Private Markets Data & Analytics Platforms

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.

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

73 Strings

Europe · APAC · Middle East & Africa · Global

AI‑driven valuation, monitoring, and data intelligence platform for alternative asset managers

9Fin

North America · Europe

AI‑powered debt market intelligence platform providing real‑time news, credit data, analytics, and predictive insights

Aaim

APAC

Asset intelligence and analytics platform enabling banks and credit unions to offer private‑banking‑style asset‑based lending

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

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

Addepar

North America

Multi‑asset data aggregation and reporting platform

Affinity

North America · Global

Relationship‑intelligence CRM for private capital firms, capturing interactions and enriching deal data with AI

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

Alchelyst

North America

An integrated investor solutions and infrastructure partner for private markets asset managers, purpose-built to meet the expanding demands of global private markets

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

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

Alterest

Europe · Global

Platform enabling financial institutions to build data‑heavy, collaborative workflow applications directly on their data warehouse

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

Alternative Soft

Europe

Analytics platform for alternatives, hedge funds, and private markets

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

AltTrack

North America

AltTrack is a portfolio monitoring and analytics platform that helps private market investors track performance, income, cash flows, commitments, allocation, and documents across alternative investments

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

Anduin

North America · Global

Platform modernizing investor onboarding and fund subscription workflows for private markets

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

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

Arcesium

North America · Europe · APAC · Global

Data‑first investment operations platform unifying front‑, middle‑, and back‑office workflows across public and private markets

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

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

AssetMetrix

Europe

Private markets reporting, analytics, and middle‑office outsourcing platform

ATLAS by Holland Mountain

Europe · Global

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

AtomInvest

Europe · Global

AI‑enabled software platform for asset managers, streamlining investor management, portfolio monitoring, and fund administration

Atrean

Global

AI‑powered family office portfolio intelligence platform designed for offices managing $100M - $1B. It consolidates public markets, private funds, direct investments, and multi‑entity structures into a single intelligence layer, with automated capital activity management, document extraction, and voice‑native AI analysis

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

Axial

Axial is a private deal network connecting lower middle market business owners, investors, and advisors with AI-driven recommendations to streamline confidential M&A and capital-raising transactions

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

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

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

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

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

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

Bullpen

North America

AI platform automating research, analytics, and investment memo creation

Burgiss

North America

Private markets data, analytics, and benchmarking provider

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

Caissa

Multi‑asset portfolio analytics and risk platform for allocators

CapInteract

North America

Platform providing interactive analytical content for alternative asset managers, LPs, and fund administrators

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

Cascade Debt

North America

End‑to‑end private credit platform providing verified data, analytics, and monitoring for ABL and specialty finance

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

CB Insights

North America · Europe · APAC · Global

Global market‑intelligence and analytics platform that tracks millions of private companies, investors, deals, and emerging technology trends. Uses AI to surface early signals on markets, competitors, and investment opportunities, helping corporate strategy, M&A, and investment teams make faster, data‑driven decisions

CBRE Investment Management

North America

Global real assets investment manager with internal analytics systems

CEPRES

North America · Europe · APAC

Private markets data and analytics platform providing real‑time, predictive insights across private equity, venture capital, private credit, real estate, infrastructure, and more. CEPRES operates the world’s largest LP/GP data‑exchange network, delivering granular deal‑level data, full cash flows, and high‑quality investment intelligence to support underwriting, portfolio management, and strategic decision‑making

Cerebro Capital

North America

Data‑driven marketplace matching mid‑market borrowers with 2,200+ lenders

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

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

Chronograph

North America · Europe · Global

Next‑generation portfolio monitoring platform for private equity LPs and GPs

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

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

Clipway

Europe

Private markets data extraction and reporting automation platform

Cobalt GP

North America · Europe · APAC · Global

Cobalt GP is Hamilton Lane’s private‑markets analytics and intelligence platform, designed to support GPs with portfolio monitoring, fund analysis, benchmarking, forecasting, and diligence. Anchored by Hamilton Lane’s proprietary data and research, the platform provides deep fund‑ and deal‑level insights, scenario modeling, and performance analytics to help investment teams make data‑driven decisions

Cobalt GP (Hamilton Lane)

North America · Europe · APAC · Global

Cobalt GP is Hamilton Lane’s private‑markets analytics and intelligence platform, designed to support GPs with portfolio monitoring, fund analysis, benchmarking, forecasting, and diligence. Anchored by Hamilton Lane’s proprietary data and research, the platform provides deep fund‑ and deal‑level insights, scenario modeling, and performance analytics to help investment teams make data‑driven decisions

Cobalt LP

North America

Private markets analytics platform built for LPs

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

Colmore

LP operations, fee validation, and data services provider

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

CredCore

North America

Vertical AI platform transforming enterprise debt investing and management with domain‑specific models and expert oversight

Credibur

Europe

API‑ and AI‑first platform automating structured credit operations for non‑bank lenders and institutional capital providers

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

Crunchbase

North America · Europe · APAC · Global

Crunchbase is a global company‑intelligence and private‑market data platform that provides detailed information on startups, growth companies, funding rounds, investors, key people, and industry trends. Originally built as a startup database, it has evolved into an AI‑powered predictive intelligence platform used by investors, sales teams, and market researchers to identify high‑growth companies, track funding activity, and analyze market signals

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

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

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

DealRoom

DealRoom is a buyer-led M&A software platform that centralizes pipeline management, diligence, and post-close integration into a single automated workspace—eliminating silos and accelerating deal execution with embedded AI tools

Dealroom.co

Dealroom.co is a predictive intelligence platform combining live data, machine learning, and a global network of partners to map the world’s tech ecosystems, discover high-growth startups, and deliver forward-looking insights for venture capital and private equity investors

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

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

eFront

Europe · APAC · Global

BlackRock’s private markets platform for PE, private debt, real estate, and infrastructure

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

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

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

FactSet

North America · Global

Global financial data and analytics platform serving institutional investors

Fassport

North America

Data ingestion and reporting automation platform for private markets

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

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

Finsight

North America · Europe · Global

Capital markets technology platform providing tools for new issue workflows, pricing data, and investor engagement

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

Fitch Group

Global

Global credit rating agency providing ratings, research, and analytics across corporate, sovereign, and structured finance markets

Flightline

Flightline accelerates insight generation for private market investors by combining elite consulting expertise with proprietary data and best-in-class AI.

Flippa

Flippa is an AI-enhanced marketplace for buying and selling online businesses—connecting entrepreneurs, investors, and operators with vetted digital assets across e-commerce, SaaS, content sites, and apps

Foresight

North America

Private markets analytics and monitoring platform

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

FundEngine

North America

AI-powered portfolio modeling and forecasting

Fundflow

North America

Digital capital markets platform matching companies with lenders and providing benchmarking data for debt financing

Fundrise

Fundrise is a tech-enabled investment platform that democratizes access to private real estate and venture capital—leveraging AI to optimize portfolio construction, asset management, and investor communications for over 2 million users

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

Gain.pro

Gain.pro is a private market intelligence platform that combines AI-powered data extraction with human-verified insights to help dealmakers find, assess, and act on private company opportunities

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

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

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

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

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

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

Henon

North America

AI‑native financial operations platform providing real‑time portfolio monitoring, forecasting, stress testing, and automated reporting for private equity and private credit firms

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

Hum Capital

North America

AI‑powered funding platform connecting companies with institutional lenders and investors for non‑dilutive capital

Hyperscience

North America

AI-powered intelligent document processing and hyperautomation platform

iALTa

North America · Europe · Global

Private markets infrastructure company unifying fragmented systems through acquisitions and integrated platforms for GPs and LPs

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.

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.

Indus Valley Partners

Europe · APAC · Global

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

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

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

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

IQ‑EQ Cosmos

North America · Europe · APAC · Global

IQ‑EQ Cosmos is an end‑to‑end portfolio monitoring and investment accounting platform designed for private markets investors and asset owners. It provides a single source of truth across the full portfolio, combining investment and accounting books of record into one interface accessible on any device. Cosmos is tightly connected to IQ‑EQ’s Data Platform, enabling high‑quality data ingestion, analytics, and reporting. Beyond technology, IQ‑EQ provides data collection, dashboard configuration, and document‑management services, making Cosmos a hybrid tech‑plus‑services solution for LPs and GPs

Juniper Square

North America

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

KANERAI

Global

Advanced analytics platform for structured credit investors, providing high‑fidelity CLO models, loan‑level data, and scenario tools used by leading credit managers

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

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

Krexin

North America · Europe · Global

Cloud-native ALM and analytics platform for insurers and asset managers investing in private credit, providing integrated valuation, risk, capital, and liquidity analytics across assets and liabilities.

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

Ledgex

North America

Multi‑asset portfolio accounting and reporting system for allocators

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

Liquid LP

North America

LP and GP credit financing platform for private fund interests

LoanStreet

North America

Integrated loan participation and servicing platform used by 1,300+ financial institutions to trade, manage, and analyze loan portfolios

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

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

Martini AI

North America

AI‑powered credit intelligence platform providing real‑time credit ratings, probability of default, and research automation across 3M+ companies

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

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

MercerInsight

North America · Europe · APAC · Global

MercerInsight is a cloud‑based research and analytics platform giving institutional investors access to 6,700+ managers and 35,000+ strategies, including Mercer’s ratings, recommendations, performance data, holdings, and peer‑group analytics. It supports manager selection, monitoring, and competitive analysis for both asset owners and investment managers

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.

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

MindBridge AI

Global · Europe · APAC · North America

MindBridge AI is an autonomous financial oversight and AI‑powered risk‑analytics platform that analyzes 100% of financial transactions to detect anomalies, emerging risks, fraud indicators, and control failures across finance, accounting, and audit environments

Mobius

North America

Private markets portfolio monitoring and reporting platform

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

Morningstar

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

Mosaic

North America

Mosaic is a private‑markets data and analytics platform that centralizes fund, portfolio, and market information for private equity, private credit, and venture investors. It provides performance analytics, benchmarking, and reporting tools that help GPs and LPs understand portfolio drivers, compare results to market peers, and streamline data workflows

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

MSCI

Global

Global provider of indexes, analytics, and risk solutions used by institutional investors across public and private markets, including asset managers, banks, insurers, and pension funds

Mubadala

APAC

UAE sovereign wealth fund with internal analytics and reporting systems

Nammu21

North America · Global

Platform transforming syndicated loan and private credit documents into structured, machine‑readable digital data using the NEL Protocol

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

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

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

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.

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.

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

Octaura

North America · Europe · Global

Industry‑led electronic trading, data, and analytics platform transforming syndicated loan and CLO markets with digitized workflows, real‑time pricing, and integrated analytics

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

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

onPhase

North America

Document automation and workflow platform for financial operations

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

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

Pactfi

North America

End‑to‑end operational infrastructure for private credit transactions, centralizing workflows, data, and cross‑counterparty collaboration to streamline deal closings

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

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

PitchBook

North America · Europe · APAC · Global

PitchBook is a private‑markets data and research platform providing comprehensive intelligence on companies, deals, funds, lenders, and market activity. Its private‑credit datasets support sourcing, underwriting, benchmarking, and portfolio analysis across direct lending and leveraged finance

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

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

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

Preqin

North America · Europe · APAC · Global

Global data provider for private equity, private credit, venture capital, real estate, infrastructure, and hedge funds

Pretim

Europe

Private markets portfolio monitoring and analytics platform

PRISM Private Markets

North America · Global

PRISM is the first native private credit intelligence platform, delivering data, analytics, and actionable insights across the full investment lifecycle. The platform enables deal teams to source opportunities by surfacing refinancing signals and maturity events, validate terms against live market comparables, and monitor portfolio risk through cross held asset alerts. Investor relations teams use PRISM to benchmark fund performance against peers, strengthen LP messaging with objective comparative data, and deliver transparent, data driven reporting.

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.

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

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

Q2 / PrecisionLender

North America · Europe · APAC

PrecisionLender (part of Q2) is a commercial‑lending profitability and pricing platform used by banks to price deals, model scenarios, and improve relationship returns. It provides real‑time coaching, portfolio insights, and analytics that help bankers structure smarter, more profitable loans

Quantium

Latin America · Global

Private markets portfolio monitoring and valuation platform for GPs and LPs across PE, VC, private credit, and real assets

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

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

RavenRisk AI

North America

AI‑powered credit risk platform providing automated underwriting, risk scoring, and portfolio analytics for lenders and credit investors

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

ReBloom

Europe · North America

ReBloom is an AI‑enabled technology infrastructure platform for institutional private‑market secondary transactions

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

Revere

North America

VC manager intelligence and diligence scoring platform

Revi

Revi is an AI-driven private market intelligence platform that interweaves applied AI with proprietary company data to uncover opportunities and generate alpha for private equity, investment banking, corporate development, and consulting teams.

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.”

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

Rossum

Europe

AI-powered document understanding and workflow automation platform

Rouse Services

North America · Europe

Provider of construction equipment market intelligence, offering real‑time valuations, rental metrics, and benchmarking for lenders, rental companies, and dealers

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

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

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

SEI Novus

North America

Multi‑asset analytics and portfolio intelligence platform

SendNow

SendNow is a lightweight DocSend alternative for VC, M&A, finance and advisory teams, offering secure document sharing, page-by-page engagement tracking, access controls, NDA protection, watermarks and branded deal rooms

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

SignalRank

SignalRank is a venture investment platform that builds an index of top Series B private companies using a proprietary, AI‑driven scoring system. Mission: To create a scalable, data‑driven index of private venture‑backed companies, enabling investors to access high‑quality Series B opportunities systematically. Performance: Within two years, SignalRank has become the #2 most active Series B investor globally, with top‑decile performance for its 2023 and 2024 cohorts.

Simcorp

North America · Europe · APAC · Global

Global provider of integrated front‑to‑back investment management software and managed services for asset managers, pension funds, insurers, sovereign wealth funds, and other institutional investors

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

Solovis

North America

Multi‑asset risk and analytics platform

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

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

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

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

Standd

North America · Europe · Global

AI system for high‑stakes decision‑making, automating diligence workflows, scenario modeling, risk identification, and portfolio analysis for PE, credit, and M&A teams

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

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

Street Diligence

North America

Street Diligence provides an AI‑driven deal‑intelligence platform that converts unstructured legal agreements into structured, comparable data. It benchmarks terms across thousands of credit agreements, LPAs, indentures, and M&A contracts, helping private credit and private‑markets teams identify off‑market terms and negotiate stronger protections

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

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

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

Tangible

North America

Analytics platform for private credit investors, providing real‑time portfolio insights, borrower monitoring, and automated reporting

Tegus Credit

North America · Europe · APAC

Tegus Credit provides curated expert calls, transcripts, and market intelligence tailored for private credit and leveraged finance teams. The platform accelerates diligence by aggregating sector insights, borrower‑specific commentary, and thematic research used to evaluate credit risk and underwriting assumptions

Temasek

APAC

Singapore investment company with internal analytics systems

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

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.

Titan

Titan is a modern Registered Investment Advisor delivering fully managed wealth and investment services—personalized portfolio construction, equity-compensation and tax planning, retirement guidance, and real-time advisor updates via video and mobile—powered by proprietary algorithms for automated rebalancing and predictive market analytics

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

Tracxn

Tracxn is an AI-driven private market intelligence and deal discovery platform powering venture capital, corporate development, investment banks, and family offices with comprehensive company coverage, taxonomy, marketmaps, and sector reports

Tranched

Europe · Global

Blockchain-powered securitization infrastructure platform that tokenizes receivables into tradeable tranches, enabling institutional investors to provide capital against predictable cash flows. Tranched provides end-to-end infrastructure for structuring, issuing, and managing tokenized credit facilities backed by real-world assets

Treasury4

North America

Corporate treasury data intelligence and analytics platform

Trullion

North America

AI‑powered accounting automation platform for private markets and audit teams

Trumid

North America · APAC · Global

Electronic trading platform for corporate bonds, providing real‑time pricing, liquidity discovery, and execution for institutional traders

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

Understory

North America · Global

Converts private-company financial documents into standardized, multi-period datasets for use in diligence, monitoring, and downstream systems.

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

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

Valitana

North America · Europe · Global

Analytics and portfolio management platform for CLO and structured credit investors, offering advanced modeling, cash‑flow projections, and multi‑asset workflows

Vantager

Vantager transforms manager due diligence and reporting for limited partners by centralizing GP and fund manager data into an AI-powered data room with intelligent organization, indexing, and KPI tracking

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

Versana

North America · Europe · Global

Industry‑backed digital platform capturing agent bank loan data in real time, providing transparency, accuracy, and straight‑through processing for syndicated loans

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

Vidrio Financial

North America

Allocator platform for data aggregation, monitoring, and 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.

Vyzer

North America

Wealth OS platform for individuals and family offices

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

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

With Intelligence

With Intelligence is a comprehensive alternative asset intelligence platform that powers smarter asset raising, capital allocation, and deal origination with proprietary data on funds, investors, consultants, and deals, complemented by expert editorial insights and exclusive industry events

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

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

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

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

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