ESG & Sustainability Software for Private Markets

9Fin

North America · Europe

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

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

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

AtomInvest

Europe · Global

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

Auquan

Europe · Global

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

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.

BlackRock

Global

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

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

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

Chronograph

North America · Europe · Global

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

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

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.

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

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

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

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.

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

Flightline

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

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

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

Gearbox

North America · Global

Gearbox Capital is a growth‑equity firm that partners with bootstrapped, founder‑led technology businesses. The firm focuses on “responsible growth,” helping companies scale sustainably over a 10‑year horizon. Gearbox brings structured frameworks across product, go‑to‑market, talent, partnerships, and M&A to accelerate value creation while preserving founder ownership and culture

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

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

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

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

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

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

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

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

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

Morningstar

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

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

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

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

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

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

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

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

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

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.

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

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

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