portfolio-analytics
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Valuefy wants to end wealth management’s spreadsheet relay
The wealth technology company grew out of portfolio analytics. Its bigger bet is that advisers can do better work when the client, the trade and the back office share the same numbers.
ESG Book Wants to Turn the Sustainability Questionnaire Into a Shared Ledger
The old ESG market sold answers in black boxes. ESG Book is betting that banks and companies would rather see the workings - and fill out the form only once.
Addepar Built the $9 Trillion Answer to One Expensive Question: What Do We Actually Own?
Addepar turned the family office's ugliest spreadsheet problem into a global data platform. The software is powerful, costly and increasingly difficult to replace - which is precisely the point.
The Spreadsheet Tax Hiding in Your Mortgage - and Livegage’s Plan to Cut It
Mortgage servicing is a maze of rulebooks, reconciliations and aging core systems. Livegage’s wager is simple: don’t rip out the plumbing - make the work around it faster, more predictive and far less dependent on spreadsheets.
The $120 Billion Spreadsheet Problem Canopy Wants to Retire
The richest portfolios often run on the poorest plumbing. Canopy turns bank feeds, PDFs and private assets into one reconciled record - then gives family offices and wealth managers something rare: a number they can defend.
The Company That Decides Which Markets Count
MSCI turns messy global markets into three-letter labels like EAFE and ACWI - and roughly $6.4 trillion in investor money follows where those labels point.
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.
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.