Osyte provides a machine learning and AI-enabled platform for managing liquidity and capital calls across liquid, illiquid, and private assets, streamlining complex investment processes. By automating data integration and trade management, Osyte reduces transaction time by 95% and can save firms over $1 million annually for every additional $1 billion in assets under management.
Funding
$4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Managing multi-asset portfolios, especially those including illiquid and private assets, involves complex data integration, manual processes, and disparate systems, leading to inefficiencies and potential errors. Investment firms struggle to gain a unified view of their portfolios, hindering timely decision-making and optimal client outcomes.
Solution
Osyte offers an AI-enabled portfolio management platform designed to streamline investment processes across liquid, illiquid, and private assets. The platform automates data integration from various sources, provides a single dashboard for all portfolio data, and facilitates straight-through processing of different trade types. By centralizing portfolio oversight and automating key workflows, Osyte enables investment teams to reduce operational costs, improve decision-making speed, and enhance client outcomes.
Target Audience
Osyte primarily serves investment consultants, large asset managers, and multi-family offices managing complex, multi-asset portfolios.
Features
- Unified platform for managing ETFs, mutual funds, listed securities, commingled funds, hedge funds, private equity, venture capital, private debt, and private real estate
- Automated data integration from custodians, market data providers, and internal data warehouses
- Customizable investment workflows for taxable and tax-exempt portfolios
- Daily validated multi-asset exposure views with customizable asset class hierarchies
- Proxy valuations for estimating daily NAV for commingled funds and unlisted assets
- Investment guideline monitoring and "What-If" tools for analyzing rebalancing and cash flows
- Automated LOD/LOI/subscription document creation and e-signatures
- Systematic cash management for capital calls, benefit payments, and settlements
- Client service portal for transparency into portfolio information and reports