Investor Onboarding & KYC/AML Software

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.

4Degrees

North America · Europe · APAC · Global

Private‑markets CRM built for PE, VC, and private credit teams, using relationship intelligence and automated data capture to streamline sourcing, diligence, and deal lifecycle management

Acuity Analytics

North America · Europe

AI‑powered private markets operations platform providing data extraction, automated monitoring, valuations, and reporting for private equity, private credit, venture, and real assets. Combines domain experts with proprietary technology to streamline front‑to‑back investment workflows

Agora

North America

Private‑markets investor portal and reporting platform that helps GPs deliver secure, branded communications and documents to LPs

AI infin8

AI infin8 is an AI innovation lab for financial services—delivering agentic AI agents, regulatory automation, and sentiment & market analysis to streamline compliance, reporting, and operational workflows

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

AlphaSense

AlphaSense is an AI-powered market intelligence and research platform that unifies vast financial and business content—enabling private markets teams to accelerate deal sourcing, diligence, and strategic insights with confidence

Alt360

Alt360 is a technology professional services firm and AI-native platform that integrates fund operations, investor relations, and data analytics for alternative asset managers—streamlining LP/GP communication, fund accounting, compliance, and deal pipeline management through real-time dashboards and automated workflow

AltConvey

AltConvey is an AI-native platform focused on automating private credit workflows through semantic intelligence, lifecycle modeling, and real-time data orchestration

Alternative Investment Exchange

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

Alto

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

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

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

Apex Group / FundRock Technology

Europe · APAC · Global

Apex Group provides a suite of technology platforms supporting fund administration, investor onboarding, digital collaboration, risk reporting, cybersecurity, and tokenized securities lifecycle management. Their solutions span fund accounting, investor services, real estate operations, and regulatory reporting, enabling managers to streamline operations and enhance transparency

Aplos Technologies

North America

Aplos Technologies provides fund‑administration and portfolio‑management software for private‑markets investors and administrators. The platform streamlines accounting, reporting, and data workflows for private equity, venture capital, and alternative investment funds

AQ22

Global

AI platform providing domain‑specific agents for credit underwriting, financial analysis, and compliance workflows

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

AtomInvest

Europe · Global

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

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

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

Bipsync

North America

Bipsync is an AI-powered investment workspace purpose-built for institutional investors. We help teams capture, structure, and leverage collective intelligence at scale – bringing research, decisions, and workflows into one system-of-record. Trusted by the world’s largest asset owners and fund managers, Bipsync supports customizable, intelligent workflows that power unique investment processes and drive operational excellence.

BiteStream

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

BNY

BNY Mellon is a global financial services company overseeing more than $53 trillion in assets, delivering global custody, fund administration, asset servicing, and treasury solutions with a foundation of operational resilience and data-driven insights

bridge

North America

Bridge is a private‑markets data ingestion and workflow platform that centralizes documents, transforms unstructured data, and streamlines reporting for LPs and GPs

Bridge

North America

Platform connecting private market funds with lenders to streamline fund finance transactions

BridgePort

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

Brightriver.ai

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

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

Carriage Models

Carriage Models is a generative AI–powered financial modeling and scenario analysis platform that enables private market professionals to build, customize, and run dynamic valuation and forecasting models with natural-language ease

Caruso

Caruso is an AI-native fund administration and unit registry platform for private market fund managers, modernizing investor onboarding, ownership records, capital raising, distributions, and investor reporting with a single integrated workflow.

Castle Hall's Due Diligence Exchange

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

Centrl

Centrl is an AI-powered third-party risk and due diligence platform tailored for the financial services and investment management industry, offering modular solutions for automating DDQ/RFP workflows, bank network management, vendor risk assessments, and generative-AI questionnaire response automation

Ceviche AI

Ceviche automates multi-entity expense allocation, approvals, and billing for private funds. Designed for compliance and efficiency, it provides transaction-level audit trails, enforces financial controls, integrates with existing systems and accounting GLs, and is built to scale across funds while meeting SOC 2 and SEC requirements.

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

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

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

Credilyst AI

Credilyst AI is an AI-native credit analytics and underwriting platform designed for private credit investors—automating borrower evaluation, portfolio monitoring, and risk scoring across direct lending, structured credit, and private debt strategies

Crowd Street

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

Crystal Capital Partners

Crystal Capital Partners is a portfolio-centric alternative investment platform for financial advisors, enabling seamless sourcing, customization, and management of diversified private fund portfolios with low minimums and consolidated operations

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

DealDogs

DealDogs is an AI-powered platform for business brokers, automating the generation of CIMs, NDAs, teasers, and deal documents while centralizing deal management and follow-up workflows in one workspace

Dealstack

Dealstack is an AI-native operating system for private capital firms—automating ownership management, equity waterfalls, and legal workflows across private equity, venture capital, and M&A law

Delio

Delio is an AI-enhanced private markets technology platform that enables financial institutions to digitize, distribute, and manage alternative investment offerings—streamlining access to private equity, venture capital, private credit, and real assets for wealth clients and institutional investors

Dilligence Vault

DiligenceVault is an AI-powered due diligence and data collaboration platform built for institutional investors and asset managers—streamlining RFPs, DDQs, ESG assessments, and manager monitoring across public and private markets

DwellFi

DwellFi is an AI-first, blockchain-enabled fund operations platform that automates and streamlines private fund administration workflows. Its suite of AI Agents handles repetitive, error-prone tasks—like data reconciliation, document processing, NAV and fee calculations, error detection, and audit-ready execution—freeing teams to focus on strategic, client-facing activities

Dynamo Software

North America · Europe · APAC · Global

Dynamo Software is an end‑to‑end, AI‑powered cloud platform built for the alternative investments ecosystem. It supports GPs, LPs, and service providers with integrated modules for deal management, investor relations, fundraising, portfolio monitoring, fund accounting, ESG tracking, and research management. The platform centralizes data, automates workflows, and provides predictive analytics to help investment teams streamline operations and make data‑driven decisions

EnvestHub

EnvestHub is the singular AI powered hub for private investment research and management. Leveraging generative AI, EnvestHub accelerates investment research and due diligence from weeks to minutes transforming how institutional investors engage, research and invest in private deals.

Envestnet

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

Equi

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

EquityBee

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

EquityZen

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

Exchange Lodge

Exchange Lodge is a data integration and workflow automation platform purpose‑built for the alternative investment industry, helping private markets participants improve data quality, streamline operations, and enhance transparency

Fidelity

Fidelity is a full-stack financial services and wealth management platform that integrates AI across brokerage, retirement, advisory, and institutional workflows—serving millions of investors with personalized guidance, automation, and data-driven insights

Finalis

Finalis is a cloud-based private capital markets ecosystem combining compliance, broker-dealer services, a curated deal network, and AI-powered deal intelligence to streamline M&A and capital raising workflows

Finpilot

Finpilot is an AI-powered knowledge management and research platform for allocators, LPs, RIAs, and wealth managers—centralizing internal and external data to automate manager due diligence, portfolio monitoring, and report generation

FIS Private Capital Suite

North America · Europe · APAC · Global

FIS Private Capital Suite — previously known as Investran — is an institutional‑grade fund accounting and investor reporting platform used by private equity, private credit, venture capital, and fund‑of‑funds managers. It automates complex partnership accounting, streamlines investor communications, and provides real‑time visibility into fund performance, capital activity, and portfolio data. The suite integrates accounting, reporting, and investor management into a unified system designed to reduce manual work, improve accuracy, and support scalable growth

FIS Private Capital Suite (Investran)

North America · Europe · APAC · Global

FIS Private Capital Suite — previously known as Investran — is an institutional‑grade fund accounting and investor reporting platform used by private equity, private credit, venture capital, and fund‑of‑funds managers. It automates complex partnership accounting, streamlines investor communications, and provides real‑time visibility into fund performance, capital activity, and portfolio data. The suite integrates accounting, reporting, and investor management into a unified system designed to reduce manual work, improve accuracy, and support scalable growth

Flightline

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

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

FundAdminChain

Blockchain-based fund administration and reporting

fundcraft

fundcraft is the first unified digital fund operations platform, centralizing and automating every back-office workflow—from reporting and compliance to accounting, transfer agency, corporate secretary, and portfolio management—for Venture Capital, Private Equity, and Funds of Funds

FundOS

North America

Digital fund operations and investor onboarding platform

Fundwave

North America · Europe · APAC

Fundwave is an all‑in‑one fund administration and operations platform built for venture capital, private equity, impact funds, family offices, SPVs, real estate funds, and fund‑of‑funds. It unifies deal management, portfolio monitoring, investor relations, capital accounting, and reporting into a single customizable system. The platform automates capital calls, allocations, NAV statements, and financial reporting while providing dashboards, templates, and an investor portal to streamline communication and reduce manual work

Gen II Technology Suite

North America · Europe · APAC · Global

The Gen II Technology Suite is a collection of proprietary, cloud‑based platforms designed to modernize private capital fund administration. The suite includes tools for data ingestion, treasury management, document collaboration, waterfall automation, reporting, analytics, and investor experience. Built specifically for private markets, these applications centralize data, enhance transparency, and streamline workflows for fund sponsors, investors, and service providers

GeoWealth

GeoWealth is a turnkey asset management platform (TAMP) and enterprise wealthtech infrastructure provider—leveraging AI to empower RIAs, broker-dealers, and asset managers with scalable portfolio management, trading, and reporting solutions

GLASfunds

GLASfunds offers a comprehensive ecosystem for alternative investing, combining institutional access, consolidated reporting, and customizable portfolio workflows—all under a single digital subscription

Goji

Goji is a fintech platform specializing in the servicing and distribution of private market funds. Acquired by Euroclear in 2022, Goji powers a global digital infrastructure for private fund access, enabling scalable growth through automation, connectivity, and real-time data synchronization

goodfin

Goodfin blends institutional-grade sourcing with frontier AI to unlock private market opportunities for individuals, family offices, and RIAs. Its platform pools capital into managed vehicles, enabling access to exclusive deals with no minimums, while its AI concierge powers research, allocation, and execution

GovernGPT

GovernGPT is an AI-native RFP and DDQ automation platform for asset managers—streamlining investor response workflows with GenAI-powered content generation, version control, and compliance-ready audit trails

Gridline

Gridline delivers a modern infrastructure for alternative investing, combining fund creation, investor onboarding, performance analytics, and compliance automation into a single platform. It supports direct funds, thematic portfolios, and customized vehicles, all backed by institutional-grade diligence and AI-enhanced workflows

Hanover Park

Hanover Park is an AI-native fund administration platform purpose-built for venture capital and private market funds, offering real-time data transparency, automated workflows, and portfolio intelligence

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

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

Hypercore AI

North America

End‑to‑end loan management platform for private credit lenders, automating operations from origination to servicing

iCapital

iCapital is a global fintech platform that simplifies access to alternative investments for financial advisors and institutions—digitizing the entire lifecycle from subscription to reporting across private equity, credit, hedge funds, and structured notes.

iConnections

North America

AI-powered LP–GP capital introduction and relationship intelligence platform

iLevel

North America · Europe · APAC · Global

iLEVEL is S&P Global’s flagship private‑markets portfolio monitoring and analytics platform, used by 700+ asset managers and allocators to centralize investment data, automate reporting, and create a single source of truth across private equity, private credit, venture capital, real estate, and private debt portfolios. The platform streamlines data collection, supports valuations, enables benchmarking (including Cambridge Associates integrations), and provides interactive dashboards for performance, exposure, and scenario analysis. It is supported by S&P’s Managed Data Services and Advisory teams for scalable operations and implementation

iLevel (S&P Global)

North America · Europe · APAC · Global

iLEVEL is S&P Global’s flagship private‑markets portfolio monitoring and analytics platform, used by 700+ asset managers and allocators to centralize investment data, automate reporting, and create a single source of truth across private equity, private credit, venture capital, real estate, and private debt portfolios. The platform streamlines data collection, supports valuations, enables benchmarking (including Cambridge Associates integrations), and provides interactive dashboards for performance, exposure, and scenario analysis. It is supported by S&P’s Managed Data Services and Advisory teams for scalable operations and implementation

Inveniam

Inveniam is a decentralized data infrastructure platform for private market assets—transforming unstructured documents into credentialed, auditable, and tradable data using blockchain and AI

InvestCloud

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

InvestReady

North America

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

Juniper Square

North America

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

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

LedgerComm

North America · Europe · Global

Loan agency and settlement platform connecting lenders, borrowers, and agents with automated workflows for notices, rollovers, payments, and covenant tracking

LendFusion

North America · Europe

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

Leverest

Europe

Private capital markets OS enabling PE firms, lenders, and advisors to manage financing workflows, access a lender network, and streamline deal execution

Lightico

North America · Europe · APAC · Global

Lightico is a digital‑completion platform that streamlines high‑friction customer processes—like loan originations, claims, onboarding, and service requests—into fast, mobile‑first sessions. It bundles eSignatures, ID verification, document upload, payments, and forms into a single real‑time workflow to reduce handling time and boost completion rates

Linedata

Linedata is a global financial technology and services provider offering modular software, data analytics, and outsourcing solutions for asset managers, hedge funds, private credit firms, and lending institutions

Liquid LP

North America

LP and GP credit financing platform for private fund interests

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

Maestro

Founded by Accordion and backed by S&P Global Market Intelligence, Maestro helps PE sponsors modernize their portfolio management workflows. Its platform enables curated dashboards, initiative tracking, and stakeholder alignment—empowering Chief Transformation Officers (CTrOs), operating partners, and management teams to execute value creation plans more effectively

Mantle

North America

Mantle is building modern solutions AI‑powered data operations and document intelligence platform for managing private assets, from cap tables to capital calls

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.

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.

Middesk

North America

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

mool.ai

Mool.ai is an AI-assisted fund operations platform that streamlines fund administration and operations for asset managers—automating data management, reconciliation, reporting, and compliance through advanced machine learning and NLP

Moonfare

Moonfare is a digital private equity and alternatives platform offering accredited investors curated fund access, direct deals, co-investments, semi-liquid products, and a secondary trading marketplace through a fully paperless experience

Morphic

Morphic is an AI-native no-code creative agency platform that automates brand strategy, design, copy, and website development to deliver custom websites and marketing materials for startups and professional services firms

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

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.

NAV Fund Administration Platform

North America · Europe · APAC · Global

NAV is a global fund administrator providing technology‑enabled services across hedge funds, digital assets, private equity, venture capital, real estate, and multi‑manager platforms. With 30+ years of experience, $350B+ AUA, and 2,300+ clients, NAV delivers proprietary systems that automate complex fund operations, high‑volume trade processing, and investor servicing

nCino

North America · Europe · APAC · Global

nCino is a global cloud‑banking platform used by 2,700+ financial institutions worldwide. It unifies onboarding, loan origination, account opening, document management, analytics, and compliance into a single operating system for banks and credit unions. The platform accelerates lending decisions, reduces manual processes, and integrates deeply with core systems and third‑party data sources

Nomad Data

Nomad Data is an AI-powered data relationship and discovery platform that helps organizations unlock insights from internal documents and external datasets, streamlining access to over 4,700 data providers

Norm AI

Norm AI is a Regulatory AI platform that turns laws, regulations, and firm policies into AI-driven agents, streamlining legal and compliance workflows for financial institutions managing over $30 trillion in assets

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.

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

OntoGuard AI

OntoGuard AI is an AI-native governance and compliance platform—designed to help enterprises automate policy enforcement, regulatory mapping, and audit workflows using structured ontologies and semantic intelligence

Ontra

North America · APAC · Global

AI‑powered legal operating system for private markets, automating contract negotiation, obligation tracking, entity management, and KYC with human‑in‑the‑loop support

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

OVE Capital

Europe

Digital platform providing access to private market investments

Pactfi

North America

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

Palico

North America

Marketplace for private equity secondaries and fund interests

Pando

Pando is the only open network for alternative investing—providing a commission-free, non-curated fintech platform that unites wealth managers, asset managers, and broker-dealers to streamline deal discovery, distribution, execution, and post-transaction reporting

Passthrough

Passthrough is a digital subscription document and compliance automation platform for private markets fund managers, enabling frictionless investor onboarding, KYC/AML screening, and real-time workflow coordination

PayLaterr

North America

Consumer bill‑pay platform that pays bills upfront (rent, utilities, insurance, car payments, etc.) and allows users to repay in flexible installments with automated on‑time payments

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

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

pleasefix.ai

Pleasefix.ai is an AI-enhanced workflow automation platform for finance and strategy teams, embedding directly into Excel, PowerPoint, and Word to automate analysis, reporting, and presentation workflows

PledgePath

North America

Fundraising and investor engagement platform for private markets, streamlining LP outreach, tracking, and pipeline management

PortF

PortF is an AI-powered portfolio monitoring platform built for private markets and institutional investors—unifying portfolio data into a single connected view, delivering real-time analytics, AI-driven workflows, and seamless integration with existing systems to automate up to 90% of routine tasks

PPB Capital Partners

PPB Capital Partners is a full-service alternative investments partner for wealth advisors, powered by PPBx—an open-architecture platform that delivers custom private funds, tailored strategies, and institutional-grade access with white-glove operational support

PredictAP, Inc.

PredictAP is an AI-powered invoice coding platform built specifically for real estate accounts payable teams. It ingests invoices via email or API, learns from historical coding patterns to automatically assign vendors, GL codes, expense accounts, and cost allocations, and delivers fully coded invoices for approval within seconds while integrating seamlessly with leading AP automation systems.

Privateblok

PrivateBlok is a GenAI-powered, agentic private markets platform that consolidates structured and unstructured deal and portfolio data, automates ingestion and diligence workflows, and delivers conversational analytics and real-time insights for investors and fund operators.

ProSights

ProSights is an enterprise AI automation platform for finance professionals—streamlining document extraction, charting, and report generation with finance-tailored AI models, secure workflows, and full auditability

Proteus

Proteus is a private market investment platform purpose-built for RIAs and family offices—designed to deliver curated access to private equity, credit, real assets, and hedge funds through a digital, compliance-ready infrastructure. It streamlines fund discovery, subscription, and reporting across alternative investments

Provenance Blockchain

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

PUY

North America

Marketplace for private investments and alternative funds

Rally

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

Ramp

Ramp is a modern finance automation platform that partners with private equity firms to accelerate value creation across portfolio companies through AI-powered spend management, workflow automation, and real-time financial insights

ReBloom

Europe · North America

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

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

Risk-Enterprise

Risk-Enterprise is a global AI-driven credit risk assessment and management platform offering transparent, end-to-end PD/LGD/ECL modeling across corporate, project, SME, real estate, and crypto asset classes, with built-in ESG and climate-risk analytics to guide lenders and investors worldwide

Rogo

Rogo is a secure, enterprise-grade AI platform built for finance professionals—powering investment banking, private equity, and research teams with custom-trained LLMs and AI agents that integrate internal and external data to automate research, analysis, and presentation workflows across PowerPoint, Excel, and Word

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.

Scend

Scend is the operating system for M&A deals—an AI-native platform that streamlines buyer list generation, deep research, market mapping, and origination workflows for investment banks, private equity firms, consultancies, and corporations

Securitize

North America · APAC · Latin America · Global

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

Segal Marco Advisors

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

SEI Investments

SEI Investments Company delivers technology and investment solutions, offering investment processing, operations, and asset management services to corporations, financial institutions, and ultra-high-net-worth families

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

Skydogs Ops

North America

Skydogs Ops provides an operations‑automation platform purpose‑built for private credit and private‑markets firms. It centralizes data flows, automates recurring operational tasks, and connects disparate systems to streamline reporting, monitoring, and fund‑operations workflows

Skyfire

kyfire is the agentic commerce platform powering autonomous payments and identity verification for AI agents, enabling secure, instant, global machine-to-machine transactions and monetization of digital services

Solifi

North America · Europe · APAC · Global

Solifi provides a unified lending technology platform supporting secured finance, including asset‑based lending, equipment finance, factoring, and automotive finance. The platform centralizes loan operations, automates servicing workflows, and provides real‑time portfolio visibility for lenders across private credit and specialty finance

Sonar

North America

Sonar is a portfolio‑monitoring and data‑automation platform built for private credit and private‑markets investors. It centralizes borrower financials, automates covenant and KPI tracking, and streamlines recurring reporting workflows for underwriting and portfolio‑management teams

Sonata One

Europe

Global private funds onboarding, KYC, subscription, and clearinghouse platform

Soteria Market

North America · Global

Soteria Market is a digital insurance marketplace that connects brokers, carriers, and insureds through a unified platform. It streamlines quoting, binding, and policy management while improving distribution efficiency for specialty and commercial insurance products

Spenda

APAC

Integrated business payments and operations platform enabling SMEs and enterprises to streamline invoicing, payments, lending, and reconciliation

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

Starlight AI

Starlight AI delivers enterprise‑ready AI agents that automate due diligence, deal origination, and portfolio monitoring for private market investors.

Start Engine

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

Steward

Steward is an AI-first AML platform purpose-built for complex investor onboarding and ongoing monitoring. From trusts and family offices to layered corporate structures, Steward unifies document collection, screening, risk assessment and periodic reviews - helping asset managers, admins and banks deliver friction-free onboarding built for the AI age.

Subscribe

Subscribe is an operating system that replaces the archaic infrastructure of private fund investments by offering fund managers, investors, and service providers a central platform to streamline investor onboarding, subscription documents, AML/KYC, fund closings, and post-trade reporting throughout the fund lifecycle

Synply

North America

Synply is a modern loan‑syndication platform built by former bankers and incubated within Live Oak Bank. It streamlines the entire syndicated‑lending lifecycle—origination, structuring, approvals, servicing, and ongoing portfolio management—replacing spreadsheets and email‑driven workflows with automated, auditable processes

Tamarix Technologies

Tamarix Technologies is a private markets data ops platform that automates end-to-end LP workflows—ingesting GP documents, extracting and validating key fund data, reconciling accounts, generating tailored reports, and delivering portfolio analytics through AI-plus-human co-pilot agents for smarter decision-making

Templum

Templum is a digital-first private markets infrastructure and marketplace platform that unifies the entire alternative investment lifecycle—powering its Templum One ecosystem and Templum as a Service to deliver seamless access, execution, and automation across private equity, credit, real assets, and secondary market liquidity

Tenor Digital

North America

Digital lending and servicing platform enabling lenders to originate, service, and collect loans with automated borrower workflows

TimVero

North America

End‑to‑end lending platform enabling lenders to originate, underwrite, service, and collect loans with automated workflows

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

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

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

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.

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

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

Verivend

North America

Payments and investment management platform for private capital markets, enabling GPs and LPs to raise, deploy, and distribute capital in minutes

Vessel

Vessel is an AI-powered fundraising and investor relations platform that connects every phase of the LP journey—from outreach and pre-marketing to closing, reporting, and co-investments—automating workflows and delivering personalized LP experiences without spreadsheet chaos

VESTBERRY

Vestberry is a portfolio intelligence platform for venture capital and private equity firms that consolidates all fund and portfolio data into a single source of truth, delivering interactive dashboards, automated KPI calculations, and ILPA-compliant LP reporting

Vestlane

Europe

Digital investor onboarding and KYC/AML automation for private funds

Vizmark

Vizmark delivers AI‑driven intelligence and workflow solutions that empower private markets professionals to analyze, visualize, and act on complex investment data with clarity and speed.

WealthAi

WealthAi is an AI-native operating system for wealth management, providing an agentic co-pilot interface and integrated marketplace to automate complex tasks, connect data sources, and deliver persona-tailored workflows for wealth managers, private banks, asset managers, and advisers

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

Xclaim

North America

Marketplace for trading bankruptcy claims