Data Partners
The breadth and quality of our data partnerships power the accuracy of every report we generate.
Data Source Categories
We integrate with the leading providers across four critical data domains.
Market Data Providers
Real-time and historical pricing, reference data, yield curves, and risk metrics from the industry's most trusted market data vendors.
- Real-time pricing and valuations
- Historical time series and benchmarks
- Credit ratings and risk metrics
- FX rates and interest rate curves
Fund Administration Platforms
Direct integrations with major fund administrators to pull NAV, investor allocations, capital account statements, and transaction-level data.
- NAV and investor capital accounts
- Capital call and distribution records
- Fee calculations and waterfall data
- Trial balances and general ledgers
Regulatory & Compliance Feeds
Automated ingestion of regulatory filings, sanction lists, and compliance data from SEC, FINRA, FCA, and other global regulators.
- SEC EDGAR filings and Form PF data
- OFAC and global sanctions screening
- Beneficial ownership registries
- ESG disclosure frameworks
Portfolio Company Data
Standardized ingestion of portfolio company financials, KPIs, and operational metrics — regardless of how each company reports internally.
- Revenue, EBITDA, and cash flow metrics
- Operational KPIs and headcount data
- Board packages and management reports
- Valuation marks and comparable analysis
Market Data Partners
Fund Administration Platforms
AI Model Partners
Data Security & Privacy
All partner data feeds are encrypted in transit (TLS 1.3) and at rest (AES-256)
Data is processed only for its stated purpose — never shared across clients or used for model training
Partner access is governed by formal data sharing agreements with strict usage and retention controls
SOC 2 Type II and ISO 27001 certified data handling across all integration points
Interested in Becoming a Data Partner?
We're always expanding our data ecosystem. If you provide data or services to the private capital industry, let's talk.