investor-portal
(7)
Ark
Ark is a Boston-based software company that builds a cloud platform for running private capital funds. Founded in 2017, it combines fund accounting, an investor portal, LP reporting, and fundraising tools into one system used by venture capital, private equity, fund-of-funds, and real estate managers as well as the fund administrators who service them. By 2026 the platform supported more than 500 GPs and administrators overseeing roughly $185 billion in assets. In July 2026, AngelList acquired Ark to fold its fund-administration software into AngelList's banking, payments, and cap-table infrastructure.
Asset Class
Asset Class is a fintech company building an AI-powered operating system for private capital firms. Founded in 2020 by Ferdinand Roberts, its Fund Operating System connects fundraising, investor relations, fund administration, deal flow and portfolio management in a single platform, with a white-label LP portal for accredited investors. The company services more than 300 funds totalling roughly $33 billion in assets under management and a network of over 15,000 accredited investors, and has raised $14.6M to date, including an $11.6M Series A led by Canapi Ventures.
Caruso
Caruso is an AI-native fund administration and registry platform for private markets, built to replace the spreadsheets, manual workflows and fragmented tools that fund managers have long relied on. Founded in 2023 and headquartered in Sydney with offices in Dallas and Auckland, Caruso unifies investor onboarding, capital raising, fund accounting, registry operations and investor reporting into a single system, offered as software, outsourced services, or a hybrid of both. More than 80 fund managers running 900+ funds and $55B+ in assets under administration use the platform, including enterprise clients such as Centuria Capital Group.
Ferdinand Roberts
Ferdinand Roberts is the founder and CEO of Asset Class, a fintech company building an end-to-end software platform for private capital firms - covering fundraising, investor relations, investor portals, deal flow, portfolio management and fund administration. A technology executive with more than 25 years in the sector and senior roles at Yahoo!, Cisco and Ariba, he launched Asset Class in 2020 after seeing firsthand how disjointed private-market operations were while running capital markets for a private equity firm. In 2024 the company raised an $11.6M Series A led by Canapi Ventures, serving 300+ funds and around $33 billion in serviced assets across offices in Dublin, New York, London and Atlanta.
InvestorFlow
InvestorFlow is a San Francisco-based software company that builds a purpose-built CRM and investor portal for private markets firms - private equity, private credit and real assets managers. Built on Salesforce and layered with AI, its platform unifies fundraising (capital formation), deal sourcing and execution (capital deployment), and LP engagement and reporting (investor services) in one place. Formed through the 2022 merger of InvestorFlow's investor portal with the Blackstone-incubated FundEngine CRM (Cloud Theory) and backed by a $30M Series A from Ambina Partners, the company serves more than 200 alternative asset managers - including 25 of the top 50 - representing over $6 trillion in assets, 750 funds and 90,000 LPs.
Graham McConnell
Graham McConnell is the CEO and co-founder of Nth Round, a Philadelphia fintech that helps private companies, family enterprises and funds manage equity, run investor portals, distribute reports and create shareholder liquidity. A Dartmouth cognitive science graduate who oversaw software at the $25B quant firm AJO Partners before launching the company with his father in 2018, he is a self-described saver and Bogle-style passive investor on a mission to simplify and democratize private investing.
Todd Glasson
Todd Glasson is the CEO and founder of InvestorFlow, the leading CRM and AI platform for private markets firms. Starting his career in 1996 at Pilot Software and building the Carlyle Group's website in 2001, he has spent nearly three decades defining how the investment management industry engages digitally. He co-founded Silver Oven in 2001 - the first digital agency exclusively focused on investment management - before launching InvestorFlow in 2015. Today InvestorFlow serves 200+ top private markets firms managing over $6 trillion in assets, and following the 2022 merger with Blackstone-incubated Cloud Theory and the 2024 acquisition of UK-based Coyote Software, InvestorFlow has grown into a category-defining platform for deal flow, fundraising, and investor services.