Alternative Investment Software for Unified Portfolio Analysis
Model private equity, private credit, and real assets alongside public holdings, with unified risk analysis, performance tracking, and portfolio comparison in one view.
Trusted by advisory firms across North America
Most Portfolio Tools Only Analyze Public Holdings
Alternatives live in spreadsheets while public holdings get all the analysis, creating blind spots in risk, performance, and allocation
When private equity and credit sit in a separate spreadsheet, risk metrics only reflect the public portion of the portfolio. Concentration, correlation, and drawdown analysis are incomplete.
Modeling private credit returns, calculating blended fees, and showing how alternatives affect overall portfolio risk means hours of manual work for each household.
Public holdings in the portfolio system, alternatives in spreadsheets, real estate in another tracker. Answering "how is the total portfolio performing?" requires manual aggregation every time.
How Alternative Investment Modeling Works
Model private equity, credit, and real assets alongside traditional portfolios in one analysis layer
Search 6,000+ Private Market Securities
Find private equity, private credit, real assets, and venture investments with tracked performance metrics. Each security includes risk/return data and correlation assumptions, ready to drop into portfolio analysis.
Model Custom Alternatives in Minutes
Fund not in the database? Build it. Define return profiles, volatility, liquidity terms, fee structures, and correlations for any private investment: PE funds, private credit, co-investments, evergreen structures. Model it once, use it across all client portfolios.
Unified Risk Analysis Across All Asset Classes
Run portfolio analysis across public and private holdings simultaneously. Monte Carlo simulations, risk assessment, and portfolio comparisons include alternatives, not just the public portion.
Consolidated Performance Across Public and Private Holdings
See total portfolio performance (IRR, TVPI, time-weighted returns) across all asset classes. One view, one report, complete picture. No separate spreadsheet for alternatives.
Trusted by financial advisors
See how practices are transforming their workflows
"We're deeply committed to integrating cutting-edge technology to transform the financial planning landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes and elevate the client and advisor experience."
ProsperPlan Wealth
"Investipal has completely transformed how we approach client onboarding and portfolio management. The AI-powered tools save us countless hours while delivering better outcomes for our clients."
Pacific Portfolio Advisors
"Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. It's an indispensable tool for any advisory firm looking to thrive in today's competitive market."
William Joseph Capital Management
Frequently asked questions
Common questions answered
What types of alternative investments does the platform support?
The platform supports private equity (buyout, growth, venture), private credit (direct lending, mezzanine, distressed), real assets (real estate, infrastructure, natural resources), hedge funds, and fund-of-funds structures. The database includes 6,000+ securities with tracked performance metrics. For investments not in the database, the custom security builder models any private structure.
How are alternatives modeled when they are not in the database?
The custom security builder creates any private investment. Define expected returns, volatility assumptions, liquidity terms (lock-up periods, redemption windows), fee structures (management fees, carried interest), and correlation assumptions. Once created, the security behaves like any other holding, available for portfolio analysis, risk assessment, and performance tracking across all portfolios.
How does unified risk analysis work with alternatives?
Portfolio analysis runs across all asset classes simultaneously. When alternatives are added to a portfolio, risk metrics (volatility, correlation, drawdown analysis) update to reflect the complete picture. Monte Carlo simulations and scenario analysis include both public and private holdings: true portfolio risk, not just the public portion.
What performance metrics are tracked for alternatives?
For private investments: IRR (Internal Rate of Return), TVPI (Total Value to Paid-In), DPI (Distributions to Paid-In), and RVPI (Residual Value to Paid-In). For public holdings: time-weighted returns and benchmark comparisons. The unified dashboard combines both methodologies in one view.
Which firms benefit most from alternatives modeling?
Alternatives modeling is designed for RIAs, multi-family offices, and institutional advisors managing portfolios with significant private allocations (typically 15%+ in alternatives). Firms with private equity, credit, or real assets alongside traditional investments get the most value from unified analysis.
See Alternative Investment Software in Action
Book a demo to walk through private market modeling, unified risk analysis, and consolidated performance tracking.