Build and Analyze Portfolios with Private Market Investments
Access our database of private equity, private credit, real assets, and venture investments with tracked risk/return/performance metrics. Don't see what you need? Model custom alternatives with our flexible security builder. Analyze portfolios across all asset classes with unified risk assessment, performance tracking, and portfolio comparison tools.
Schedule a Demo
Trusted by advisory firms across North America
Database of Private Market Securities
Access our comprehensive database of private equity, private credit, real assets, and venture investments. Each security includes tracked risk/return/performance metrics, correlation data, and historical returns. Search by strategy, vintage, sector, or geography to find the right alternatives for your portfolios.
Custom Private Security Builder
Model custom alternatives not in our database. Create securities for private equity funds, private credit, co-investments, evergreen structures, and fund-of-funds. Define return profiles, volatility assumptions, liquidity terms, fee structures, and correlation assumptions. Model any private investment structure.
Multi-Asset Portfolio Analysis
Analyze portfolios across all asset classes—equities, fixed income, alternatives, and annuities—in unified reports. Run portfolio comparison, Monte Carlo simulation, tax transition analysis, and risk assessment. See how private allocations impact overall portfolio risk/return profiles and compare alternative strategies vs. public market benchmarks.
Unified Performance Tracking
Track portfolio performance including both public and private assets in one view. Monitor risk metrics, asset allocation, and performance attribution across all asset classes. Calculate IRR, TVPI, DPI, RVPI, and time-weighted returns with accurate performance tracking for alternatives alongside traditional investments.
Perfect for: Multi-Family Offices Managing $500M+, RIAs with 20%+ Alternatives, Endowments & Foundations
Build portfolios with alternatives using our database of private market securities—or model custom alternatives. Institutional-grade portfolio construction and analysis without hiring a team of analysts.
Perfect for Your Practice
Discover how different financial professionals use this feature
Enterprise-Grade Security
Your data is protected with bank-level security
Compliance & Privacy
Ensure adherence to SEC/FINRA standards with built-in compliance and privacy features. No user data is used in training.
Security
Investipal is SOC2 Type II compliant and all data is fully protected with advanced encryption and secure protocols.
Scalability
Grow through technology, not headcount.
"We're deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes to elevate the client and advisor experience."
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Schedule a Demo