Marketplace for private investments and alternative funds
Qapita
APAC
Equity management and cap table platform for private companies
Radivision®
Radivision® is a streaming and community platform that democratizes access to startup and private market investing by connecting entrepreneurs, fund managers, and investors through original content, resources, and deal discovery opportunities
Ramp
Ramp is a modern finance automation platform that partners with private equity firms to accelerate value creation across portfolio companies through AI-powered spend management, workflow automation, and real-time financial insights
RavenRisk AI
North America
AI‑powered credit risk platform providing automated underwriting, risk scoring, and portfolio analytics for lenders and credit investors
Real Private Credit
North America · Global
The first legal-tech rail delivering "Super Perfection" (UCC Article 12) for private credit assets. RealPC allows funds to tokenize collateral with bankruptcy-remote "Control" rights, replacing the need for slow SPV/paper-filing structures
Real Private Credit (RealPC)
North America · Global
The first legal-tech rail delivering "Super Perfection" (UCC Article 12) for private credit assets. RealPC allows funds to tokenize collateral with bankruptcy-remote "Control" rights, replacing the need for slow SPV/paper-filing structures
RealPage
RealPage is an integrated property management and analytics platform—automating leasing, marketing, revenue management, operations, maintenance, financials, and resident services for multifamily, single-family, commercial, and specialty housing portfolios with embedded AI agents
Receivabull
North America
Platform enabling businesses to finance receivables and manage invoice workflows with automated credit checks and funding tools
Ridgeline
North America
Ridgeline is the AI-native investment management platform built on the idea that human talent is too valuable to do the work that technology could handle. With over $735B in assets committed to the platform, Ridgeline unifies the front, middle, and back office on a single, real-time platform so routine work happens quietly in the background. Ridgeline has teams in New York, the Bay Area, Reno, and Dublin, and has been recognized by Forbes as a “Best Startup Employer,” by Global Financial Market Review for “Best Use of AI in Finance,” and by The Software Report as a “Top 100 Software Company.”
Risk-Enterprise
Risk-Enterprise is a global AI-driven credit risk assessment and management platform offering transparent, end-to-end PD/LGD/ECL modeling across corporate, project, SME, real estate, and crypto asset classes, with built-in ESG and climate-risk analytics to guide lenders and investors worldwide
Rogo
Rogo is a secure, enterprise-grade AI platform built for finance professionals—powering investment banking, private equity, and research teams with custom-trained LLMs and AI agents that integrate internal and external data to automate research, analysis, and presentation workflows across PowerPoint, Excel, and Word
Rossum
Europe
AI-powered document understanding and workflow automation platform
ROYC
ROYC Group provides a cloud-native investment operating system for private markets, enabling wealth managers, private banks, GPs, and family offices to scale alternative investments. It offers digital tools for investor onboarding, fund structuring, lifecycle administration, and reporting—bridging private wealth networks and top-tier funds globally.
Scalata
North America · Global
Generative AI framework for credit markets, automating data ingestion, modeling, reporting, and end‑to‑end credit workflows for lenders and structured finance teams
Scayl
Europe
Debt funding platform connecting fintech lenders with banks, providing scalable credit facilities and automated reporting infrastructure
Scend
Scend is the operating system for M&A deals—an AI-native platform that streamlines buyer list generation, deep research, market mapping, and origination workflows for investment banks, private equity firms, consultancies, and corporations
Scored AI
Scored AI is an AI-native platform for startup evaluation and investor readiness—helping founders benchmark traction, identify gaps, and improve fundraising outcomes through structured scoring, feedback, and strategic guidance powered by LLM-driven assessments and investor-aligned frameworks
sea.dev
North America
AI platform automating financial spreading, underwriting workflows, and risk analysis for SMB and commercial lending
SEI Investments
SEI Investments Company delivers technology and investment solutions, offering investment processing, operations, and asset management services to corporations, financial institutions, and ultra-high-net-worth families
Setpoint.io
North America
Capital markets operating system powering warehouse facilities, forward flow programs, and securitization workflows with automated calculations, reporting, and collateral verification
Shelton AI
Shelton AI is an AI-native platform for institutional private markets portfolio management and analytics—centralizing data ingestion, performance attribution, risk management, and capital pacing into a single command center that empowers limited partners with forward-looking insights and operational control
Siepe
North America
Technology and services provider for private credit and CLO managers, offering data management, workflow automation, collateral administration, and cloud‑based investment operations
Sirion
Sirion is an AI‑powered contract lifecycle management platform that centralizes, analyzes, and monitors complex agreements for enterprise procurement, legal, and finance teams
Sirvatus
North America
Loan administration platform purpose‑built for private credit funds, supporting complex deal structures and automated loan tracking. Acquired by Carta to power Carta Loan Operations
Skydogs Ops
North America
Skydogs Ops provides an operations‑automation platform purpose‑built for private credit and private‑markets firms. It centralizes data flows, automates recurring operational tasks, and connects disparate systems to streamline reporting, monitoring, and fund‑operations workflows
Skyfire
kyfire is the agentic commerce platform powering autonomous payments and identity verification for AI agents, enabling secure, instant, global machine-to-machine transactions and monetization of digital services
Soal Labs
North America · Europe · Global
Data & AI consultancy for private equity and private credit, building custom AI systems for origination, diligence, portfolio monitoring, and reporting
Soal Labs
North America · Europe
Soal Labs is a data and AI engineering consultancy for private capital firms, designing and building custom AI systems, data infrastructure, document‑processing pipelines, and workflow automation across the entire investment lifecycle
Solifi
North America · Europe · APAC · Global
Solifi provides a unified lending technology platform supporting secured finance, including asset‑based lending, equipment finance, factoring, and automotive finance. The platform centralizes loan operations, automates servicing workflows, and provides real‑time portfolio visibility for lenders across private credit and specialty finance
Sonar
North America
Sonar is a portfolio‑monitoring and data‑automation platform built for private credit and private‑markets investors. It centralizes borrower financials, automates covenant and KPI tracking, and streamlines recurring reporting workflows for underwriting and portfolio‑management teams
Sonata One
Europe
Global private funds onboarding, KYC, subscription, and clearinghouse platform
SourceScrub
North America · Europe · APAC · Global
SourceScrub is an AI‑powered deal‑sourcing and private‑market intelligence platform used by private equity, investment banks, and corporate development teams. It continuously crawls 290,000+ sources to surface 17M+ private companies, with strong coverage of hard‑to‑find bootstrapped firms. The platform accelerates origination by enabling users to discover, research, and engage targets more efficiently
Specter
Specter is an AI-driven private markets data and analytics platform delivering live company, investor, talent, and transaction insights—powered by predictive signals and AI analysis to help investors source and win the best deals
Spenda
APAC
Integrated business payments and operations platform enabling SMEs and enterprises to streamline invoicing, payments, lending, and reconciliation
Sprout
Sprout is a comprehensive equity and token management platform that centralizes share and token issuance, option plans, vesting, fundraising scenario modeling, and stakeholder reporting—powered by AI-driven analytics and workflow automation for real-time governance and accountability
SQOR Technologies
SQOR is a no-code decision intelligence platform and KPI dashboard that transforms data into instant clarity with AI-driven recommendations, plug-and-play predictive models, and natural language querying across 500+ KPIs powered by 60+ AI agents
SS&C Technologies
North America · Europe · APAC · Global
SS&C Advent and SS&C Private Markets provide a comprehensive suite of technology solutions supporting private equity, private credit, real assets, and fund administrators. Their platforms centralize portfolio data, streamline fund accounting, automate investor reporting, and enhance operational efficiency across the full investment lifecycle. As part of SS&C Technologies, they leverage deep domain expertise and global infrastructure to support complex private‑markets workflows at scale
Standard Metrics
Standard Metrics is an AI-driven portfolio reporting and analytics platform for venture capital firms and their portfolio companies—automating data collection, centralizing auditable metrics, and delivering AI-powered insights, benchmarking, and reporting to streamline portfolio reviews, LP communications, and investor relations
Stanger Investment Banking
Stanger Investment Banking is an independent, specialized real estate investment banking and financial advisory firm—providing M&A advisory, capital formation, securities structuring, valuation and appraisal services, and fairness opinions for real estate companies and alternative investment products, backed by over four decades of industry leadership and proprietary market publications
Starlight AI
Starlight AI delivers enterprise‑ready AI agents that automate due diligence, deal origination, and portfolio monitoring for private market investors.
Steward
Steward is an AI-first AML platform purpose-built for complex investor onboarding and ongoing monitoring. From trusts and family offices to layered corporate structures, Steward unifies document collection, screening, risk assessment and periodic reviews - helping asset managers, admins and banks deliver friction-free onboarding built for the AI age.
Stout / Houlihan Lokey Tech
North America · Europe · APAC
Technology‑enabled valuation, diligence, and portfolio‑monitoring solutions used by private‑markets investors and lenders to assess performance, risk, and deal economics
Structify
Structify is an AI-powered data automation platform that provides no-code web scraping, document processing, integration, cleaning, and BI agents to transform disparate sources into clean, analysis-ready datasets
Subscribe
Subscribe is an operating system that replaces the archaic infrastructure of private fund investments by offering fund managers, investors, and service providers a central platform to streamline investor onboarding, subscription documents, AML/KYC, fund closings, and post-trade reporting throughout the fund lifecycle
Suralink
North America
Secure document exchange and workflow automation
Symphony
North America · Europe · Global
Symphony provides a secure, compliant communication and collaboration platform used across financial services. It enables encrypted messaging, workflow automation, and integrated data sharing between internal teams, clients, and counterparties. The platform is widely adopted by banks, asset managers, private credit firms, and trading desks for regulated communication
Synply
North America
Synply is a modern loan‑syndication platform built by former bankers and incubated within Live Oak Bank. It streamlines the entire syndicated‑lending lifecycle—origination, structuring, approvals, servicing, and ongoing portfolio management—replacing spreadsheets and email‑driven workflows with automated, auditable processes
Taghash
Taghash is a unified private capital operations platform that centralizes dealflow, portfolio, fund, and LP management—empowering private equity, venture, fund-of-funds, venture debt, and family office teams with end-to-end workflow automation, intelligent data orchestration, and actionable analytics
Taktile
North America · Europe · Global
Decisioning platform enabling lenders to build, test, and deploy underwriting and risk models without engineering bottlenecks
Tamarix Technologies
Tamarix Technologies is a private markets data ops platform that automates end-to-end LP workflows—ingesting GP documents, extracting and validating key fund data, reconciling accounts, generating tailored reports, and delivering portfolio analytics through AI-plus-human co-pilot agents for smarter decision-making
Templum
Templum is a digital-first private markets infrastructure and marketplace platform that unifies the entire alternative investment lifecycle—powering its Templum One ecosystem and Templum as a Service to deliver seamless access, execution, and automation across private equity, credit, real assets, and secondary market liquidity
Tenor Digital
North America
Digital lending and servicing platform enabling lenders to originate, service, and collect loans with automated borrower workflows
Teragonia
Teragonia is a strategy-led AI & analytics engineering firm focused on private equity and mid-market value creation. Its Astradis™ platform offers real-time, function-specific command centers (finance, revenue, product, service) to connect data, surface strategic levers, and drive EBITDA growth.
Tetrix
North America · Europe · Global
AI‑powered private‑markets data extraction and normalization platform
ToltIQ
North America
ToltIQ provides a portfolio‑intelligence platform for private equity, private credit, and venture investors. It centralizes fund, deal, and performance data to deliver analytics, benchmarking, and automated reporting for GPs and LPs
TransientAI
Transient.AI is an AI-powered sales & research insights platform that analyzes financial markets, client histories, and headline risks to generate targeted recommendations.
Trullion
North America
AI‑powered accounting automation platform for private markets and audit teams
Turbine Finance
North America · Europe · Global
Liquidity platform enabling LPs and GPs in venture and private equity to borrow against fund positions, unlocking capital without selling underlying assets
Ultimus Fund Solutions
Ultimus Fund Solutions is one of the largest independent fund administration and middle-office providers in the U.S., blending cutting-edge technology with high-touch consultative service to deliver full-service fund accounting, transfer agency, middle office and investor servicing for registered funds, private funds and public plans via its proprietary uSUITE® platform
Unlimited.ai
Unlimited.ai is an agent-driven private markets orchestration platform that consolidates and normalizes portfolio data and provides AI agents for real-time querying, due-diligence insights, and consolidated reporting.
Unstructured
Unstructured is a generative AI data layer platform that automates end-to-end ETL—ingesting unstructured documents, transforming and enriching them into structured, AI/LLM-ready data via a unified UI and API for retrieval-augmented generation and AI workflows
Vaas
North America
Real‑time master servicing platform for private credit, automating verification, collateral checks, cash‑flow reconciliation, and post‑funding operations
Validis
North America · Europe · APAC
Validis connects directly to SMB accounting systems to extract and standardize full general‑ledger data for auditors and commercial lenders. Trusted by all Big Four audit firms and major banks, it delivers underwriting‑ready, standardized financial data that accelerates audits, credit reviews, and ongoing monitoring
Vega
North America · Europe
Vega is an operating system for alternative asset managers, providing a unified client operations platform (AltOS) that automates and orchestrates every stage of the client lifecycle—from marketing and onboarding through execution and reporting
Vektara Ventures
Vektara Ventures is an AI-powered M&A due diligence platform that delivers instant financial modeling, AI-driven risk detection, and portfolio intelligence to accelerate and de-risk dealmaking for private equity and corporate teams
Velvet
Velvet is an AI copilot for private markets that automates the end-to-end investment process by unifying all unstructured data—pitch decks, call notes, memos, spreadsheets, emails, and data rooms—into a single, queryable interface for real-time deal analysis and collaboration
Verified Metrics
North America · Europe · Global
AI‑powered diligence and valuation platform automating data collection, cleaning, modeling, and IFRS‑compliant valuation reporting for private markets
Vessel
Vessel is an AI-powered fundraising and investor relations platform that connects every phase of the LP journey—from outreach and pre-marketing to closing, reporting, and co-investments—automating workflows and delivering personalized LP experiences without spreadsheet chaos
VESTBERRY
Vestberry is a portfolio intelligence platform for venture capital and private equity firms that consolidates all fund and portfolio data into a single source of truth, delivering interactive dashboards, automated KPI calculations, and ILPA-compliant LP reporting
Vestlane
Europe
Digital investor onboarding and KYC/AML automation for private funds
Vistra
Vistra is a global corporate and fund administration platform offering in-market expertise and digital workflow automation for entity management, international expansion, SPV management, fund administration, and investor services, anchored by Geni—its 24/7 AI compliance advisor on the Global Expansion Platform
Vizmark
Vizmark delivers AI‑driven intelligence and workflow solutions that empower private markets professionals to analyze, visualize, and act on complex investment data with clarity and speed.
WealthAi
WealthAi is an AI-native operating system for wealth management, providing an agentic co-pilot interface and integrated marketplace to automate complex tasks, connect data sources, and deliver persona-tailored workflows for wealth managers, private banks, asset managers, and advisers
Whale blue
Europe · Global
Whale Blue is a purpose‑built private credit portfolio management platform offering real‑time monitoring, centralized financial data analysis, and automated reporting for private credit funds. Founded in 2021 and headquartered in the U
WNS
North America · Europe · APAC · Global
WNS is a global digital‑led business‑transformation and BPS provider serving 700+ clients across industries. In 2025, WNS was acquired by Capgemini to create a global leader in AI‑powered Intelligent Operations, combining WNS’s deep domain expertise with Capgemini’s technology and AI capabilities
WNS (Capgemini)
North America · Europe · APAC · Global
WNS is a global digital‑led business‑transformation and BPS provider serving 700+ clients across industries. In 2025, WNS was acquired by Capgemini to create a global leader in AI‑powered Intelligent Operations, combining WNS’s deep domain expertise with Capgemini’s technology and AI capabilities
Workiva
North America
Reporting, compliance, and audit automation platform used by private markets allocators
Wovenlight
WovenLight is an AI-native private equity co-sponsorship firm that partners with top-tier sponsors to deploy responsible AI systems for value creation. It blends investment with hands-on AI execution to amplify operational performance and equity returns
XA Investments
XA Investments LLC (XAI) is a boutique alternative investment manager and product design firm offering institutional-caliber solutions through closed-end, interval, and tender offer funds. They also provide consulting, research, and transparency tools—such as the XAI Interval Fund Index (INTVL)—to bring greater clarity and access to the alternatives space
Xclaim
North America
Marketplace for trading bankruptcy claims
XGR.Network GmbH
Europe · Global
XGR.Network develops XGRChain, a public EVM-compatible blockchain execution and settlement layer, and XDaLa, a process validation and orchestration layer for auditable workflows using rules, external data, smart contracts and human approvals
Yardi
Yardi is a global real estate software provider delivering integrated property management, investment management, procurement, energy management, and training solutions, energized by its Virtuoso AI platform that deploys customizable agents, native AI features, and real-time connectors for end-to-end operational automation
Yieldstreet
Yieldstreet is a digital alternative investments platform offering retail and accredited investors access to curated private market opportunities—direct investments and managed portfolios—across real estate, private credit, private equity, short-term notes, venture capital, diversified funds, art, and legal finance, powered by smart diversification algorithms and automated portfolio management via Yieldstreet 360