investment-analytics

(6)
Company
Entera’s real estate bet: sell the machinery
Ai · Saas · Enterprise

Entera’s real estate bet: sell the machinery

The founders learned to buy rental homes with data. Then they found a different business: helping other investors turn scattered houses into a repeatable operation.

real-estate · single-family-rentalRead →
Company
Green Street puts a price on the property market’s blind spots
Fintech · Saas · Enterprise

Green Street puts a price on the property market’s blind spots

Buildings trade slowly. Opinions travel fast. Green Street has spent four decades connecting the two, selling investors a more informed view of what real estate is worth.

commercial-real-estate · reit-researchRead →
Company
PitchBook Built the Private Market's Memory - Now AI Wants to Read It
Fintech · Saas · Enterprise

PitchBook Built the Private Market's Memory - Now AI Wants to Read It

PitchBook spent years turning private deals into structured, searchable memory. Its next act is making that hard-won data useful wherever investors work - from Excel and CRM systems to conversational AI.

private-market-data · venture-capitalRead →
Legend
Vinesh Jha
Founder · Executive · Operator

Vinesh Jha

Vinesh Jha is the founder and CEO of ExtractAlpha, an independent alternative-data research firm that turns messy datasets into tradable signals for hedge funds and institutional investors. A pure-mathematician-turned-quant, he cut his teeth ranking Wall Street analysts at StarMine, built systematic strategies at Merrill Lynch, Morgan Stanley, and PDT Partners, then went out on his own in 2013. After ExtractAlpha merged with the crowdsourced-estimates platform Estimize in 2021, he runs both, leading a team spread across Hong Kong, the US, Europe, and Canada with a near-religious insistence on rigorous, point-in-time testing over a good story.

quant · alternative-dataRead →
Company
Jacobi
Fintech · Saas · Enterprise

Jacobi

Jacobi is a San Francisco-based fintech company that builds cloud-based portfolio design, analytics, and client engagement software for institutional investors — asset managers, wealth managers, pension funds, and investment consultants. Founded in 2014, its platform unifies investment data and automates analytics workflows across multi-asset portfolios, serving clients managing over $7 trillion in assets under management including T. Rowe Price, LGIM, MFS, and Principal.

investment-analytics · portfolio-managementRead →
Legend
Tony Mackenzie
Founder · Executive · Operator

Tony Mackenzie

Tony Mackenzie is the Co-Founder and CEO of Jacobi, a San Francisco-based investment technology platform he built after watching the world's largest institutional investors still manage portfolio processes in spreadsheets. Drawing on a PhD in Applied Mathematics and a career managing over $45 billion in assets at QIC, he co-founded Jacobi in 2014 to modernize multi-asset portfolio design, analytics, and client engagement. Today the platform serves clients including T. Rowe Price, Franklin Templeton, and LGIM, representing over $7 trillion in assets under management, and has raised $27.6 million in total funding.

fintech · investment-technologyRead →