Portfolio Monitoring Software for Private Credit

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.

73 Strings

Europe · APAC · Middle East & Africa · Global

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

9Fin

North America · Europe

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

ABLSoft

North America

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

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

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

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

Alkymi

Global

AI‑powered platform that extracts, structures, and delivers private markets data from unstructured documents into real‑time datasets

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

AlphaStream

North America · APAC · Global

AI platform transforming private credit documents into structured, real‑time intelligence with 99% accuracy

Alterest

Europe · Global

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

Alternative Soft

Europe

Analytics platform for alternatives, hedge funds, and private markets

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

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

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

AssetMetrix

Europe

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

AtomInvest

Europe · Global

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

Atrean

Global

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

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

Backstop Solutions

North America

Multi‑asset research management, CRM, and portfolio monitoring platform

Bankstride

North America

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

Benchmark

Benchmark is an AI-powered workspace for investment firms that accelerates due diligence, automates repetitive deal-lifecycle tasks, and turns unstructured data into verifiable, actionable insights

Binocs.co

Binocs is an agentic AI-powered due diligence and strategic advisory platform for private equity firms, investment banks, corporate development teams, and SME lenders, automating industry deep dives, financial analyses, and structured deal and credit memos with traceable, >98% accuracy

Bipsync

North America

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

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.

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

Burgiss

North America

Private markets data, analytics, and benchmarking provider

Caissa

Multi‑asset portfolio analytics and risk platform for allocators

CapInteract

North America

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

CARDO AI

Europe · Middle East & Africa · Global

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

Cascade Debt

North America

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

Cenerus

North America

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

CEPRES

North America · Europe · APAC

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

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

Claira

North America

AI-native platform that structures deal terms, extracts data, and accelerates underwriting for private credit

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

Corastone

Corastone is a modern infrastructure platform for private markets, enabling straight-through processing of subscriptions, capital calls, tenders, and redemptions through a single API and permissioned blockchain–based shared data network for seamless counterparty integration, operational efficiency, and visibility across the investment lifecycle

Cordada

Latin America

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

Covenant

Covenant is an AI-native law firm platform embedded within a legal practice, delivering AI-powered investment legal diligence, contract review, and issue-spotting for private market investors through multi-model AI analysis coupled with expert lawyer verification

CovenantIQ

North America

AI‑powered covenant monitoring platform for middle‑market lenders

CovenantPulse

North America

CovenantPulse is an AI‑driven covenant monitoring and compliance platform that automates covenant validation, tracks loan agreements, and provides real‑time alerts on breaches or deteriorating covenant quality. Built by Acuity Analytics/Acuity Knowledge Partners, it strengthens credit risk governance by combining automated calculations with expert oversight, enabling lenders to maintain consistent monitoring and gain full visibility into portfolio health

CredCore

North America

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

Credibur

Europe

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

Credilyst AI

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

CreditSights

North America · Europe · APAC · Global

Independent global credit research platform providing analysis, covenants, news, and data across public and private credit markets

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

daappa

Europe · APAC · Global

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

DCCP Deutsche Credit Capital Partners

Europe

European private credit asset manager focused on mid‑market direct lending across DACH and Europe

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

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

Domos FS

North America · Europe · Global

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

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

EnFi

North America

AI‑native lending platform converting unstructured documents into actionable credit insights

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

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

F2 AI

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

FactSet

North America · Global

Global financial data and analytics platform serving institutional investors

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

FINASTRA

Europe

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

Finbourne Technology

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

Finley

North America

Modern loan administration platform for private credit funds and banks

Finpilot

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

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

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

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

GeoWealth

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

GLASfunds

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

Goldslate

North America · Global

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

Hanover Park

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

Harmonic

North America · Europe · APAC · Global

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

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

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

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

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

Karus

North America · Europe

AI platform automating underwriting and credit analysis by extracting, structuring, and analyzing financial and legal documents

KBRA

North America

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

Keye

North America

Keye provides an AI underwriting and financial‑data automation platform used by private credit, venture lenders, and specialty‑finance firms. It ingests borrower documents, extracts and structures financial data, and generates automated credit analyses to accelerate underwriting and monitoring

Klee Capital Venture (CV4)

Global

Klee Capital Venture is a private‑markets software publisher offering CV4, a full‑scope operational platform used by LPs, GPs, FoFs, AIFMs, and servicers to manage CRM, deal flow, fund operations, investor activity, portfolio monitoring, and reporting

Kroll Private Capital Markets Platform

North America · Europe · APAC · Middle East & Africa · Global

Private capital valuation platform enabling firms to capture, manage, and analyze investment data at scale with automated valuation models and centralized workflow

Lantern

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

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

Ledgex

North America

Multi‑asset portfolio accounting and reporting system for allocators

Leverest

Europe

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

LevPro AI

North America

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

Linedata

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

Liquid LP

North America

LP and GP credit financing platform for private fund interests

Liquidity Group

APAC · Global

Global AI‑powered private credit lender deploying flexible growth capital with proprietary decision‑science underwriting and portfolio monitoring

LP Analyst

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

Lumonic

North America · Europe · Global

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

Maestro

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

Mako

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

Mantle

North America

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

Martini AI

North America

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

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

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

Morningstar

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

Mosaic

North America

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

MSCI

Global

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

Mubadala

APAC

UAE sovereign wealth fund with internal analytics and reporting systems

Nammu21

North America · Global

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

Northern Trust

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

Novum

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

Nummary Analytics

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

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

Octus

Europe · APAC · Global

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

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

OSYTE

Osyte is the only ML/AI–enabled multi-asset portfolio monitoring, rebalancing, and trading platform—unifying liquid and illiquid assets under one roof to slash operational costs and accelerate decision-making for OCIOs and asset managers

OurCrowd

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

Oxane Partners

Europe · APAC · Middle East & Africa · Global

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

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

PE Front Office

APAC

CRM, deal pipeline, and portfolio monitoring suite for private capital

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

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

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

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.

Q2 / PrecisionLender

North America · Europe · APAC

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

Quantium

Latin America · Global

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

RavenRisk AI

North America

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

RealPage

RealPage is an integrated property management and analytics platform—automating leasing, marketing, revenue management, operations, maintenance, financials, and resident services for multifamily, single-family, commercial, and specialty housing portfolios with embedded AI agents

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

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

SAI Agents

North America · Europe · Global

AI-driven diligence platform automating pre‑legal and pre‑accounting review, surfacing risks, validating financials, and generating investment memos for private credit and PE/VC teams

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

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

Shelton AI

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

Siepe

North America

Technology and services provider for private credit and CLO managers, offering data management, workflow automation, collateral administration, and cloud‑based investment operations

SignalRank

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

Simcorp

North America · Europe · APAC · Global

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

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

Solovis

North America

Multi‑asset risk and analytics platform

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

Specter

Specter is an AI-driven private markets data and analytics platform delivering live company, investor, talent, and transaction insights—powered by predictive signals and AI analysis to help investors source and win the best deals

Sprout

Sprout is a comprehensive equity and token management platform that centralizes share and token issuance, option plans, vesting, fundraising scenario modeling, and stakeholder reporting—powered by AI-driven analytics and workflow automation for real-time governance and accountability

Standard Metrics

Standard Metrics is an AI-driven portfolio reporting and analytics platform for venture capital firms and their portfolio companies—automating data collection, centralizing auditable metrics, and delivering AI-powered insights, benchmarking, and reporting to streamline portfolio reviews, LP communications, and investor relations

Standd

North America · Europe · Global

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

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

Street Diligence

North America

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

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

Tangible

North America

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

Temasek

APAC

Singapore investment company with internal analytics systems

Termgrid

North America · Europe · Global

Debt capital markets platform for private equity and corporate borrowers to manage lender outreach, track terms, and execute financing transactions

Tetrix

North America · Europe · Global

AI‑powered private‑markets data extraction and normalization platform

ToltIQ

North America

ToltIQ provides a portfolio‑intelligence platform for private equity, private credit, and venture investors. It centralizes fund, deal, and performance data to deliver analytics, benchmarking, and automated reporting for GPs and LPs

Tracxn

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

Tradable

APAC · Global

Private markets intelligence platform aggregating data on companies, deals, and investors to support sourcing and portfolio analysis

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

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

Understory

North America · Global

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

Unlimited.ai

Unlimited.ai is an agent-driven private markets orchestration platform that consolidates and normalizes portfolio data and provides AI agents for real-time querying, due-diligence insights, and consolidated reporting.

Valitana

North America · Europe · Global

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

Vantager

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

Vektara Ventures

Vektara Ventures is an AI-powered M&A due diligence platform that delivers instant financial modeling, AI-driven risk detection, and portfolio intelligence to accelerate and de-risk dealmaking for private equity and corporate teams

Velvet

Velvet is an AI copilot for private markets that automates the end-to-end investment process by unifying all unstructured data—pitch decks, call notes, memos, spreadsheets, emails, and data rooms—into a single, queryable interface for real-time deal analysis and collaboration

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

Vidrio Financial

North America

Allocator platform for data aggregation, monitoring, and reporting

Vizmark

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

Vyzer

North America

Wealth OS platform for individuals and family offices

WealthAi

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

Whale blue

Europe · Global

Whale Blue is a purpose‑built private credit portfolio management platform offering real‑time monitoring, centralized financial data analysis, and automated reporting for private credit funds. Founded in 2021 and headquartered in the U

Wilshire

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

Wiserfunding

Europe · APAC · Global

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

Yieldstreet

Yieldstreet is a digital alternative investments platform offering retail and accredited investors access to curated private market opportunities—direct investments and managed portfolios—across real estate, private credit, private equity, short-term notes, venture capital, diversified funds, art, and legal finance, powered by smart diversification algorithms and automated portfolio management via Yieldstreet 360