Private markets,
connected.
Co-Invested Intelligence is the operating system for direct investors and the sponsors they back. Track everything you own — funds, direct deals, real estate, public holdings, cash, and liabilities — reconcile every document, and stay in sync with your sponsors on one permissioned network.
Q2 2026 — All entities
Private markets still run on PDFs and spreadsheets.
Direct investors juggle quarterly reports across a dozen sponsors, key K-1s into Excel by hand, and chase wires that should have settled weeks ago.
Sponsors do the mirror image — sending the same packet to fifty LPs, reconciling capital calls one email reply at a time. Co-Invested Intelligence closes the loop.
Built for the way private investors actually operate.
Your documents, read and reconciled in seconds.
Drop in K-1s, capital-call notices, distribution statements, and quarterly reports. Co-Invested Intelligence's AI extracts every transaction, proposes the resulting ledger entries, and waits for a single click to commit them — with the source page pinned beside every line.
- Identifies the sponsor, vehicle, and entity automatically
- Cross-checks proposed transactions against your existing schedule
- Surfaces variances vs. expected capital calls and distributions
- Audit log captures the source page for every committed entry
Pricing that scales with you.
Investor pricing indexed to invested capital. Sponsor pricing tailored to your LP base. Migration always included.
Getting Started
For investors with up to $10M deployed.
- Unified portfolio
- Document AI
- Up to 5 entities
- Email support
Professional Investor
Indexed to at-work invested capital. Most popular tier.
- Everything in Getting Started
- Unlimited entities & users
- Sponsor connection layer
- Guided onboarding & migration
Sponsor Workspace
For GPs, fund managers, and operators.
- LP pipeline & cap-table
- Investor data room
- Two-way reconciliation
- Hands-on onboarding
See Co-Invested Intelligence in your workflow.
30-minute demo with our founding team. We'll show you the workspace tuned for your firm and walk through migration.