Intelligence for Private Markets
Enabling Data-driven decisions in real time
Portfolio Construction
Reduced idle cash and improved portfolio performance through intelligent commitment pacing which updates on every data load. Track and Project portfolio performance, mandate adherence and projected drift from key financial metrics.
Mandate Compliance
Set, Track and Project adherence to investor mandates with automated monitoring and alerts. Easily see potential mandate drifts in time to make the necessary changes to the portfolio.
Fund of Funds Management
Track and Project Fund of Funds Waterfalls for any portfolio. Set Fund of Funds management fees and incentive fees to view detailed actual and projected waterfalls outputs for investors and management.
Investor/Entity Reporting
Report on any Investor or Entity with detailed actual and projected performance on their private equity portfolios. Develop portfolio strategies and allocations in real time with your clients and visualize the impacts on their existing portfolios.
Advisor Productivity
Increase productivity of your wealth advisors with AI-powered insights and automation. With AI driven insights your Advisors can have real time intelligence on opportunities and or issues with their clients' portfolio
Client Personalization
Delivering personalized client interaction through advanced analytics and customization. Provide your clients with information and suggestions tailored to their portfolio, their goals and their interest.
LP Platform
Harness artificial intelligence and machine learning to solve complex allocator challenges across private capital portfolios
LP Platform Overview
Portfolio construction, commitment pacing, mandate monitoring, and private markets intelligence for allocators
LP Documentation
Detailed explainers for portfolio construction, commitment pacing, forecasting, and allocator workflows
LP Insights
Research, FAQs, and comparisons focused on private markets technology for allocator teams