Investor Reporting Software for Private Funds

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

73 Strings

Europe · APAC · Middle East & Africa · Global

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

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

Accordion

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

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

Addepar

North America

Multi‑asset data aggregation and reporting platform

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

Aksia

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

Allocate

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

Allocator

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

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

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

Altegra Ops

Global

Altegra Ops is a boutique outsourced back-office practice for lean-team single and multi-family offices, funds-of-funds, and foundations with growing GP relationship counts. We handle GP document ingestion, categorization, and deadline tracking, plus LP reporting, data normalization, and capital account reconciliation, working alongside whatever systems are already in place rather than replacing them

Alter Domus

North America · Europe · APAC · Global

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

Alternative Investment Exchange

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

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

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

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

AltVia

North America

Salesforce‑based CRM and workflow platform purpose‑built for private capital fundraising, deal flow, and LP engagement

AMOS

Global

Open‑source data platform for investment funds, unifying fragmented data into a governed operational layer

AnalystAI

AnalystAI is an AI-native M&A advisory platform combining AI and experienced dealmakers to accelerate sell-side and buy-side transactions with living buyer intelligence and automated deal execution

Anaplan

Anaplan is an AI-infused scenario planning, analysis, and reporting platform that connects and activates data across the enterprise for precise, predictive, and generative insights in real time

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

Aquaty

Europe

Reporting and investor‑communication platform for private markets

Arc

North America

Intelligent cash‑management and capital‑markets platform for technology companies, offering yield, payments, and AI‑powered financial analysis

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

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

Atlas Invest

Europe

AI‑supported bridge‑financing platform offering fast underwriting, quotes, and deal execution for brokers and investors

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

Automated Data

North America

AI‑powered data extraction and workflow automation platform for private credit and commercial lenders, transforming unstructured borrower documents into structured, decision‑ready data for underwriting and ongoing monitoring

AutoRek

AutoRek is an AI-powered reconciliation, data control, and compliance platform that automates matching, exception management, and regulatory reporting at scale in real time

Bankstride

North America

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

Baseline

North America

Modern loan origination and servicing platform purpose‑built for private real estate lenders

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

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

bridge

North America

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

Bridge Legal

North America

AI‑driven workflow and case‑management platform for law firms

BridgePort

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

Brightriver.ai

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

Broadridge Financial Solutions

North America · Europe · APAC · Global

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

Brownloop

Brownloop’s Kairos is an intelligence operating system for private equity teams that compounds firm knowledge across sourcing, diligence, portfolio management, and LP engagement through purpose-built AI agents and unified workflows

Bunch Capital

Europe

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

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

Canoe Intelligence

North America · Europe · Global

AI platform automating document collection and structured data extraction for alternative investments

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

Carta

Global

End‑to‑end platform connecting private capital workflows across startups, VCs, PE firms, and LPs

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.

CBRE Investment Management

North America

Global real assets investment manager with internal analytics systems

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

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

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

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

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

Credilyst AI

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

Crowd Street

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

Crystal Capital Partners

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

CSC

CSC is a global leader in registered agent, entity services, fund administration, compliance, tax, capital markets, and digital brand & cyber-risk management solutions, powering every stage of the business lifecycle

CXC

APAC · Global

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

daappa

Europe · APAC · Global

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

Dasseti

Global

AI‑powered due diligence, manager research, ESG data collection, and monitoring platform used by institutional investors, consultants, asset managers, and private‑markets allocators. It digitizes DDQs, RFPs, ESG data, manager monitoring, and investment due diligence workflows, enabling faster data collection, automated analysis, and streamlined reporting

Datox

Europe

Datox is a UK‑based RegTech platform that automates financial regulatory reporting for private funds and institutional managers, using AI to extract, validate, and prepare multi‑jurisdictional filings including FCA, ESMA, and SEC reports. Founded in 2023–2024 as a university spinout, the company focuses on eliminating manual reporting complexity through AI‑driven workflows

DealCloud

DealCloud is a configurable deal and relationship management platform for private markets, integrating CRM, pipeline tracking, and workflow automation to support fundraising, origination, and deal execution across the investment lifecycle

Dealpath

North America · Global

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

Dealstack

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

Delio

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

Dilligence Vault

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

Domos FS

North America · Europe · Global

Cloud‑native alternative investment platform (now part of SimCorp) supporting PE, debt, real assets

DUCO

Duco is an AI-native data automation platform for financial institutions, specializing in operational efficiency through no-code reconciliation, transformation, and exception management

DwellFi

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

Dynamo Software

North America · Europe · APAC · Global

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

eFront

Europe · APAC · Global

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

Entrilia

North America · Europe · Global

Cloud‑native platform for private capital fund operations with AI‑assisted accounting and reporting

EnvestHub

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

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

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

Fassport

North America

Data ingestion and reporting automation platform for private markets

Fence

North America

SaaS platform automating operations for warehouse lines, securitizations, and borrowing base facilities

FEVanalytics

North America

FEV Analytics provides valuation and risk‑analytics software for private credit and private equity investors. The platform standardizes borrower‑level data, applies consistent valuation methodologies, and delivers automated reporting to support underwriting, monitoring, and audit‑ready valuation processes

Finalis

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

FINASTRA

Europe

Finastra is a global financial‑technology provider offering end‑to‑end lending, treasury, and banking systems for banks, private credit lenders, and specialty‑finance institutions. Its platforms support origination, underwriting, servicing, collateral management, and regulatory compliance across commercial and consumer lending

Finbourne Technology

FINBOURNE Technology is a cloud-native financial data platform that uses AI to unify, govern, and analyze investment data across asset managers, banks, hedge funds, and sovereign wealth funds—powering decision-making, compliance, and operational efficiency

Finpilot

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

FIS Private Capital Suite

North America · Europe · APAC · Global

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

FIS Private Capital Suite (Investran)

North America · Europe · APAC · Global

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

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

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

FundEngine

North America

AI-powered portfolio modeling and forecasting

Fundframe

Europe

LP operations platform for sourcing, diligence, monitoring, and forecasting

FundPanel

North America

LP reporting and investor portal platform

Fundpeak

North America

Investor reporting and portal software

Fundrbird

Europe

Fund reporting and investor portal platform

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

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

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.

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

Hypercore AI

North America

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

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

Indus Valley Partners

Europe · APAC · Global

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

Infact Systems

North America

Real‑time credit bureau providing lenders with a single API for credit search, reporting, and risk decisioning

Intralinks

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

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

InvestorFlow

North America · Europe · Global

AI‑powered front‑office platform for private markets, unifying capital formation, deployment, and investor services across PE, credit, real assets, and venture

Investrova

Global

AI‑powered portfolio intelligence and value‑creation platform for private equity and family offices, unifying portfolio data and generating board‑ready reporting

Invisible Technologies

Invisible Technologies (Invisible AI) builds enterprise-grade, outcome-focused AI systems that combine human judgment with machine scale to solve operational bottlenecks across compliance, risk, customer insight, hiring, and other high-stakes workflows.

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

Kennek

Europe

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

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.

Kurtosys

Europe

Digital reporting, investor portals, and data distribution platform for asset managers

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

LemonEdge

Europe · APAC · Global

Next‑gen private markets fund accounting platform with event‑driven transactions, multi‑ledger support, and customizable workflows for complex fund structures

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

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

LoanStreet

North America

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

Lodas Markets

Lodas Markets provides a centralized venue for buyers and sellers of non-traded REITs and other private market assets. Its platform offers price discovery, trade execution, and settlement infrastructure, helping investors unlock liquidity in traditionally illiquid holdings

LP Analyst

LP Analyst centralizes fund and portfolio data for institutional investors, enabling real-time performance tracking, ESG forecasting, fee validation, and operational due diligence. Its cloud-native infrastructure supports endowments, pensions, family offices, and sovereign wealth funds with scalable intelligence and compliance workflows

Lumonic

North America · Europe · Global

AI‑native portfolio monitoring platform for private credit and private equity, automating data ingestion, covenant tracking, and reporting

Maestro

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

Mako

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

Mantle

North America

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

Marktlink Capital

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

Masttro

Masttro is a subscription-based family office platform that centralizes wealth data aggregation, reporting, document management, and client engagement—priced by scope, not AUM, with military-grade encryption and Swiss-hosted infrastructure

Maybern

North America

AI‑driven operating system for private funds, unifying financial and operational data to modernize back‑ and middle‑office workflows for fund CFOs

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

Mesoica

North America · Europe · Global

Data automation platform for alternative investment managers, automating portal logins, document collection, extraction, validation, and reporting workflows

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

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

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

Mubadala

APAC

UAE sovereign wealth fund with internal analytics and reporting systems

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

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

Norm AI

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

Northern Trust

Northern Trust is a global financial services firm specializing in asset servicing, investment management, and wealth management—serving institutional investors, corporations, and ultra-high-net-worth individuals with deep expertise in private markets, data infrastructure, and fiduciary governance

Novata

North America

ESG data collection and reporting platform for private markets

Novum

Novum is building a “Funding OS for Fintech” — a platform designed to streamline and manage funding, financing, or capital-flows for fintechs. It appears to be launching soon.

Obin AI

North America

Obin AI provides an automated underwriting and financial‑analysis platform that ingests borrower documents, extracts structured financial data, and generates credit insights. It is used by private credit, venture lenders, and specialty‑finance teams to accelerate diligence and reduce manual financial‑spreading work

Ocorian

Ocorian is a global provider of fund administration, fiduciary, and corporate services—specializing in complex structures across private equity, real estate, infrastructure, and credit. It supports GPs, LPs, and institutional clients with scalable operations, compliance, and governance infrastructure

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

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

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

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

PEI Group

North America · Europe

PEI Group Solutions provides private‑markets research, benchmarking, fundraising intelligence, and market insights used by LPs and GPs for reporting, market context, and industry analysis

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

Planr

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

pleasefix.ai

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

PortF

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

PPB Capital Partners

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

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

Qapita

APAC

Equity management and cap table platform for private companies

qashqade AG

Europe · APAC · Global

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

Quantium

Latin America · Global

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

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

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

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

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

Scalata

North America · Global

Generative AI framework for credit markets, automating data ingestion, modeling, reporting, and end‑to‑end credit workflows for lenders and structured finance teams

Scayl

Europe

Debt funding platform connecting fintech lenders with banks, providing scalable credit facilities and automated reporting infrastructure

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

Setpoint.io

North America

Capital markets operating system powering warehouse facilities, forward flow programs, and securitization workflows with automated calculations, reporting, and collateral verification

Shelton AI

Shelton AI is an AI-native platform for institutional private markets portfolio management and analytics—centralizing data ingestion, performance attribution, risk management, and capital pacing into a single command center that empowers limited partners with forward-looking insights and operational control

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

Sirvatus

North America

Loan administration platform purpose‑built for private credit funds, supporting complex deal structures and automated loan tracking. Acquired by Carta to power Carta Loan Operations

Skydogs Ops

North America

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

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

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

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

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

Starlight AI

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

Stout / Houlihan Lokey Tech

North America · Europe · APAC

Technology‑enabled valuation, diligence, and portfolio‑monitoring solutions used by private‑markets investors and lenders to assess performance, risk, and deal economics

Structify

Structify is an AI-powered data automation platform that provides no-code web scraping, document processing, integration, cleaning, and BI agents to transform disparate sources into clean, analysis-ready datasets

Subscribe

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

Synply

North America

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

Taghash

Taghash is a unified private capital operations platform that centralizes dealflow, portfolio, fund, and LP management—empowering private equity, venture, fund-of-funds, venture debt, and family office teams with end-to-end workflow automation, intelligent data orchestration, and actionable analytics

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

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

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

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

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

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.

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

Verified Metrics

North America · Europe · Global

AI‑powered diligence and valuation platform automating data collection, cleaning, modeling, and IFRS‑compliant valuation reporting for private markets

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

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

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

Workiva

North America

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

WTW

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

Yardi

Yardi is a global real estate software provider delivering integrated property management, investment management, procurement, energy management, and training solutions, energized by its Virtuoso AI platform that deploys customizable agents, native AI features, and real-time connectors for end-to-end operational automation