Harness the power of your private markets data

An AI-powered solution that transforms complexity into clarity

The Questions that Matter

What are my largest exposures, and where are they held?

What were my biggest distributions last quarter, and what drove them?

Which assets had the biggest valuation changes in my portfolio?

Which sector bets drove my returns over the past years?

What are my managers saying about the road ahead?

What themes are emerging across my portfolio?

What portfolio activities impacted performance this quarter?

These answers already exist in your data.

PerceptoIQ connects, structures, and surfaces them, so your team spends time on decisions, not data assembly.

Contextual Reasoning

A deep research capability powered by applied AI that translates data into clear narratives and insights

Intelligent Oversight for Private Markets

Daily Digest

Personalized daily briefings generated using AI, combining portfolio activity with external news and market context

Asset-level Analysis

Unified data across assets (funds, directs, and coinvests) for clearer exposure analysis

AI Document Extraction

Fast, scalable document processing in minutes, using AI trained on real-world GP documents

Seamless Integration

Connect to existing systems to unify, enrich, and analyze data without replacing current infrastructure 

Who we serve

Family Offices | OCIOs | Institutional Allocators

Strengthens oversight with a comprehensive view of asset exposures

Enable proactive decisions through analytics and reasoning tools

Streamline operations through automated data and integrated systems

Ensure auditability with a timestamped record of data and assumptions