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Addepar adds to alternatives capabilities

Monday, February 24, 2025
Opalesque Industry Update - Addepar, a leading global technology and data platform for investment professionals, today announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator. These capabilities are purpose built to enhance data-driven decision-making and boost operational efficiency for advisors and institutions managing complex portfolios with alternative investments.

With the global market for alternatives rapidly growing, Addepar equips its clients to navigate this complex landscape of strategies, managers and vehicles with precision. Supporting over 1,200 client firms managing and advising on more than $7 trillion in assets-40% of which are alternative investments-Addepar continues to deliver unmatched visibility into diverse multi-asset portfolios for the world's most demanding family offices, RIAs, private banks, wealth management franchises and institutions.

Addepar Alts Data Management simplifies the complexities of managing alternatives by collecting and extracting key information from a range of alternatives documents including capital account statements, distribution notices, and capital calls. Combining AI technology with human verification by trained analysts, it automates workflows to increase efficiency, ensure high data accuracy, and provide a timely view of private fund investments within the Addepar platform.

Addepar's Private Fund Benchmarks offer quarterly and since inception performance data to help advisors and institutions analyze, report, monitor, and identify key performance drivers in their private fund investments. Built from aggregated and anonymized data within the Addepar platform, the benchmarks are constructed using robust cash flow data from approximately 12,000 funds, 4,400 managers, and 115,000 Limited Partner (LP) positions and have been academically vetted. Private Fund Benchmarks empower investors to refine strategies and gain deeper insights into private market performance.

Addepar Navigator now features private fund cash flow forecasts that leverage a new aggregated and anonymized dataset of capital calls and distributions from across the Addepar platform. With built-in assumptions based on actual historical cash flows, clients can generate forecasts based on real investment patterns across alternative positions including private equity, venture capital, and private debt.

"We're deeply invested in the success of our clients, which is why Addepar dedicates $100 million annually to research and development," said Don Nilsson, Chief Product Officer at Addepar. "These new solutions are a testament to our ongoing collaboration and our commitment to providing them with the best possible tools."

Addepar's dedication to ongoing and sustained innovation is evident in the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator. With over 50% of its global team focused on technology and data, the company is committed to providing long-term value and empowering its partners to achieve their investment goals in the dynamic alternative asset landscape.

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