Valuation & Pricing Software for Private Assets

7 Chord Inc

Europe · Latin America

Since its founding in 2017, 7 Chord has emerged as a leading AI firm in capital markets. BondDroid, 7 Chord’s award-winning pricing engine, empowers institutional traders and investors with highly accurate prices and analytics for financial instruments. Powered by continuous real-time learning technology developed by its co-founders at NYU, BondDroid adapts swiftly when “black swan” events occur. Equipped with this knowledge, our clients gain a market advantage by making optimal risk-management and profit-maximizing decisions and by providing differentiated services to their customers

73 Strings

Europe · APAC · Middle East & Africa · Global

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

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

AON

Aon is a global professional services firm delivering risk capital and human capital advisory, analytics, and outsourcing solutions—empowering organizations with data-driven insights and decision support across risk, people, and financial strategies at scale

AtomInvest

Europe · Global

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

Axial

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

Banker AI

Banker AI is a generative AI assistant tailored for banking professionals—automating pitchbook creation, financial modeling, research, and client engagement to accelerate deal origination and advisory workflows

Barkr

North America

Barkr is an AI‑powered valuation platform that helps financial institutions price and underwrite hard‑to‑value tangible assets used as collateral. The platform combines proprietary AI valuation models, market datasets, and risk assessment tools to provide lenders and asset managers with faster and more consistent asset valuations.

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

BizBuySell

BizBuySell is a leading online marketplace for buying and selling small businesses—offering AI-enhanced tools for valuation, deal discovery, and buyer-seller matchmaking across industries and geographies

Blackstone

Global

Blackstone is the world’s largest alternative asset manager, headquartered in New York, investing across private equity, private credit, real estate, and infrastructure. The firm manages $1.3T AUM and operates a comprehensive private‑markets platform spanning control buyouts, direct lending, real estate, infrastructure, and thematic strategies. Blackstone recently launched BXPM, a perpetual multi‑strategy private markets fund providing eligible non‑U.S. investors single‑allocation access to private equity, infrastructure, real estate, and private credit.

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.

Bodic

Europe

BODIC provides an AI-powered data and workflow platform for alternative investment managers, integrating investor relations, fundraising, deal flow, CRM and reporting into a centralized system. Its sovereign AI infrastructure enables investment teams to automate information capture, improve data governance and streamline fund operations while maintaining control over sensitive information.

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

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

Caplight

North America

Caplight is a private markets intelligence and trading platform providing institutional investors with secondary-market pricing, valuation data, company research and deal flow. Its AI-powered sourcing capabilities help venture capital and growth investors identify opportunities, track market signals and make more informed investment decisions.

Carriage Models

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

Carta

Global

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

Castle Hall's Due Diligence Exchange

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

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

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

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

Cortado

North America · Global

Cortado Group is an AI‑enabled go‑to‑market execution partner for private equity firms and their portfolio companies. The firm specializes in turning GTM strategy into measurable traction, helping investor‑backed companies accelerate revenue growth, improve execution, and achieve value‑creation targets. Cortado focuses on the early investment through growth stages, delivering rapid, disciplined execution across sales, marketing, product, pricing, and RevOps

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

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

DisconfirmAI

DisconfirmAI provides an AI-assisted investment research platform that helps investors evaluate companies, understand developments in artificial intelligence and make evidence-based investment decisions. It combines source-backed research, valuation frameworks and continuous monitoring to challenge investment assumptions and identify changes that may affect an investment thesis.

Ellis AI

North America

Ellis provides an AI-native fund operations platform for private credit managers, combining financial data reconciliation, portfolio monitoring and automated reporting. Its purpose-built AI agents streamline fund accounting workflows, identify discrepancies and generate source-verifiable financial insights.

Emmi

APAC · Global

Emmi provides AI-powered climate risk and emissions analytics for institutional investors and asset managers across public and private markets. Its machine-learning models estimate emissions for private assets with limited disclosures and quantify climate-related financial risks to support investment decisions, portfolio monitoring and regulatory 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

Eunice AI

North America · Europe · APAC

Eunice AI provides an AI-powered due diligence and portfolio monitoring platform for private markets investors. Its technology automates fund document analysis, identifies investment and operational risks, tracks portfolio changes and generates source-verifiable reports for investment committees and asset allocators.

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

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

Finsight

North America · Europe · Global

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

Fiscal AI

Global

Fiscal.ai provides an AI-powered investment research platform that combines global financial data, company fundamentals and market intelligence to help investors evaluate investment opportunities. Its integrated analytics, AI-generated research and source-linked financial information enable investment professionals to streamline company analysis, compare valuations and monitor portfolio performance.

Flippa

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

Fontics

North America · Europe

Fontics runs deterministic investment, credit and valuation analysis in Excel and Google Sheets - turning hours of work into minutes.

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

GrowthPal

GrowthPal is an AI-native M&A sourcing platform that transforms plain-language acquisition theses into structured mandates—surfacing off-market, high-fit targets using predictive scoring, real-time signals, and human-AI collaboration.

Helix

Helix (TIFIN) is an AI-powered assistant that transforms private market complexity into clarity—helping advisors source, evaluate, and implement alternative funds with speed, transparency, and confidence

iLevel

North America · Europe · APAC · Global

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

iLevel (S&P Global)

North America · Europe · APAC · Global

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

Inveniam

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

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.

Krexin

North America · Europe · Global

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

Kroll Private Capital Markets Platform

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

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

Kruncher

North America · Global

Kruncher is data infrastructure for investors who hold, buy and monitor funds. It turns fund reporting and data rooms into one reviewed, source-linked record, looks through every fund to the companies underneath, and keeps that picture current with market signals and an independent value set against each GP mark. Funds of funds and LPs use it to monitor every holding between quarterly reports; secondaries buyers use it to make a fund priceable in about an hour.

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

Masterworks

Masterworks is a regulated art investment platform enabling accredited investors to acquire, hold, and trade fractional shares in iconic fine art masterpieces. Masterworks sources blue-chip artworks, securitizes them into shares, and lists them on its platform, allowing investors to diversify into art with built-in appraisal, storage, and sale management.

Morphic

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

Nasdaq Private Markets

Nasdaq Private Market operates a trading platform and liquidity infrastructure for private companies, employees, shareholders, and institutional investors. Through its SecondMarket® marketplace, it enables buying, selling, and structured liquidity events (e.g. tender offers, auctions) for pre-IPO shares. It also offers settlement, transfer, data / valuation analytics (Tape D®), and corporate liquidity program support.

Northfield Information Services

North America · Europe · APAC

A quantitative research firm providing portfolio risk analytics and forecasting models across asset classes, used mainly by institutional asset managers and asset owners rather than LPs directly.

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.

Octaura

North America · Europe · Global

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

OffDeal

OffDeal is a full-service, AI-native M&A advisory platform for small businesses—combining AI-driven buyer matching, rapid valuation, and automated auction workflows to accelerate exits and maximize deal value for companies with $5 M–$100 M in revenue

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

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

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.

Pulley

Global

Pulley provides equity management software that helps private companies manage capitalization tables, shareholder ownership, fundraising and equity compensation. Its platform combines investor portals, financial modeling, valuation services and compliance workflows to simplify equity administration from early-stage financing through liquidity events.

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

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

RealPage

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

ReBloom

Europe · North America

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

Rimes

Europe · APAC · Global

Enterprise data management platform delivering benchmark, ESG, pricing, and regulatory data to asset managers and asset owners

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

Rouse Services

North America · Europe

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

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

ScaleX Invest

Europe · Global

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

Scored AI

Scored AI is an AI-native platform for startup evaluation and investor readiness—helping founders benchmark traction, identify gaps, and improve fundraising outcomes through structured scoring, feedback, and strategic guidance powered by LLM-driven assessments and investor-aligned frameworks

Segal Marco Advisors

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

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

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.

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

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

Stanger Investment Banking

Stanger Investment Banking is an independent, specialized real estate investment banking and financial advisory firm—providing M&A advisory, capital formation, securities structuring, valuation and appraisal services, and fairness opinions for real estate companies and alternative investment products, backed by over four decades of industry leadership and proprietary market publications

Stellé

North America

Stellé is an integrated fund operations partner for private market fund managers. The firm brings together experienced specialists and a modern technology platform that delivers fund accounting, investor management, and compliance on one connected system shared by the fund manager's firm and its LPs. With complete and connected data, automation and AI streamline workflows, surface insights, and support more efficient fund operations. Built on deep experience and a proven track record in both fund services and fund technology, Stellé gives managers the expertise, technology, and flexibility to run their funds more effectively while staying focused on investing and growing their core business.

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

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

Taktile

North America · Europe · Global

Decisioning platform enabling lenders to build, test, and deploy underwriting and risk models without engineering bottlenecks

Templum

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

Teragonia

Teragonia is a strategy-led AI & analytics engineering firm focused on private equity and mid-market value creation. Its Astradis™ platform offers real-time, function-specific command centers (finance, revenue, product, service) to connect data, surface strategic levers, and drive EBITDA growth.

The LoanEdge

North America

The LoanEdge is a private credit intelligence platform that delivers institutional-quality data, analysis and insights across BDCs, direct lenders and private credit funds. It provides investment-level visibility into portfolios, borrowers, credit quality, fair values, performance, refinancing risk and portfolio overlap—helping investors, lenders, advisors and deal teams identify risks, opportunities and market trends faster.

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

Trumid

North America · APAC · Global

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

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

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

Visible

Global

Visible provides AI-powered portfolio monitoring and reporting software for venture capital firms, automating portfolio data collection, performance analysis, and investor reporting. Its platform combines AI-driven document extraction, portfolio intelligence, and integrations with AI assistants to streamline investment oversight and LP communications.