Tool directory

4DegreesCRM

Relationship CRM for private capital.

AddeparPortfolio monitoring

Wealth data and reporting.

AffinityCRM

Relationship intelligence CRM.

AieraResearch

Event and earnings call intelligence.

AletaPortfolio monitoring

Wealth reporting platform with AI document reading and MCP.

AllvueFund admin

Alternative investment software.

AlphaSenseResearch

Market intelligence search over filings, transcripts, broker research.

AltooPortfolio monitoring

Wealth consolidation platform.

AltviaCRM

CRM and investor relations for private capital.

AngelListFund admin

Fund infrastructure.

AnsaradaDiligence

Data rooms.

ArchLP tools

Alternative investment document management.

ArcherModeling

Multifamily underwriting automation.

ArkhamData

On-chain intelligence.

Art RecognitionArt authentication

AI authentication of artworks.

ARTDAICollection management

AI collection data management and valuation for family offices.

Artnet Price DatabaseArt data

Auction price database with 18M+ verified results.

ArtpriceArt data

Auction results and price indices for 700k+ artists.

ArtsyArt data

Art marketplace with price database and collector tools (absorbed Arthena).

ArtTacticArt data

Art market research, auction analytics and Art & Finance reports.

Artwork ArchiveCollection management

Art inventory and collection management.

AshbyFirm: Recruiting/talent

Ashby is an all-in-one recruiting platform (ATS, CRM, scheduling and analytics) that many fast-growing startups and funds use.

AsoraPortfolio monitoring

Family office wealth platform.

Asset ClassFirm: IR/fundraising/LP comms

Private capital platform (CRM, fund ops, LP portal) with Athena, role-based Claude agents that draft the work for approval.

Asset VantagePortfolio monitoring

Family office accounting and reporting.

AttioCRM

AI-native CRM.

AuquanAgents

AI agents for research and due diligence.

BettermentPortfolio monitoring

Robo-advisor.

Bigdata.comData

RavenPack AI search and data for finance.

BillFirm: Internal finance/accounting

BILL is a financial operations platform for AP, AR and spend, with AI that captures invoices and automates approvals.

Bloomberg TerminalData

Market data terminal with AI features.

Blueflame AIAgents

AI platform for alternative investment managers.

Boosted.aiAgents

AI agents (Alfa) for investment managers.

BrexFirm: Internal finance/accounting

Brex offers corporate cards, banking and expense management in 120+ countries, with AI to automate expense and compliance tasks.

BrightwaveResearch

AI research assistant generating investment research.

CanoeLP tools

Alternative investment document automation.

CanvaFirm: Marketing/brand/content

Canva is the design tool funds use for social posts, decks and event graphics, with Canva AI for generating designs and copy.

Capsa AIAgents

AI platform for private capital that puts a firm's past deals, CRM and documents behind every new decision.

CaptideResearch

AI for financial disclosures.

CartaFund admin

Cap tables and fund administration.

Carta LP portalFirm: IR/fundraising/LP comms

Carta's fund admin includes an LP portal where investors see capital accounts, documents and distributions, part of its ERP for private capital.

CarusoFund admin

AI-native fund administration and software for private market managers.

CB InsightsData

Market intelligence on private companies.

ChatGPTAgents

General assistant.

CherreData

Real estate data platform.

ChronographPortfolio monitoring

Portfolio monitoring for PE and LPs.

ClaudeAgents

General AI assistant from Anthropic with Claude Code, Cowork and MCP connectors.

Claude for Financial ServicesAgents

Claude finance offering.