Compliance & Governance Technology

4CAMP

Global

AI multi‑agent orchestration platform enabling regulated enterprises to build secure, compliant, automated workflows

7 Chord Inc

Europe · Latin America

Since its founding in 2017, 7 Chord has emerged as a leading AI firm in capital markets. BondDroid, 7 Chord’s award-winning pricing engine, empowers institutional traders and investors with highly accurate prices and analytics for financial instruments. Powered by continuous real-time learning technology developed by its co-founders at NYU, BondDroid adapts swiftly when “black swan” events occur. Equipped with this knowledge, our clients gain a market advantage by making optimal risk-management and profit-maximizing decisions and by providing differentiated services to their customers

ABLSoft

North America

Cloud platform automating borrowing‑base intake, loan monitoring, collateral tracking, and compliance for ABL lenders

Accordion

Accordion is an AI- and data-powered financial consulting and value-creation firm built for private equity–backed CFOs and portfolio companies—offering strategic advisory, transformation support, and CFO-led performance improvement throughout the investment lifecycle

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

Aksia

Aksia is an alternative assets specialist providing performance-focused manager research, due diligence, and portfolio analytics to institutional investors—overseeing $391 billion in assets across private credit, hedge funds, private equity, and real assets

Allocate

Allocate is an operating system for private markets and alternative investments that centralizes external private market data for wealth advisors and family offices—enabling unified portfolio management, reporting, and analytics

Allocator

Allocator is an automated investment data aggregation and management platform for limited partners—harvesting, tagging, and organizing reports, risk exposures, and underlying asset KPIs from private capital GPs and hedge funds in one unified system

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

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

Alter Domus

North America · Europe · APAC · Global

Global fund administrator providing end‑to‑end operational, accounting, and technology services for alternative investment managers

Alternative Investment Exchange

Alternative Investment Exchange (AIX) is an end-to-end digital platform that streamlines the entire alternative investment distribution lifecycle for advisors, distributors, and transfer agents—transforming a previously paper-based process into a point-and-click, all-digital experience

Alto

Alto is a self-directed IRA platform for investing in alternative assets—enabling investors to allocate retirement capital into private market offerings, crypto, real estate, and startups through a single digital interface

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

Ansarada

Ansarada is an AI-powered virtual data room and deal management platform that streamlines M&A, capital raising, due diligence, and post-deal integration with predictive analytics and secure collaboration

AON

Aon is a global professional services firm delivering risk capital and human capital advisory, analytics, and outsourcing solutions—empowering organizations with data-driven insights and decision support across risk, people, and financial strategies at scale

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

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

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.

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 by Holland Mountain

Europe · Global

Enterprise data platform for private capital firms, integrating and reconciling data across systems, fund admins, and spreadsheets

Auquan

Europe · Global

Agentic AI platform completing end‑to‑end financial workflows for institutional finance teams

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

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

Banker AI

Banker AI is a generative AI assistant tailored for banking professionals—automating pitchbook creation, financial modeling, research, and client engagement to accelerate deal origination and advisory workflows

Bankstride

North America

Digital banking platform automating commercial loan management, covenant monitoring, and exception tracking

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.

BiteStream

Bite Stream is a SaaS investor solutions platform that digitalizes the alternative asset management industry, offering end-to-end tools for fundraising, investor onboarding, reporting, capital calls, and CRM across jurisdictions

BlackRock

Global

World’s largest asset manager offering global investment products and the Aladdin risk management platform

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.

BlueVault Partners

BlueVault Partners is a membership-based research and education hub for alternative investments, equipping wealth advisors with performance data, benchmarking tools, and industry connections

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

BridgePort

BridgePort provides bespoke digital technology and infrastructure solutions for private market constituents, powering custom investment platforms, syndication portals, SPVs, and operations-as-a-service across the private investment lifecycle

Brightriver.ai

Brightriver.ai (Arc) is an institutional AI platform for private markets that streamlines fund manager diligence, comparative benchmarking, performance tracking, and report generation, enabling allocators to focus on investment decisions, not paperwork

Broadridge Financial Solutions

North America · Europe · APAC · Global

Global fintech providing trading, communications, and data infrastructure for financial institutions

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

Bunch Capital

Europe

End‑to‑end platform for private market fund operations and investor workflows

CAIS

CAIS is a turnkey alternative investment and structured note platform connecting independent financial advisors with leading asset managers, offering both a public marketplace and a customizable SaaS solution for scaling alternative investment distribution and operations

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

CARDO AI

Europe · Middle East & Africa · Global

AI-driven platform for asset‑based finance and private credit, automating data, modeling, and risk workflows

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.

Castle Hall's Due Diligence Exchange

Castle Hall’s Due Diligence Exchange is an AI-enhanced platform for institutional investors and allocators to streamline due diligence across alternative investments—centralizing manager data, automating risk assessments, and enabling collaborative intelligence

Cenerus

North America

Provider of C‑RATE, a standardized scoring and monitoring system for commercial loans

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

Cerulli Associates

Cerulli Associates is a market intelligence and consulting firm powering asset and wealth management decisions through proprietary research, data analytics, benchmarking, and strategic advisory services

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.

Chatham Financial

North America

Chatham Financial is a global advisory and technology firm specializing in interest‑rate, FX, and commodity‑risk management for private equity, private credit, real estate, and corporate borrowers. Its platform supports hedging strategy, derivatives execution, valuations, and debt portfolio oversight

CLA

CLA (CliftonLarsonAllen) is a professional services firm delivering integrated fund administration, tax compliance, audit, outsourcing, and wealth advisory solutions through its digital CLA Connect platform

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

Clarum

Clarum is an AI-powered investment due diligence platform that connects with a firm’s data sources—data rooms, cloud drives, CRMs, and third-party datasets—to transform raw deal information into structured formats for comprehensive due diligence, quantitative analysis, and decision-making acceleration

Clearwater Analytics

North America · Europe · APAC · Global

Unified front‑to‑back investment management and accounting platform for institutional investors

Clearwater Analytics (CWAN)

North America · Europe · APAC · Global

Unified front‑to‑back investment management and accounting platform for institutional investors

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

Conduit Private Partners

Conduit Private Partners is a strategic capital advisory and placement firm in private markets, connecting fund managers with institutional investors through curated relationships, data-driven targeting, and AI-enhanced fundraising workflows

Convergence

Convergence Inc is a data-as-a-service and analytics platform for the alternative investment industry, delivering proprietary, curated datasets and predictive analytics to power dynamic business intelligence, revenue growth, risk management, and compliance insights for asset managers, allocators, and service providers

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

Cordada

Latin America

Cordada is a Latin American private credit platform that partners with specialized originators to deploy scalable private debt, combining proprietary risk models, institutional governance, and co‑investment structures to deliver predictable, protected credit portfolios for institutional investors. The firm has deployed USD $5B in financing and operates a network of 100+ specialized originators

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

CovenantIQ

North America

AI‑powered covenant monitoring platform for middle‑market lenders

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

Crowd Street

CrowdStreet is a direct private markets investing platform that empowers investors with self-directed access to curated deal offerings and fund opportunities, featuring sponsor vetting and streamlined diligence workflows

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.

CXC

APAC · Global

Leading LATAM structured finance servicer providing technology‑enabled monitoring, reporting, and compliance for credit facilities

daappa

Europe · APAC · Global

End‑to‑end private assets platform for PE, VC, debt, real assets, and fund administrators

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

Dealpath

North America · Global

Dealpath is a cloud‑based real estate investment management platform used by institutional investors to centralize deal data, track pipelines, analyze opportunities, and execute transactions with greater speed and governance. The platform supports acquisition, disposition, development, and debt workflows and has powered $10T+ in transactions for 300+ firms globally

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

DLA Piper

Global

Global law firm providing legal, regulatory, and transactional support to private equity, private credit, venture, and institutional investors across all major jurisdictions

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

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

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.

Envestnet

Envestnet is a unified wealth management ecosystem that equips financial advisors, asset managers, and institutions with integrated tools for portfolio construction, trading, performance reporting, and practice management—powered by data-driven intelligence and open-architecture integrations

Equi

Equi is an SEC-registered investment advisor that delivers a tech-driven global multi-manager hedge fund platform, sourcing uncorrelated, absolute-return strategies with proprietary risk software for robust downside protection and streamlined pre- to post-trade reporting

EquityBee

EquityBee is an AI-enhanced equity access platform that helps startup employees fund the exercise of their stock options—connecting them with accredited investors who provide capital in exchange for future equity upside.

EquityZen

EquityZen is a private market investment platform that enables accredited investors to access pre-IPO equity in leading tech companies—using AI-enhanced workflows to streamline deal sourcing, investor matching, and compliance across secondary transactions

Evertrace

Evertrace is the founder detection engine for data-driven VC investors, aggregating signals from code repos, domain registrations, social media, research papers, and more to surface tomorrow’s founders today

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

F2 AI

F2 AI is an AI-native financial modeling and data infrastructure platform designed for institutional investors—automating valuation workflows, underwriting, and portfolio analytics across private equity, venture capital, and credit strategies

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

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

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

Finley

North America

Modern loan administration platform for private credit funds and banks

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

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

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

FundOS

North America

Digital fund operations and investor onboarding platform

Gauntlet

North America · Global

Risk and simulation platform optimizing parameters, incentives, and risk for DeFi protocols and institutional vault strategies

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

Goldslate

North America · Global

Goldslate is an AI‑native decision‑intelligence platform for private markets. It converts unstructured deal documents into structured, auditable data with high accuracy, enabling faster underwriting, portfolio insights, and searchable institutional knowledge across private credit, real estate, and multi‑asset strategies

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

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

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

Harmonic

North America · Europe · APAC · Global

Harmonic is one of the largest independent fund administrators serving private credit, private equity, hedge funds, fund‑of‑funds, pension funds, and private banks. The firm combines deep operational expertise with proprietary technology to deliver fund administration, loan administration, and custom software solutions. Harmonic’s in‑house platform, FM3, provides a unified front‑, middle‑, and back‑office system supporting fund accounting, investor services, loan lifecycle management, covenant monitoring, and portfolio analytics

Hebbia

Hebbia is an AI-native enterprise platform built for finance, law, and corporate teams—designed to execute complex, multi-step workflows across massive document sets using its proprietary Matrix interface.

HedgeID

HedgeID is a capital-markets intelligence platform that maps global institutional investors, funds, and contacts into a unified, searchable dataset for sales, prospecting, and engagement; the product offers visual market maps, API and data delivery options, and tiered subscriptions from Essentials to Enterprise.

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

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.

Indus Valley Partners

Europe · APAC · Global

Global provider of enterprise‑wide technology, managed services, and data platforms for alternative asset managers

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

Intralinks

Intralinks is a secure collaboration and data-sharing platform built for high-stakes financial transactions—powering M&A, capital raising, and alternative investment workflows with enterprise-grade security and AI-enhanced document intelligence

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

InvestCloud

InvestCloud is a modular digital platform for wealth and asset management—offering client portals, advisor tools, and enterprise infrastructure to digitize the full investment lifecycle across public and private markets

InvestReady

North America

SEC‑compliant investor verification platform enabling accredited investor checks for online private placements and crowdfunding

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

Juniper Square

North America

Connected fund operations platform for private markets, unifying fundraising, onboarding, compliance, treasury, reporting, and fund administration

KBRA

North America

KBRA is a global credit‑rating agency providing ratings, research, and analytics across corporate credit, structured finance, financial institutions, and project finance. The firm is widely used by private credit lenders for borrower assessments, sector insights, and ongoing credit surveillance

Kennek

Europe

End‑to‑end lending operating system for alternative lenders, unifying origination, underwriting, servicing, payments, and investor 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

Lantern

Lantern is a data intelligence platform purpose-built for private markets—transforming fund and portfolio data into a single source of truth through AI-powered extraction, reconciliation, and benchmarking

LendFusion

North America · Europe

LendFusion is an end‑to‑end loan management platform for high‑volume specialist lenders. It automates origination, underwriting, servicing, and collections with configurable workflows, AI‑powered decisioning, and deep lending‑domain support. Designed for fast‑scaling lenders, it reduces manual work and centralizes the full loan lifecycle

LevPro AI

North America

Front‑office platform for public and private credit managers, automating research, trading, portfolio management, and compliance workflows

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

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

Mako

Mako transforms how investment professionals interact with data. Its platform ingests unstructured content (calls, filings, news, PDFs) and converts it into structured insights for sourcing, diligence, and monitoring. Designed for private equity, venture, and hedge funds, Mako enables users to ask questions in plain English and receive investor-grade answers

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

Marktlink Capital

Marktlink Capital is a fund-of-funds platform connecting entrepreneurial investors to top-tier private equity and venture capital funds across Europe and North America—leveraging deep sector expertise and a broad international network to democratize access and drive sustainable growth

Masterworks

Masterworks is a regulated art investment platform enabling accredited investors to acquire, hold, and trade fractional shares in iconic fine art masterpieces. Masterworks sources blue-chip artworks, securitizes them into shares, and lists them on its platform, allowing investors to diversify into art with built-in appraisal, storage, and sale management.

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

Meketa

Meketa is an independent investment consulting firm delivering fiduciary counsel, asset‐allocation strategy, manager research, performance measurement, and bespoke analytics to institutional investors

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

Middesk

North America

Business identity platform enabling fast, compliant onboarding, underwriting, and monitoring with direct connections to government data sources

Moody's

Global

Global provider of credit ratings, risk assessment, financial data, and analytics used by banks, asset managers, insurers, and private markets participants worldwide

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

Morningstar

Morningstar is a global leader in investment research and analytics, empowering individuals and institutions with independent data, ratings, and portfolio management tools

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

Nasdaq Private Markets

Nasdaq Private Market operates a trading platform and liquidity infrastructure for private companies, employees, shareholders, and institutional investors. Through its SecondMarket® marketplace, it enables buying, selling, and structured liquidity events (e.g. tender offers, auctions) for pre-IPO shares. It also offers settlement, transfer, data / valuation analytics (Tape D®), and corporate liquidity program support.

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

NEPC

NEPC is a full-service investment consulting firm serving institutional investors across public and private markets—offering strategic advisory, portfolio construction, and manager diligence with deep expertise in private equity, private credit, and real assets

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

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.

Nummary Analytics

Nummary is a fundraising intelligence platform that lets users benchmark companies and funding transactions in seconds. It tracks over 1 million deals and 25 million companies, offers peer valuations, screening filters, investor profiling, and AI-powered research tools to analyze startups, industries, and financial trends.

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

Octus

Europe · APAC · Global

Global credit intelligence and data platform (formerly Reorg) providing real‑time news, legal analysis, financial insights, and proprietary datasets across the full credit lifecycle

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

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

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

OurCrowd

OurCrowd is a global venture investing platform empowering accredited investors with curated startup, venture fund, and alternative credit opportunities through a tech-driven, community-backed marketplace

Oxane Partners

Europe · APAC · Middle East & Africa · Global

Technology‑driven solutions provider for Private Credit+, offering an integrated platform (Oxane Panorama) for portfolio monitoring & reporting, valuations, and agency servicing across complex credit portfolios

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

PCR Financial Aggregation

PCR Financial Aggregation is a financial data aggregation platform offering a managed service that harvests, normalizes, reconciles, and publishes custodial and alternative investment data through a one-time LOA process and automated harvesting technologies for seamless consolidated reporting

Percent

North America

Private credit investment platform connecting accredited investors with short‑duration, high‑yield private credit deals, offering transparency, diversification, and real‑time data

Pereview

Pereview is the commercial real estate industry’s only AI-powered asset management platform that unifies equity and debt investment workflows—optimizing financial performance, visualizing risk, and automating operations throughout the asset lifecycle

PivotalPath

PivotalPath is a hedge-fund research and analytics platform empowering institutional investors with transparent, data-driven due diligence, performance benchmarking, and custom indices for informed allocation decisions

Planr

Planr is an AI‑powered operating system for private equity, designed to centralize fund and portfolio company data into a single intelligence platform, delivering real‑time insights, valuations, and investor‑ready reporting. The AI Operating System for Private Equity, focusing on portfolio monitoring, valuations, and investor reporting. Despite being founded in 1998, its current positioning reflects a modern AI‑native relaunch, targeting GPs, LPs, and portfolio companies in private market

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

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

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.

Private Wealth Systems

Private Wealth Systems is an award-winning portfolio management and reporting platform purpose-built for ultra-high-net-worth individuals and family offices, consolidating multi-bank, multi-currency investment data into customizable reporting, performance analytics, and secure investor portals

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.

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

Provenance Blockchain

Provenance Blockchain is a distributed, proof-of-stake blockchain purpose-built for digital real-world asset tokenization—enabling institutions to issue, transfer, and settle tokenized financial products with built-in compliance, auditability, and high throughput

qashqade AG

Europe · APAC · Global

Private markets economics platform automating waterfalls, carry, fee calculations, and investor reporting with audit‑ready transparency

Rally

Rally is a fractional investing platform enabling users to buy and sell regulated equity shares in high-value collectible assets, creating liquidity and access to items traditionally reserved for museums and institutions

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

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

Regnology

Europe

Regulatory reporting and compliance software for financial institutions

Republic

Republic is a private markets and Web3 investment platform democratizing access to startups, crypto, tokenized real-world assets, and film financing through primary deal offerings, token launchpad services, secondary trading, and institutional-grade blockchain infrastructure

Rimes

Europe · APAC · Global

Enterprise data management platform delivering benchmark, ESG, pricing, and regulatory data to asset managers and asset owners

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

Riskspan

North America

Analytics and modeling platform for structured finance, providing loan‑level analytics, risk modeling, and scenario tools for MBS, ABS, and whole‑loan portfolios

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

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.

S&P Global Market Intelligence

Global

Division of S&P Global providing globally recognized credit ratings, risk insights, and analytical research for corporates, governments, financial institutions, and structured finance markets

Sandia Insights

North America · Europe · Global

Risk intelligence platform for private capital markets, aggregating cyber, sustainability, governance, and financial risk data across portfolios and supply chains

SAP Fioneer

Europe · Global

Enterprise‑grade financial services software provider delivering core banking, insurance, and finance/ESG platforms built on SAP 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

Securitize

North America · APAC · Latin America · Global

Leading platform for tokenizing real‑world assets, enabling issuance, compliance, investor onboarding, and secondary trading of digital securities

Segal Marco Advisors

Segal Marco Advisors is an independent, employee‐owned global investment consultancy with combined advisory assets exceeding $500 billion, providing unbiased advisory, proprietary research, and technology-driven solutions across retirement plans and institutional portfolios

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

Sirion

Sirion is an AI‑powered contract lifecycle management platform that centralizes, analyzes, and monitors complex agreements for enterprise procurement, legal, and finance teams

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

SOLVE

North America · APAC · Global

Multi‑asset fixed income data and analytics platform providing 24M+ daily quotes, predictive pricing, liquidity analytics, and private credit benchmarking

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

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

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.

Start Engine

StartEngine is a crowdfunding platform enabling accredited and non-accredited investors to browse, invest in, and trade primary and secondary offerings of startups, small businesses, and collectibles via Regulation A +, Regulation Crowdfunding, Regulation D, and its alternative trading system

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.

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

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

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

UDP

UDP is an AI-driven data intelligence and asset management platform for real estate owners, unifying disparate property management, financial, and market data to deliver natural-language insights, instant visualizations, automated reports, and predictive analytics that optimize NOI and streamline operations

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

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

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

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

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

Wilshire

Wilshire is a global investment advisory and analytics platform providing institutional and intermediary clients with bespoke advisory services, outsourced CIO solutions, benchmark indexes, and advanced quantitative and ESG analytics

Wiserfunding

Europe · APAC · Global

AI‑driven credit risk platform founded by Professor Ed Altman and Dr. Sabato, providing 30% more accurate SME risk assessments using 800+ data points

Workiva

North America

Reporting, compliance, and audit automation platform used by private markets allocators

WTW

WTW is a global professional services firm integrating risk management, insurance broking, HR and benefits consulting, and capital optimisation through advanced analytics and digital platforms

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