Leading allocators use Tetrix to see their whole portfolio and trust every number in it.
Foundations
$5B+
U.S. private foundation
$2B+
U.S. healthcare foundation
$1B+
U.S. private foundation
Family Offices
$5B+
global evergreen investment firm
$1B+
single-family office
Indian
Family Office
Funds of funds
$10B+
global evergreen investment firm
$1B+
North American investment office
European
Fund of funds
Endowments
Top-10
U.S. university endowment
Top-20
U.S. university endowment
$5B+
U.S. nonprofit endowment
Pensions and public investors
$20B+
North American public pension
$20B+
North American corporate pension
Government-affiliated
institutional investor
Foundations
$1B U.S. foundation
Over 600 private fund documents were extracted in an afternoon during implementation.
“During implementation, we uploaded over 600 private fund documents - from financial statements to quarterly reports and schedules of investments - and the initial extraction was completed in just an afternoon.”
Director, $1B U.S. foundation
Family offices
W3 Family Office
After a long search, W3 found one platform for back-office efficiency, portfolio management and cash flow planning.
"Tetrix has not only enhanced operational efficiencies of necessary back-office tasks, but it has also become a highly valuable front-office investment tool for ongoing portfolio management and cash flow planning."
Axel Wessell, Partner, W3 Family Office
Fund of Funds
Next Legacy
Moved manager diligence off a patchwork of systems and onto Tetrix.
“Tetrix has closed the gap between data and decision-making. The customizable analytics supercharge our ability to gain insights from our portfolio of over 30,000 companies and hundreds of funds.”
Whitney Lemmon, Partner, Next Legacy Capital
Foundation
$5B U.S. private foundation
Chose Tetrix to take the manual work out of its workflows, and expects more as the platform grows.
"As it evolves toward a comprehensive, end-to-end portfolio solution, we believe Tetrix will unlock meaningful efficiencies, improve data accuracy, and deliver real-time insights across our portfolio"
Director, $5B U.S. private foundation
Family offices
Point Olema Capital Partners
Uses Tetrix’s AI chat to look up specifics across its portfolio, with sources cited.
“Using Tetrix has made finding specific investment details remarkably intuitive and fast. It’s a robust platform, and the cited AI chat function gives us confidence in the accuracy of the data we’re viewing.”
Samuel Cachola, Director of Operations, Point Olema Capital Partners
Funds of funds
Solamere Capital
Information that used to take days to compile is now immediately available.
“The Tetrix platform has given us immediate access to information that used to take us days to compile.”
Scott Hutchins, Partner, Solamere Capital
Funds of funds
Venture fund of funds
Replaced sending files, waiting and reconciling outputs with ingesting, validating and analyzing data directly.
“Whenever we have a workflow need, it gets addressed quickly and thoughtfully. Tetrix feels like having an extension of your team fully dedicated to unlocking your private fund data.”
Managing Partner, Venture fund of funds
Funds of funds
Fund of funds
Reporting data in one place, with the API as the next step.
“The main value for us has been around consolidating our reporting data into one place, improving its consistency, and saving time through workflow automation - particularly for recurring quarterly processes.”
Finance Officer, Fund of funds
Funds of funds
Leading NY secondaries firm
Uses Tetrix to take document collection and data entry off the team’s plate.
“The work I used to dread - pulling files from portals, chasing documents, and entering data into spreadsheets - is now automated. Thanks to Tetrix, those hours are spent on real investment work.”
Associate, Leading NY Secondaries Firm
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