Our Partners

AngelList

AngelList is building the infrastructure that powers the innovation economy. They actively support over $171B in assets on platform, spanning more than 25k funds and syndicates, and over 72k active investors across the private markets.

AngelList’s software offers a seamless, unified, and modern experience for firms, reducing operational complexities, improving fund efficiency, and enhancing the investor journey.

Through their partnership with EFSI, AngelList provides firms with fundraising software (Data Room, Digital Subscriptions), an Investor Portal platform for distributing documents and portfolio information, and a banking offering that allows firms to seamlessly open an account with a GSIB while providing direct access to money market funds.

Arctium Capital Management

As your boutique Outsourced Chief Investment Officer (OCIO), Arctium Capital Management delivers institutional-grade portfolio solutions with a highly customized, client-centric approach. We build truly differentiated portfolios for discerning investors. Each OCIO solution is tailored to your organization and total portfolio. We offer institutional-grade risk management, strategic portfolio construction, investment research, due diligence, and seamless operational support. Our edge lies in blending the robust infrastructure of an institutional firm with the agility, innovation, and close relationships of a boutique, delivering sophisticated investment solutions typically reserved for the world’s largest investors.

Ashton Global

Ashton Global is a fintech-backed capital introduction and seeding platform focused on emerging investment managers. Each year, we review applications from over 400 managers globally across public and private equity, credit, real assets, and niche special situations. We connect these managers with family offices, asset managers, and institutional allocators seeking differentiated alpha and impact-oriented strategies. Through structured transactions and GP-stake partnerships, we can execute seed transactions from $5 million to $25 million, helping managers scale AUM while providing capital providers with curated, institutional-quality opportunities and robust due diligence support.

9AT

Headquartered in New York, NY and serving clients worldwide, 9AT enables service and software providers in the alt fund space to generate leads, target prospects daily, and help them to close more sales. The platform aggregates data on managers, private funds, and their service providers and presents it to users in an easy-to-digest format. Specifically, 9AT covers more than 20,000 RIAs, 80,000 private funds, and 2,000 service providers. The data portal gives users the ability to slice, dice, and interact with the data in a meaningful way. 9AT features alerts for new funds, managers, and filings, as well as intel about competitor client gains and losses to help target and speed up the sales cycle.

Bite Investments

Bite Investments is a global financial technology company providing innovative and scalable software solutions to the ever-expanding alternative asset and wealth management industry. The firm’s SaaS platform, Bite Stream, offers end-to-end solutions designed to simplify and streamline the entire investment process, from fundraising and investor relations to reporting and data management. With a commitment to security and efficiency, Bite Investments is trusted by its clients, leading alternative asset and wealth managers, fund administrators, and a range of other investment professionals worldwide.

Broad Gauge

Broad-Gauge is a managed data service for Private Equity firms to unlock untapped value in their portfolio companies by prioritizing human capital as a strategic investment rather than a cost center. As new levers for value protection and creation, these unique and critical metrics offer the ability to drive operational improvements, reduce risk, enhance financial performance, and prepare for successful exits across a portfolio.

BW Cyber

BW Cyber is here to solve your most difficult cybersecurity challenges. When it comes to cybersecurity, you don’t know what you don’t know until it’s too late. That’s why you need to have a trusted partner committed to going the extra mile.

For over 30 years, the team at BW cyber has been at the forefront of the fight against cybercrime. Comprised of former CIOs, CISOs, seasoned cybersecurity and compliance experts, and former US military personnel with top secret security clearance, the BW Cyber team is meticulous, diligent, and committed to simplifying the complexity of cybersecurity.

DealGen Partners

DealGen Partners is the premier outsourced business development solution for private equity funds. They provide turn-key deal origination services by utilizing cutting edge technology and a personalized high touch approach. Dealgen is not another software subscription, but a full team of service providers who work hand in hand with their clients to truly become an extension of their fund’s business development efforts. Their key differentiators are their technology and incredible communication. In 2022, DealGen originated 12 closed transactions for their clients, and this year are expected to get to 18 transactions across portfolio companies and strategic tuck-ins. DealGen sources across all different sectors and industries, specializing in the lower middle market of PE. If your fund is worried about missing good deals or having inconsistent business development efforts throughout the year, then reach out to the team at DealGen Partners, whose one and only job is to keep filling the funnel, 24/7.

Digital Mosaic

At Digital Mosaic, our mission is to transform how businesses connect with their audiences. Through innovative AI-assisted email marketing strategies, we help companies drive engagement and achieve impactful outcomes in today’s competitive digital landscape. Leveraging cutting-edge, AI-powered technology, Digital Mosaic streamlines email marketing processes, enhances customer experiences, and delivers clear, data-backed results. Our comprehensive approach includes predictive analytics, personalized content creation, automated segmentation, and behavior-triggered campaigns—ensuring each client receives strategic, goal-aligned solutions that produce real, measurable value.

FundsTOTAL

FundsTOTAL is built by Unilogic, a New York-based innovative provider of portfolio and risk management solutions for hedge fund managers. It is a state-of-the-art SaaS platform offering real-time trade capture, portfolio management, risk analytics, performance attribution, and investor communication tools tailored to the needs of hedge funds.

Our mission is to deliver user-friendly, cost-effective, and rapidly customizable solutions that enable our clients to focus on their core competencies—managing investor capital. Since the launch of FundsTOTAL, we’ve served hedge fund clients ranging from startups to multi-billion-dollar, multi-strategy firms. Working with us means gaining not only cutting-edge software but also a trusted technology partner

Fundviews Capital

Our platform provides a complete end-to-end solution for asset managers or wealth managers to structure, launch, operate and grow their professional investment funds.

You can launch a fund in a matter of weeks, not months, and with minimal capital outlay – not only reducing the risk of launching a fund but also maximizing your chance of success.

Once launched, you will find that a dedicated team of professionals is just a phone call or email away at all times.

GRMA

GRMA is a leading FinTech and advisory firm. Our offering is a complete and cost-effective Software as a Service solution (SaaS) for investment and performance data aggregation and portfolio and risk reporting.

We provide asset owners and asset managers with better portfolio insight and streamlined workflows for data management, reporting and portfolio monitoring. Our solution comprehensively covers public and private investments—including all types of internal and external reporting.

Our outsourced reporting solution encompasses: investment holdings exposure, performance attribution and benchmarking, compliance with investment policy limits, risk management and ESG metrics. Solution options for clients include: custom reports, dynamic dashboards and cloud data storage. In addition, with our extensive practitioner and industry experience, we can provide value-added advisory services to our clients.

GRMA’s principals each have over 25 years of senior-level investment risk management experience at major global financial institutions, asset management firms and in the government.

Investment Management Support Solutions (IMSS)

Investment Management Support Solutions (IMSS) provides investment firms with an end-to-end solution to consultant database reporting.  The firm’s innovative Data-Centrix technology, coupled with its unparalleled client service, significantly streamlines the database reporting process, and reduces time constraints managers face internally with data collection, while expediting the consistency and flow of information to consultant databases globally.  The firm is 100% independently woman owned, and its team of experts have a combined 30+ years of experience in consultant database management and reporting.

Kiski

Kiski Group, Inc. provides powerful portfolio analytics and risk tools through a customizable platform tailored to align with your existing workflow and strategy.  We designed our analytics platform, Kiski Platform Solutions, to assist asset managers and allocators to scale by leveraging technology to maximize resource efficiency – enabling investment professionals to optimize portfolio performance and make informed decisions that drive asset growth. Supported by high-touch assistance, Kiski delivers crucial insights that empower you to confidently address investor questions and empirically demonstrate efficient portfolio construction.

Livermore Trading Group

Livermore Trading Group Inc. is a full-service broker-dealer that adheres to the highest standards in execution trading. Employing seasoned traders, Livermore provides a personal trading touch that caters to each client’s specific needs. We do not commit capital, thus eliminating conflicts inherent in proprietary trading. This unbiased approach allows us to focus on what’s paramount – our clients.

Our philosophy is to act as an extension of our client’s trading desk. We provide transparency in our trades with real-time knowledge of the market. This efficient, client-directed approach to execution trading affords insights and broad market access.

Livermore Trading Group’s execution strategies differ based on the wishes of our individual clients. Our team evaluates each client’s needs and hand tailors an execution strategy based on their objectives. It is our extensive experience with the market and our commitment to creating customized execution strategies that sets us apart from other Wall Street Firms.

Minerva Engine

Minerva Engine offers a 360° integrated analysis that bridges the gap between insight and execution. By fusing advanced AI analytics with seasoned human expertise, we transform cross-disciplinary data into tailor-made tools and intelligence reports. Our four-tiered reporting structure spans everything from foundational market research to fully customized frameworks for M&A due diligence, market expansions, or corporate pivots at a fraction of traditional consulting costs and turnaround time. For private equity, corporate development, and investment banking teams seeking depth beyond SaaS or overpriced advisory, Minerva Engine provides a unified, objective-driven perspective powered by scenario modeling, risk simulations, and expert validation. The result? Actionable intelligence that clarifies competitive realities, reveals fresh opportunities, and fuels high-stakes growth with speed and confidence.

OpsCheck

OpsCheck is a cloud-based operations control and oversight tool. OpsCheck is designed to enable management to have full oversight over its daily operations. By utilizing OpsCheck, firms are able to track, monitor and, document every process, project, and workflow within their organizations, ensuring no task passes its due date or is left incomplete. OpsCheck enables firms to demonstrate operational excellence to auditors, regulators, or clients through a clear audit trail, detailing the task owner, relevant documentation, and task-specific notes.

Phoenix CG

Phoenix CG serves companies seeking funding and financing for growth/expansion, new ventures, or a successful exit/capital event. We primarily focus on alternative funding solutions and asset -based lending (ABL) solutions. We bring to our clients both traditional and non-traditional debt financing, preferred equity and equity funding and acquisition capital sources, including family offices, private equity, equity funds, venture capital and ABL Lenders. We also can provide our clients with targets on their exit and buy-side transactions and the funding necessary to complete its buy-side strategies.

Romina Day

Romina Day Partners is an AI-native automation platform transforming how investment firms operate. Using Multi-Agent Team Engines (MATES) — digital teams of specialized AI agents — Romina Day automates complex investment workflows including NAV reporting, financial statement review, due diligence (DDQs/RFPs), and onboarding.

Built for financial institutions, the system integrates directly into existing data and compliance architecture, enabling firms to reduce manual work, accelerate reporting cycles, and improve accuracy without changing their core systems or processes. Every workflow is fully governed and auditable, with humans maintaining complete oversight and decision authority.

Romina Day supports asset managers, fund administrators, allocators, and institutional advisory firms seeking to scale operational capacity without increasing cost. By removing repetitive manual tasks and centralizing data interpretation, Romina Day frees teams to focus on higher-value analysis, client servicing, and portfolio decisions.

TAAUS

TAAUS Secure Technologies is a New York-based cybersecurity firm specializing in providing trusted technology and cybersecurity solutions for government, industrial, and professional services sectors. We offer a full suite of technology services, including cybersecurity solutions design and implementation, managed security services, compliance support, integrated identity and access management, and incident response.

Tres Comma Compliance

Tres Comma Compliance (TCC) empowers organizations to seamlessly capture and archive business communications—including iMessage, WhatsApp, and other platforms—while safeguarding personal privacy.

Our AI-driven platform automatically isolates work-related conversations from personal chats, ensuring only compliant data is retained. Advanced risk detection then monitors messages in real time, flagging potential compliance issues before they escalate.

Whether you’re addressing SEC 17a-4, FINRA 4511, or other global regulations, TCC simplifies compliance with a secure, automated solution so your team can focus on driving business forward.

Tribexa

Tribexa is a fully integrated, white-labeled , proprietary SaaS solution designed to address the unique challenges of fragmented private markets.  Offering a comprehensive suite of tools, it enables companies, asset managers, service providers, and institutional investors to streamline operations; ensure compliance and transparency; maximize efficiency; reduce risk and cost—all in one secure, user-friendly platform while retaining institutional knowledge in perpetuity.  Tribexa’s ecosystem provides the infrastructure that is currently only enjoyed by publicly traded securities.

Tribexa’s creates an end to end solution for all stakeholders inside and outside the organization using its customizable workflows for fundraising, equity & cap table management, e-signature, investor relations, investor portals with tools for the investor, compliance, task & calendar management, HR tools, billing & finance tools, scenario planning, capital calls & distributions management, portfolio tracking of terms and financial data, data rooms and much more.

Verivend

Verivend, an iAltA company is the only payments-powered end-to-end investment management platform for GPs and Sponsors. Raise, manage, deploy investor capital and close your deal 3x faster without relying on manual and costly legacy processes.

GPs and Sponsors across Private Equity, Venture Capital, Real Estate, and Private Credit use Verivend to launch deals, onboard investors, collect commitments, and execute capital calls and distributions for Funds, SPVs, Syndications, and Co-Invests.

Investors and LPs benefit from a centralized portal where they can review deals, sign documents, and send or receive funds as easily as Venmo, improving transparency and reducing friction at every step. Verivend reduces administrative workload, shortens fundraising timelines, and improves the investor experience throughout the entire investment journey. Trusted by 200+ GPs and Sponsors, Verivend has processed $2.5B+ of transactions across 2,000+ investment entities and 25,000+ investors.