Fund Investment Tools
Fund Investment Tools (FIT) provides AI-powered SaaS for private markets fund investors and professional advisers, automating complex workflows like ECI withholding analyses and secondaries LP portfolio construction. The platform delivers auditable data insights at scale in seconds, minimizing administrative burden so users can focus on value creation. FIT includes specialized tools such as an ECI Withholding Tool, Valuation Bridge, and Portfolio Builder.
- Artificial Intelligence
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Private markets fund investors and professional advisers face significant administrative burdens when managing complex investment workflows, including constructing secondaries LP portfolios and conducting ECI withholding analyses. These tasks require processing large volumes of data manually, which is time-consuming, error-prone, and diverts attention away from value-creation activities.
Solution
FIT delivers AI-powered SaaS solutions that automate and streamline private markets investment workflows. The platform provides auditable data insights at scale in seconds, enabling users to complete complex analyses—such as ECI withholding determinations and portfolio construction—without manual spreadsheet work. By combining precision-built tools with a secure-by-design architecture, FIT frees investment professionals to focus on strategic decision-making rather than administrative tasks. The platform is ready for immediate deployment and scales to meet the demands of professional investment teams.
Target Audience
Primary customers are private markets fund investors, including institutional allocators and professional advisers who need efficient, auditable tools for portfolio construction, valuation, and tax compliance workflows.
Features
- ECI Withholding Tool for automated effectively connected income tax analyses
- Valuation Bridge (BETA) for streamlined portfolio valuation workflows
- Portfolio Builder (BETA) for constructing secondaries LP portfolios
- AI-powered data processing that delivers auditable insights in seconds
- Secure-by-design architecture ensuring data protection and compliance readiness