Simple Portfolio Reporting
for Private Markets
Arcad transforms capital calls, PDFs, and Excel files into real-time portfolio insights. Purpose-built for family offices and private LPs.
How Arcad Works
1. Upload Capital Calls & Reports
PDFs, Excel, and notices — no formatting required.
2. Arcad Extracts & Structures It
Our AI pulls performance, terms, and flows in minutes — you can review and override anytime.
3. View Dashboards & Act
Track NAV, DPI, IRR, and benchmark performance across strategies, managers, and clients.
Built for How Family Offices Operate
All the tools you need to manage a private market portfolio — no more spreadsheets or scattered portals.
Fund Data Structuring
Upload capital calls and fund reports — Arcad extracts IRR, DPI, terms, and flows automatically.
Portfolio Dashboard
Get a clear, real-time view across your entire book — segmented by strategy, client entity, or manager.
Benchmarking & Peer Analysis
Know how your funds stack up. Compare each fund's performance to vintage peers, strategy groups, and internal targets.
AI-Powered Insights
Stop scanning PDFs. Start seeing what matters. AI summarizes fund updates, flags reporting delays, and highlights risks or outliers.
Capital Flow Tracking
Track commitments, calls, and distributions across time — identify unfunded positions and upcoming capital needs.
Performance Alerts
Never miss a shift — get alerted on valuation drops, vintage maturity, or underperformance.
Document Vault
Centralize your fund documents with smart search. All PDFs, reports, and notices are stored, tagged, and searchable — no more email digging.
Export-Ready Reporting
Instantly generate clean reports for investment committees or family principals.
What’s Coming Next
We’re building tools to help Family Offices go from tracking to action — with full control and better visibility.
Fund Discovery
Find the next fund before your peers do. Browse and filter verified GPs by strategy, performance, and vintage — all from within your dashboard.
Fund Access & Syndication
Express interest in new managers or join vetted co-investment opportunities — right from your dashboard.
GP Collaboration
Close the loop between LPs and GPs. Invite GPs to validate data, upload updates, and respond to LP questions — all in one secure platform.
Secondaries & Liquidity Tools
Prepare and act on private market liquidity. Signal sell interest, monitor NAV-based price ranges, and coordinate secondaries with your GPs and network.
LP-to-LP Due Diligence
Compare notes with trusted peers and family offices privately before committing to a GP.
Fund Admin & Data Integrations
Connect your workflows. Sync with fund admin data or treasury tools to keep your portfolio automatically updated.
Stop Relying on Static Reports and Manual Work
Arcad helps family offices plan ahead, consolidate reporting, and identify liquidity opportunities — in hours, not weeks.
Book a demo