Best AI Tools for Investors & Dealmakers

Juniper Square provides a connected fund operating system for GPs in private markets. It integrates technology and services for fund administration, investor relations, and compliance, using AI to enhance workflows from fundraising to final distribution.

AngelList provides a comprehensive platform for venture capital professionals to launch, manage, and scale private funds. It streamlines everything from raising capital and closing deals to portfolio management and LP reporting. For VCs, it serves as a full-service back office, handling the operational complexities of fund administration.

TradingView is a comprehensive market analysis platform for traders and investors. It combines advanced charting tools, real-time data across global markets, and a social network for sharing trading ideas and strategies.

For investment professionals, Betterment serves as an automated investment management platform. It combines guided investing with advanced tax-saving technology like tax-loss harvesting to manage diversified, expert-built portfolios, including options for crypto and socially responsible investing. This allows professionals to efficiently manage client assets or their own funds, focusing on strategy rather than manual trading and rebalancing.

Flowlie provides an 'autonomous back office' service (as Quill) for venture-backed companies, acting as an embedded team for finance, HR, compliance, and fundraising. It's designed to give founders the strategic insights and operational support of a full back-office function without hiring a full-time team.

Passthrough streamlines investor onboarding for venture capital and investment funds. The platform automates the creation and completion of subscription documents and integrates financial crime compliance checks like KYC/AML. This allows fund managers to close rounds faster and with greater accuracy.

Carta is an intelligent platform designed for private capital operations, connecting the data, workflows, and people involved in venture capital and private equity. It offers a dedicated Fund ERP to run fund administration, portfolio analytics, and valuations from a single source of truth. By combining cutting-edge AI with expert human service, Carta helps firms manage portfolios, move money, and model the future with greater efficiency and accuracy.

Pascal AI Labs provides an agentic AI infrastructure for institutional investment research. It deploys within your firm's VPC or on-premise, connecting to your existing data providers to automate research, generate cited memos, and surface insights that drive alpha.

PitchBook is a financial data and software company providing comprehensive intelligence on the private capital markets. It allows investment professionals to analyze company data, track deal flow, research fund performance, and identify key market trends.

Chronograph provides cloud-based analytics and data management solutions for private capital investors. It helps Limited Partners (LPs) and General Partners (GPs) understand and manage their investments with detailed transparency, from underlying portfolio companies to funds and vehicles.

Harmonic is an AI-powered startup discovery engine for investment professionals. It provides proprietary data and an AI agent, Scout, to help venture capital and growth equity teams find, research, and act on investment opportunities earlier and faster than the competition.

Peony is a modern virtual data room (VDR) designed for investment and M&A professionals. It uses AI to organize files, answer diligence questions directly from documents, and provide page-level analytics on viewer engagement. This helps deal teams accelerate transactions, from fundraising to exit, with greater security and intelligence.