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Allocate – Operating System for Private Markets | Built for Wealth Advisors
Manage private markets investments with confidence. Allocate provides wealth advisors and asset managers complete infrastructure for portfolio management, re...
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84 % |
|
Affinity CRM: The AI-First CRM for Private Capital
Affinity CRM helps PE and VC firms source deals, manage relationships, and close faster with AI-powered relationship intelligence and automated data capture.
|
84 % |
|
The operating platform for fund operations — FundProcess
Fund operations run automatically; your team reviews and signs off. One configurable platform for acquisition, calculations, workflows, reporting and portals.
|
84 % |
|
Bridge | Your answer to alternative investment management
Delivering private markets infrastructure and insights to institutions, financial advisors and family offices.
|
84 % |
|
Perspect | Prism investment operations platform
Prism by Perspect unifies portfolio oversight, deal workflow, CRM, investor reporting, approvals, document control, AI assistance and governance.
|
84 % |
|
Passthrough | Automate fund workflows from start to finish
A refreshingly simple, remarkably fast approach to investor onboarding. Get back to running your fund, not chasing paperwork.
|
83 % |
|
Private Capital Fund Operations Platform | Ark
Ark modernizes private capital fund operations with a platform built for GPs and fund admins—for fund accounting, LP reporting, fundraising & more.
|
83 % |
|
Taghash - Technology, Solutions & Services for Private Capital
Run dealflow, portfolio management, LP management, fund operations, reporting and compliance on one intelligent platform built for private capital teams.
|
83 % |
|
Private Market Fund Administration & Services | Caruso
AI-native fund administration for private markets. Trusted by 900+ real estate, private credit, and PE funds to save time and grow AUM.
|
83 % |
|
Real Estate Sponsor Software for Fund Managers | SponsorCloud
SponsorCloud is an all-in-one real estate sponsor software for fund managers. Streamline investment management, raise capital, manage investor relations, and...
|
83 % |
|
Private Credit Software — One Platform, Not Ten | Tyndall
Replace 6–10 disconnected systems with one platform for private lenders, MICs, and mortgage funds — CRM, servicing, fund admin, and reporting.
|
83 % |
|
Kaizen Advisory | Multifamily Asset Management, Administration, and Advisory
Kaizen Advisory partners with multifamily sponsors on third-party asset management, back-office and fund administration, and capital and transaction advisory.
|
83 % |
|
Mextyl — The Operating System for Investment Firms
Mextyl is the unified intelligence platform for VC, PE and Hedge Fund teams — market data, CRM, deal rooms, LP portal and AI agents built on Claude Sonnet 4.6.
|
83 % |
|
FundCount | Unified Accounting & Investment Software
Unify accounting, investments, and reporting on one real-time general ledger — built for family offices, fund administrators, hedge funds, PE, and asset mana...
|
82 % |
|
Knowledge Work Platform for Legal & Professional Services
iManage is the leading AI knowledge work platform that manages and activates knowledge, powering smarter decisions while securely connecting people and AI.
|
82 % |
|
Zapflow | For Venture Capital, Private Equity & Alternative Investment
Zapflow is the all in one solution for investment professional working in venture capital, private equity and alternative investments.
|
82 % |
|
Wealth Management Software | AdvisorEngine
AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboard...
|
82 % |
|
CertiIQ™ Your Complete Technical Compliance Management Platform for iGaming
CertiIQ™ is a SaaS platform to enable iGaming Operator and Supplier Compliance Teams manage their technical Compliance. From Test Reports to Tools to meet yo...
|
82 % |
|
Unified Front-to-Back Investment Management Platform | Clearwater
Clearwater delivers a unified, front-to-back investment management platform for institutional investors across public and private markets, risk, and data in...
|
82 % |
|
FundStudio | Investment Operations Software for Hedge Funds
Investment operations software for hedge funds that unifies order management, portfolio management, fund accounting and reporting.
|
82 % |
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