2026 Cohort
Design partners
We're working with a small number of firms to build out the platform for their asset classes. Direct access, preferential terms, real influence on the roadmap.
What partners get
Influence, access, and terms built around the relationship.
Benefit 01
Direct input on asset-class configuration.
How your asset classes are modeled, what KPIs are tracked, and how the data layer maps to your sources are decisions made with partners, not shipped at them.
Benefit 02
Early access to new surfaces.
Partners see new modules before general release and get a window to configure them against live portfolios before the public launch.
Benefit 03
A standing line to the product team.
A named product lead and engineer on every partner engagement — not a support queue, not a ticketing system.
Benefit 04
Preferential commercial terms.
Founding-cohort pricing that persists through the first published release, with the terms written up front.
What we ask
A real partnership, not a passive beta list.
Ask 01
Regular feedback sessions.
A 30-minute standing review every two weeks while a module is being configured, plus async access to the team in between.
Ask 02
Willingness to be referenceable.
Once the platform has earned it, we'd like to be able to name you as a partner. Not before then.
Ask 03
A real portfolio to configure against.
The program is built around live data, real workflows, and actual questions you need answered — not a sandbox.
Who we're looking for
Three profiles that shape the first configuration work.
Private Equity
Lower-middle-market to mid-market sponsors.
Firms where the deal partner and operating partner both need the EBITDA bridge and value-creation plan to live in the same place as the quarterly numbers.
Venture Capital
Emerging and mid-size funds.
$100M–$1B funds that want founder updates normalized automatically and reserve decisions supported by synthesized signal, not manually chased spreadsheets.
Family Offices
Single and multi-family offices.
Offices with meaningful private-markets allocations, commitments across multiple managers, and a need for look-through exposure and pacing that the reporting platform doesn't answer.
Apply
Tell us about the firm.
We read every application. If the profile fits the cohort, we'll reply within two business days to set up a 20-minute conversation.
Rather talk first?
A 15-minute call is usually the fastest way to figure out whether the program fits your portfolio.
Request a demo