portfolio-analytics
(11)
Newmark
Newmark does not need to own the skyline to make money from it. The 97-year-old firm has built a modern commercial real estate machine around the decisions that happen before, during and long after a building changes hands.
Opto Investments
Opto is building the operating system behind bespoke private-market programs - turning fund formation, diligence, subscriptions, capital calls and reporting into one continuous workflow for wealth managers.
Clarum
Clarum is a San Francisco AI startup (YC W24) building the intelligence layer for private capital. It began as an AI associate that compresses private-equity due diligence from weeks into minutes, letting firms upload data rooms and questionnaires and get transparent, sourced answers to hundreds of questions. It has since broadened toward structuring a firm's proprietary documents - deal memos, diligence notes, returns data - into a unified model that AI agents can query, so investors can finally ask cross-portfolio questions that were previously buried in files.
Cardo AI
Cardo AI is a fintech company building the operating system for asset-based finance and private credit. Its platform unifies deals, collateral data, workflows, cash-flow modeling, and reporting into a single system purpose-built for the operational demands of structured credit - replacing spreadsheets and fragmented tools used by asset managers, bank lenders, credit originators, and fund administrators. Founded in 2018 by Altin Kadareja and Euron Metaliaj, the company runs technology across more than $100B in asset volume and raised a $15M Series A in November 2024 co-led by Blackstone Innovations Investments, FINTOP Capital, and JAM FINTOP.
Nitrogen (formerly Riskalyze)
Nitrogen, formerly Riskalyze, is an Auburn, California wealth-management software company that helps financial advisors grow their firms. It invented the Risk Number, a way to quantify an investor's risk tolerance and align it with their portfolio, and has expanded into a connected suite covering proposal generation, investment research, financial planning, client engagement, compliance and AI-assisted advisor workflows. More than five million investors have received a Risk Number, and the platform snaps into the gap between a firm's marketing, CRM and asset platforms to create a consistent client experience.
Scaler
Scaler is an ESG data platform built for the real estate industry that turns fragmented sustainability data into audit-ready reports and decarbonization roadmaps. Founded in 2021 and headquartered in New York and Amsterdam, its software helps asset managers, fund managers and compliance teams collect building-level energy, water and carbon data, run CRREM and net-zero analysis, and report against frameworks like GRESB, CSRD, SFDR and the EU Taxonomy - all from a single, traceable source of truth.
Prophia
Prophia is a San Francisco-based AI platform that turns the messy stack of commercial real estate lease documents into structured, searchable, decision-ready data. Founded in 2018 by Cameron Steele and Chris Hsu, the company combines machine learning with human quality control to deliver lease abstracts, rent rolls, and portfolio insights for CRE owners and asset managers.
Northspyre
Northspyre is a cloud-based intelligence platform that helps real estate developers, owners and project teams run capital projects with automation, data analytics and AI. Built to replace the spreadsheets and scattered documents that dominate development workflows, it centralizes budgets, vendor data, draws and forecasts so teams can make proactive, data-driven decisions from acquisition through stabilization. The company pioneered what it calls the Real Estate Development Management category.
Standard Metrics
Standard Metrics (formerly Quaestor) is a San Francisco-based financial data and portfolio monitoring platform for venture capital. It automates the messy work of collecting, standardizing, and benchmarking metrics from private portfolio companies, giving investors real-time performance data and giving founders a single source of truth for investor reporting. More than 100 VC firms track thousands of portfolio companies on the platform, which now connects directly to LLMs like Claude and ChatGPT through a Model Context Protocol server.
Robert Huntsman
Robert Huntsman is the Chief Data Officer at iCapital, the platform that powers much of the world's alternative-investment marketplace. He runs the teams, technology, and governance that let the firm ingest, protect, and analyze data across private equity, hedge funds, and private credit. A Stanford-trained quantitative economist with CFA and FRM credentials, he previously ran a 150-plus-person data science group at Prudential Financial. His current obsession: pointing large language models at messy, unstructured fund documents so private markets can finally move at the speed of public ones.
Carta
Carta is a San Francisco fintech that turned the messy spreadsheet of startup ownership into software. Founded in 2012 as eShares, it manages cap tables, 409A valuations, equity plans, and fund administration for tens of thousands of companies and venture funds - now positioning itself as the connective tissue for the entire private capital market.