portfolio-insights
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Leonardo247
Leonardo247 is a cloud-based, mobile-first property operations and maintenance platform built for the multifamily real estate industry. Its software - often referred to as 'Leo' - pushes daily tasks, workflows, inspections, preventative maintenance and compliance procedures to onsite teams so nothing slips through the cracks. Founded in 2014 by industry veteran Daniel Cunningham after a building he managed lost hot water due to a missed maintenance step, the company now counts half of the nation's ten largest multifamily owners and operators among its customers and has appeared on the Inc. 5000 list of fastest-growing private companies.
Reflexivity
Reflexivity (formerly Toggle AI) is a New York-based fintech that builds AI-driven market intelligence for institutional investors. Founded by former portfolio managers, it pairs a proprietary financial Knowledge Graph with large language models to deliver fast, explainable, 'zero-hallucination' investment analysis - from SEC filing summaries and scenario modeling to autonomous deep-research agents - on top of curated institutional data from providers like S&P Global, LSEG, Cboe and Nasdaq.