Tetrix unifies the full investment data stack, from document collection to extraction, analysis, and reporting, in one AI-native platform. Manage private-market data with public-market precision.
Unifying private-market data into one intelligent system.
With AI-native extraction, real-time analytics, and full transparency, Tetrix gives allocators a unified view of their entire portfolio that is accurate, auditable, and instantly actionable.
Dynamic dashboards and diligence tools turn structured data into actionable insights. Visualize exposures, benchmarks, and fund comparisons — or upload data rooms to evaluate opportunities instantly.
Result:
Real-time visibility that powers faster, sharper investment decisions.
Powerful portfolio dashboards
Dashboards that mirror your investment lens — from asset-level to portfolio-wide exposures, performance, and risk.
Faster diligence
Upload data rooms and instantly surface key metrics, exposures, and trends.
AI chat
Ask questions about your data — Tetrix AI delivers instant, source-linked answers on funds, benchmarks, and exposures.
From PDFs and Excels to structured data in seconds. Our AI engine parses, validates, and normalizes even the most complex reports while keeping every value traceable to its source.
Result:
95% fewer manual steps and faster, more reliable insights.
Handles every document type
Our AI pipeline supports all fund and investor document formats—no training, templates, or setup required. Scale instantly across all data sources.
Best in class accuracy
AI extraction with human-in-the-loop verification ensures every data point is traceable, validated, and purpose-built for alternative markets.
The Tetrix matrix
Define custom extractions that match your internal taxonomy, models, or reports. Export this data or plug it directly into your analytics dashboards.
Stop chasing portals and inboxes. Tetrix automates the retrieval of fund documents across all portals and email inboxes using agentic AI. Documents are securely monitored, ingested, and classified with version control and a complete audit trail, giving you a single source of truth for all your documents.
Result:
1,000s of team hours saved in collecting reports and tracking if they were received or not, alongside full visibility into your data.
Secure portal logins
Automated AI-agent workflows enable Tetrix to safely and scalably retrieve documents directly from fund portals and emails.
Continuous monitoring
Agentic AI continuously scans connected portals and inboxes for new uploads, ensuring your data is always current and complete.
Audit history
Every document version is tracked, time-stamped, and archived for full traceability across reporting periods.
