Your AI Portfolio Analyst
for Private Markets
Turn fund reports, capital calls, and spreadsheets into live dashboards — no more manual tracking or fragmented views.
Built for Family Offices and Multi-Family Offices managing complex private portfolios.
Private markets are growing. Visibility hasn’t kept up.
Fund data lives in PDFs, Excel files, and scattered portals. Reporting takes days — and it’s outdated by the time it’s done.
Arcad gives Family Offices and LPs instant clarity — without the grunt work.
How Arcad Helps Family Offices
Ingest & Standardize Fund Data
Upload capital calls, quarterly reports, and spreadsheets — no reformatting needed.
Arcad extracts key terms, cash flows, and performance metrics in minutes.
Track performance in real-time
Monitor NAV, IRR, DPI and vintage curves across funds, managers, and strategies — all in one place.
Drill into capital movements, benchmark returns, and export ready-to-share reports for families and stakeholders.
Plan ahead for liquidity
Visualize projected distributions, aging funds, and cash flow needs across entities or clients.
Get proactive alerts for potential secondary sales, GP-led restructurings, and overexposure.
How It Works
Upload your fund docs
PDFs, Excel, capital calls — no reformatting needed.
Arcad Structures Your Data Automatically
Our AI parses performance, terms, and capital flows. You can validate or override any field.
Get Real-Time Portfolio Intelligence
Live dashboards. Benchmarks. Risk flags. No more chasing data or version control issues.
Built for Family Offices and LPs
“Arcad replaced our spreadsheets and email-based workflows in under a week. Reporting that used to take 10 hours per month now takes 15 minutes.”
Trust, Security & Compliance
- - End-to-end encryption at rest and in transit
- - Role-based permissions & access control
- - Full audit trail on every data update
- - SOC 2 Type I underway
Stop Managing Private Portfolios in Excel
Book a demo and see how top Family Offices use Arcad to streamline fund tracking, reporting, and liquidity planning — all in days, not quarters.
Book a demo