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Build and test allocation models
Build custom allocation models and segment them by asset class, region, sector, and strategy to test and adjust allocations with confidence. -
Understand portfolio exposure
Connect fund-level investments to their underlying portfolio companies, deals, and sectors to uncover true exposures, risk concentrations, and performance drivers. -
Identify co-investors
Spot entry points by tracking live deal flow, transaction comps, and valuation trends. Find co-investment opportunities that align with your goals and risk appetite.
Top features for asset allocation
Optimize cash flow forecasting
Forecast future cash flows and plan commitment pacing with proprietary models built on historical data. Anticipate capital calls and distributions to stay on track with your target allocations.
Source and monitor top-performing funds
Find and track activity on top-performing funds and managers. Screen results by criteria such as fund strategy, deal type, and industry to discover opportunities that align with your vision.
Simplify fund manager evaluation
Get a complete picture of top fund families based on overall performance and cash flow timing. Understand the speed at which managers deploy and return capital and how they measure up to their peers to inform your allocation workflows.
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