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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

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Core product

FolioSure (AI portfolio monitoring & reporting); AgentFleet (agentic AI workflows); data extraction; KPI mapping; reconciliation; valuations; IC reporting; diligence support; compliance workflows

Use cases

Portfolio monitoring, KPI tracking, covenant checks, valuation support, reporting automation, due diligence packs

Functional categories (vendor-stated)

Document Intake & CaptureData Extraction & NormalizationKPI Mapping & ReconciliationPortfolio MonitoringValuation SupportIC ReportingLP ReportingCompliance ReportingDiligence Support

Integrations

Fund Admin / Accounting IntegrationsDocument & Data Ingestion IntegrationsReporting & Visualization IntegrationsAPI‑First / Open Integration

Workflow stages

Data IngestionMonitoringValuationsReportingComplianceInvestor Reporting

Portfolio focus

Private equity, private credit, venture, real assets, secondaries