AI That Understands
Private Markets
AI That Understands Private Markets
Built to supercharge workflows for allocators,
advisors, and professional services firms.
Built to supercharge workflows for allocators, advisors, and professional services firms.
Unlock Immediate ROI
Unlock Immediate ROI
Unlock Immediate ROI
Unlock Immediate ROI
Unlock Immediate ROI
Request Demo
Unlock Immediate ROI
Unlock Immediate ROI
Unlock Immediate ROI
Unlock Immediate ROI
Unlock Immediate ROI
Request Demo
Unlock Immediate ROI
Unlock Immediate ROI
Unlock Immediate ROI
Unlock Immediate ROI
Unlock Immediate ROI
Request Demo
The Shortest Path
From AI to ROI
The Shortest Path
From AI to ROI
Trusted by elite allocators, advisors, and professional services firms.
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Investment Team transforms risk management workflow
$120B
Fund assets tracked in real time
Institutional Investor accelerates transaction due diligence
$12.5K
Fee savings per deal
Family Office unlocks real-time intelligence for $2B+ portfolio
10 MINUTES
Time to generate monthly reporting
Multi-Generational Family eliminates manual investment reporting
$4.8M
Annual fee savings
Operations Team optimizes liquidity for capital calls, frees up idle cash
100%
On-time funding
Investment Advisor automates research memos across 300+ GPs
4,200
Hours saved per year
Institutional Investor consolidates multi-asset portfolio reporting
30X
Faster reporting cycles
Investment Firm runs IC meetings with real-time data
95%
Less time spent gathering data
Supercharge Your Firm with AI
Built for Alternative Investments
Supercharge Your Firm with AI Built for Alternative Investments
Supercharge Your Firm with AI Built for Alternative Investments
Beyond Data Extraction, Insights Illuminated
Instantly extract insights from documents with the precision of an institutional research desk, powered by domain-specific AI.
Reporting Cycles Measured in Minutes, Not Weeks
Automate complex reporting workflows and free your team to focus on alpha, not admin.
Dynamic Validation, Defensible Data
Sentry executes over 350 complex validation functions at sub-millisecond speed, delivering accurate data, precise entity mapping, and comprehensive accounting integrity.
Modern Data Infrastructure Built for Private Market Complexity
Modern Infrastructure Built for Private Markets
Modern Infrastructure Built for Private Markets
Vault is a secure, unified repository — infinitely scalable and endlessly queryable. Transform static documents into an institutional knowledge base that compounds in value over time.
Platform Security
Advanced Security
Comes Standard
The security of our clients' data is our top priority. Our platform is built on modern, security-first infrastructure with advanced data privacy measures — and independently audited and certified to meet rigorous standards for security, confidentiality, and service availability.
SOC 2 Type I
Compliant
SOC 2
Type I
SOC 2
Type I
SOC 2 Type II
Compliant
SOC 2
Type II
SOC 2
Type II
Independently
Pentested
Security
Pentested
Security
Pentested
"We used to wait months for portfolio reporting. Now it takes minutes — it's like having an institutional research desk and back office team working for us 24/7. This is the AI platform every institutional investor has been waiting for."
Daniel Breyer
Partner, Breyer Capital
"For the first time, you can have all this disparate information on funds and direct investments in one place. That’s helpful not only for organization and tax planning, but also for tracking performance on an absolute and relative basis. It’s a one-stop shop for understanding your current allocation and planning future capital needs. The intelligence built into the system makes it second to none in the market."
Stuart Bernstein
Founder, Sustainable Capital
Former Goldman Sachs Partner
Co-Head of US Equity Capital Markets"We used to wait months for portfolio reporting. Now it takes minutes — it's like having an institutional research desk and back office team working for us 24/7. This is the AI platform every institutional investor has been waiting for."
Daniel Breyer
Partner, Breyer Capital
"For the first time, you can have all this disparate information on funds and direct investments in one place. That’s helpful not only for organization and tax planning, but also for tracking performance on an absolute and relative basis. It’s a one-stop shop for understanding your current allocation and planning future capital needs. The intelligence built into the system makes it second to none in the market."
Stuart Bernstein
Founder, Sustainable Capital
Former Goldman Sachs Partner
Co-Head of US Equity Capital Markets"We used to wait months for portfolio reporting. Now it takes minutes — it's like having an institutional research desk and back office team working for us 24/7. This is the AI platform every institutional investor has been waiting for."
Daniel Breyer
Partner, Breyer Capital
"For the first time, you can have all this disparate information on funds and direct investments in one place. That’s helpful not only for organization and tax planning, but also for tracking performance on an absolute and relative basis. It’s a one-stop shop for understanding your current allocation and planning future capital needs. The intelligence built into the system makes it second to none in the market."
Stuart Bernstein
Founder, Sustainable Capital
Former Goldman Sachs Partner
Co-Head of US Equity Capital Markets"We used to wait months for portfolio reporting. Now it takes minutes — it's like having an institutional research desk and back office team working for us 24/7. This is the AI platform every institutional investor has been waiting for."
Daniel Breyer
Partner, Breyer Capital
"For the first time, you can have all this disparate information on funds and direct investments in one place. That’s helpful not only for organization and tax planning, but also for tracking performance on an absolute and relative basis. It’s a one-stop shop for understanding your current allocation and planning future capital needs. The intelligence built into the system makes it second to none in the market."
Stuart Bernstein
Founder, Sustainable Capital
Former Goldman Sachs Partner
Co-Head of US Equity Capital Markets
"We used to wait months for portfolio reporting. Now it takes minutes — it's like having an institutional research desk and back office team working for us 24/7. This is the AI platform every institutional investor has been waiting for."
Daniel Breyer
Partner, Breyer Capital
"For the first time, you can have all this disparate information on funds and direct investments in one place. That’s helpful not only for organization and tax planning, but also for tracking performance on an absolute and relative basis. It’s a one-stop shop for understanding your current allocation and planning future capital needs. The intelligence built into the system makes it second to none in the market."
Stuart Bernstein
Founder, Sustainable Capital
Former Partner & Co-Head of US Equity Capital Markets, Goldman Sachs
"We used to wait months for portfolio reporting. Now it takes minutes — it's like having an institutional research desk and back office team working for us 24/7. This is the AI platform every institutional investor has been waiting for."
Daniel Breyer
Partner, Breyer Capital
"For the first time, you can have all this disparate information on funds and direct investments in one place. That’s helpful not only for organization and tax planning, but also for tracking performance on an absolute and relative basis. It’s a one-stop shop for understanding your current allocation and planning future capital needs. The intelligence built into the system makes it second to none in the market."
Stuart Bernstein
Founder, Sustainable Capital
Former Partner & Co-Head of US Equity Capital Markets, Goldman Sachs
"We used to wait months for portfolio reporting. Now it takes minutes — it's like having an institutional research desk and back office team working for us 24/7. This is the AI platform every institutional investor has been waiting for."
Daniel Breyer
Partner, Breyer Capital
"For the first time, you can have all this disparate information on funds and direct investments in one place. That’s helpful not only for organization and tax planning, but also for tracking performance on an absolute and relative basis. It’s a one-stop shop for understanding your current allocation and planning future capital needs. The intelligence built into the system makes it second to none in the market."
Stuart Bernstein
Founder, Sustainable Capital
Former Partner & Co-Head of US Equity Capital Markets, Goldman Sachs
"We used to wait months for portfolio reporting. Now it takes minutes — it's like having an institutional research desk and back office team working for us 24/7. This is the AI platform every institutional investor has been waiting for."
Daniel Breyer
Partner, Breyer Capital
"For the first time, you can have all this disparate information on funds and direct investments in one place. That’s helpful not only for organization and tax planning, but also for tracking performance on an absolute and relative basis. It’s a one-stop shop for understanding your current allocation and planning future capital needs. The intelligence built into the system makes it second to none in the market."
Stuart Bernstein
Founder, Sustainable Capital
Former Partner & Co-Head of US Equity Capital Markets, Goldman Sachs
Unlock Immediate ROI
Unlock Immediate ROI
Supercharge workflows and augment expertise. Transform your firm with domain-specific AI.
Supercharge workflows and augment expertise. Transform your firm with domain-specific AI.
AI That Understands
Private Markets.
AI That Understands
Private Markets.