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 |
DiligenceVault |
https://diligencevault.com/ |
Investor Relations Support, Compliance and Regulations Support, ESG Reporting |
DiligenceVault offers a secure digital platform that streamlines and enhances the due diligence process for alternative investment managers, supporting investment research teams at allocators or investor relationship teams at GPs and hedge funds for example.
DiligenceVault has infused AI capabilities into user workflows on the platform, which is called DV Assist. Powered by DV Assist, users can use generative AI capabilities to boost productivity and efficiency in multiple use cases – ranging from proof-reading, summarization, response regeneration, information extraction to translation. The platform supports clients with pre-populating DDQs and RFPs based on their prior responses while fine tuning for source, accuracy and context. |
|
|
NY |
USA |
2014 |
HF | PM |
|
Approximately 55 |
.97M |
Series A |
Oct 2019 |
|
See https://diligencevault.com/security-data-privacy/ |
BipSync |
Blackrock, Border to Coast Pensions Partnership, Freedom Advisors, Fullerton Fund Management, GuideStone, Hamilton Lane, ik, Inn8 Invest, Industry Ventures, NEPC, RailPen, Shadmoor, StepStone, Van Lanschot Kempen |
See https://diligencevault.com/data-and-technology-integrations/ |
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21/04/2025 |
|
|
 |
Grata |
https://grata.com/ai |
Investment Research, Deal Sourcing |
Grata’s platform offers AI-driven deal predictions, analyzing historical transaction data, market trends, and financial indicators to predict successful deals and investment opportunities. It assists in deal sourcing and due diligence by identifying potential acquisition targets, automating research, and streamlining financial analysis, legal assessments, and operational evaluations. The platform enhances post-merger integration through cloud-based collaboration tools that unify processes, systems, and corporate cultures. Grata also provides market analysis and client matching via the Deal Network, connecting sell-side advisors with institutional-quality buyers. |
|
|
NY |
USA |
2016 |
| PM |
|
Approximately 83 employees |
M |
Series A |
Feb 2022 |
M |
|
|
|
|
Pricing is annual, and varies by product line, number of seats, CRM integration, and add-ons. See for further information https://grata.com/pricing. |
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LLMs |
|
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11/03/2025 |
|
|
 |
Automated Data |
https://www.automated-data.io/ |
Data Optimisation / Automation |
Automated Data offers an AI-enhanced platform that helps users understand, connect, and act on fragmented data, eliminating data silos. Their services include entity resolution, data matching, taxonomy classification, reconciliation, and deduplication. The platform is designed to enable professionals without programming experience to solve complex matching requirements. It supports efficient data integration and processing for informed decision-making. |
|
|
NY |
USA |
2023 |
|
|
Approximately 9 employees |
|
Seed |
Oct 2024 |
|
|
|
|
|
|
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LLMs |
|
|
12/03/2025 |
|
|
 |
Outcome Catalyst |
https://www.outcomecatalyst.com/ |
Data Optimisation / Automation |
OutcomeCatalyst assists investment teams in leveraging alternative data and AI-enabled solutions to enhance their investment processes. They deliver end-to-end traditional and alternative data solutions to support innovative investment strategies, focusing on modernizing data strategies through scalable data pipelines, diverse dataset integration, and AI-driven insights.
OutcomeCatalyst provides high-quality data solutions to power investment processes. They integrate, structure, and enrich multi-source data, including live market data, alternative sources, trading signals, corporate events, company fundamentals, macroeconomic and policy data, and quantitative data. This data is transformed into real-time intelligence for execution, pricing, and risk workflows. The platform automates data engineering, anomaly detection, and data validation, delivering structured data to models, risk systems, and trading engines. |
|
|
NY |
USA |
45323 |
|
|
2-5 employees |
|
|
|
|
|
|
|
|
|
|
LLMs |
|
|
|
|
|
 |
Canoe |
https://canoeintelligence.com/ |
Data Optimisation / Automation, Portfolio Monitoring |
Canoe provides AI-driven, cloud-based software that automates and streamlines alternative investment workflows. Their platform automates document collection, data extraction, validation, and normalization, transforming complex documents into actionable intelligence. Canoe offers tools for asset-level data access, enhancing investment allocation and decision-making. They also integrate technology solutions through the Canoe Pro Tech program, which includes partnerships like Exchangelodge’s data governance platform and Amplify’s API integration suite. These services improve data accuracy, team efficiency, and client satisfaction for institutional investors, wealth managers, and general partners. |
**Canoe Collect, Canoe Intelligence, Canoe Asset Data, Canoe Tax, Canoe Pro** |
|
NY |
USA |
2017 |
| PM |
Canoe Pro Tech solutions, including the Amplify API Platform, are built on Microsoft Azure Cloud infrastructure. |
Approximately 74 employees |
M |
Series C |
Jul 2024 |
M |
The data security policy of Canoe emphasizes establishing clear policies for AI use and data governance, defining data security and privacy requirements to protect sensitive information. It includes documenting data handling procedures and access controls, maintaining data integrity and security, establishing protocols for model updates and versioning, and providing guidelines for data retention and disposal. For more detailed information, you can refer to their best practices guide on AI adoption in alternative investments: https://canoeintelligence.com/implementation-data-security/. See also the privacy policy: https://canoeintelligence.com/privacy-policy. Canoe is SOC 2 II certified. |
Addepar, Advyzon, Alpha Alternatives, Amplify, Apliqo, Bipsync, Cobalt (Hamilton Lane), Conway, Deviate, Ellevate, Exchanglelodge, ATLAS, InfoGrate, iPaladin, K1x, KnowLedger, Mammoth, Orion, Osyte, Prime Buchholz, QPLIX, SEI, SimCorp, Nasdaq Solovis, SS&C Black Diamond, Venn (Two Sigma), Versoft. |
|
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|
|
|
See https://canoeintelligence.com/implementation-data-security/ |
|
14/03/2025 |
|
|
 |
J.P. Morgan |
https://fusion.jpmorgan.com/ |
Portfolio Analytics, Data Optimisation / Automation |
Fusion by J.P. Morgan is a cloud-native data platform designed for institutional investors that offers comprehensive data management, analytics, and reporting solutions throughout the investment lifecycle. Fusion’s open data architecture supports flexible distribution, including partnerships with cloud and data providers. Building on Securities Services’ global operating model and rich data foundation as an industry leading custodian, fund administrator and middle office outsourcing provider, Fusion will combine position and transaction information with the client’s own data, as well as data from trusted third-party vendors and partners. The platform’s single data model allows clients to extend the breadth and depth of their data, and query the relevant information with powerful analytics tools to aid in decision-making. |
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NY |
|
2022 |
HF | PM |
|
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|
|
FactSet |
|
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|
|
|
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17/03/2025 |
|
|
 |
Mosaic |
https://www.mosaic.pe/ |
Deal Sourcing |
Mosaic offers a digital platform for deal modeling, powered by advanced technology and generative AI. It enables deal teams to model transactions faster and with greater precision. The platform streamlines workflows and delivering insights directly within trusted tools. Mosaic is utilized by top private equity firms to enhance their deal modeling processes. |
|
|
NY |
USA |
2020 |
| PM |
AWS |
Approximately 16 employees |
|
|
|
|
SOC 2 II compliant |
|
|
|
|
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LLMs |
|
|
17/03/2025 |
|
|
 |
Finley |
https://www.finleycms.com |
Portfolio Monitoring, Portfolio Analytics, Data Optimisation / Automation |
Finley offers a cloud-based platform that digitizes credit agreements, integrates asset and bank data, and automates calculations and workflows. Their software simplifies debt capital management by ensuring compliance, streamlining reporting, and providing real-time analytics. Finley’s services include asset verification, funding automation, portfolio analytics, and syndicated loans management. They enable proactive debt capital monitoring through structured data and configurable alerts. Their solutions cater to borrowers, issuers, credit funds, and banks., |
|
|
San Francisco, CA |
USA |
2020 |
| PM |
|
Approximately 49 employees |
M |
Series A |
Jan 2023 |
M |
Continuous monitoring and compliance assessments. Annual audits and best-in-class infrastructure. SOC 1, 2, and 3 certifications. Timestamped audit logs for monitoring and verification.Secure, cloud-hosted databases with encryption in transit and at rest. Access via VPN servers.Integration with SSO solutions for secure lifecycle management. Logging of all network devices and systems.Adherence to the principle of least privilege. Regular server updates.Annual third-party penetration tests, risk assessments, and vulnerability scans. See for further information: www.finleycms.com/platform/security. |
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02/04/2025 |
|
|
 |
AI Risk |
https://www.aicrisk.com/ |
AI Governance, Compliance and Regulations Support |
Identifying security flaws, biases, and inaccuracies in AI systems will be critical for most firms for the foreseeable future.
AI Risk offers a platform for AI governance, risk management, compliance, and cybersecurity, AI GRCC. With AI Risk you can implement secure deployments of multiple third-party LLMs in your private cloud within hours. Their award-winning solutions encompass cybersecurity measures to protect against threats and ensure data integrity. Winner of the Waters Rankings 2024 Cybersecurity award.
Their software also facilitates creation of custom AI agents that can link to databases, document stores, and other programs like your CRM. They facilitate compliance with US and EU regulations for AI, including the SEC predictive analytics rule.As AI regulations evolve, the platform remains updated and adaptable, ensuring businesses stay ahead of compliance requirements. |
**AIR-GPT:** secure AI OS for regulated institutions, enabling fast, compliant AI deployment on-premises or in the cloud. Integrate top models in a day, keep data secure, and connect seamlessly with no-code integration. AIR-GPT includes AI regulatory compliance solutions for financial services and other regulated industries. |
|
Cos Cob, CT |
USA |
2023 |
HF | PM |
Private cloud (Azure), on-premises |
11-50 employees |
0K |
Seed |
Jan 2024 |
0K |
AI Risk installs its AIR-GPT software and third-party AI LLMs like OpenAI and Mistral on firms’ private clouds, ensuring confidentiality and SOC 2 compliance. AIR-GPT is designed to offer enhanced cybersecurity for AI, safeguard confidential and personally identifiable information, and detect and block AI hacking attempts. |
Microsoft, NVDIA Inception Program |
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AI Risk installs its AIR-GPT software and third-party AI LLMs like OpenAI and Mistral on firms’ private clouds, ensuring confidentiality and SOC 2 compliance. AIR-GPT is designed to offer enhanced cybersecurity for AI, safeguard confidential and personally identifiable information, and detect and block AI hacking attempts. |
|
23/04/2025 |
|
|
 |
Intralinks |
https://www.intralinks.com/ |
Investor Relations Support, Data Optimisation / Automation, Deal Sourcing |
Intralinks offers secure collaboration software and online document sharing solutions. These solutions support mergers and acquisitions, fund management, financing, and syndicated lending processes. As pioneers of AI-powered virtual data rooms (VDRs), Intralinks has dedicated years to investing in AI and developing sophisticated large language models (LLMs) and began integrating AI into their dealmaking products several years ago.
The platform includes virtual data rooms (VDRs) and AI-powered tools to streamline dealmaking. Their offerings aim to enhance the speed, value, and confidentiality of transactions and reporting. |
**Intralinks DealCentre AI** is the AI-powered dealmaking solution built to enhance workflows, automate processes, and boost deal intelligence for smarter, faster and more secure transactions. DealCentre AI tracks key metrics like deal health, activity trends and timelines.
**VDRPro:** Since creating the first VDR over 25 years ago, SS&C Intralinks combines innovation and expertise to deliver the industry-leading VDR. |
|
NY |
USA |
1996 |
| PM |
|
Approximately 1.8K employees |
|
|
|
2M |
SOC 2 II, ISO27001, and ISO27701 certified. GDPR compliant. End-to-end encryption, at rest and in transit, with dedicated security-testing environment for customers.
See for more information https://www.intralinks.com/why-intralinks/security-trust and https://www.intralinks.com/products/platform/data-sovereignty |
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23/04/2025 |
