The Operating System
for Investment Firms

AlphaVault AI unifies market intelligence, CRM, deal rooms, LP reporting and autonomous AI agents into a single platform — purpose-built for venture capital, private equity and hedge fund teams.

200+ MCP Tools
90% Cost Reduction
48h Onboarding
1 Unified Platform
Deal Room
CRM
LP Portal
Built on institutional-grade infrastructure
Microsoft Microsoft Anthropic Anthropic Google Cloud Google Cloud Stripe Stripe Firebase Firebase Cloudflare Cloudflare HubSpot HubSpot Oracle Oracle Slack Slack Notion Notion Zapier Zapier Salesforce Salesforce Affinity Affinity Carta Carta PitchBook PitchBook Crunchbase Crunchbase Microsoft Microsoft Anthropic Anthropic Google Cloud Google Cloud Stripe Stripe Firebase Firebase Cloudflare Cloudflare HubSpot HubSpot Oracle Oracle Slack Slack Notion Notion Zapier Zapier Salesforce Salesforce Affinity Affinity Carta Carta PitchBook PitchBook Crunchbase Crunchbase Microsoft Microsoft Anthropic Anthropic Google Cloud Google Cloud Stripe Stripe Firebase Firebase Cloudflare Cloudflare HubSpot HubSpot Oracle Oracle Slack Slack Notion Notion Zapier Zapier Salesforce Salesforce Affinity Affinity Carta Carta PitchBook PitchBook Crunchbase Crunchbase Microsoft Microsoft Anthropic Anthropic Google Cloud Google Cloud Stripe Stripe Firebase Firebase Cloudflare Cloudflare HubSpot HubSpot Oracle Oracle Slack Slack Notion Notion Zapier Zapier Salesforce Salesforce Affinity Affinity Carta Carta PitchBook PitchBook Crunchbase Crunchbase

One platform.
Total control.

AlphaVault gives your entire investment team a single, AI-powered environment — from live market data to LP portals, deal rooms and autonomous agents, all in real time.

Centralized Software Stack

Market intelligence, CRM, deal rooms, LP reporting and AI agents live in one unified environment — no fragmented tools, no context switching between platforms.

Real-Time Data Everywhere

Live market feeds, SEC filings, news sentiment and portfolio metrics are always synchronized across every module — no stale exports, no manual refreshes.

AI Embedded in Every Workflow

Autonomous agents are natively integrated into CRM, deal rooms and reporting — not a bolted-on chatbot, but intelligence woven into every step of your process.

Institutional-Grade Security

Enterprise encryption, granular role-based access and complete audit trails — built to satisfy the compliance requirements of regulated investment firms.

Built for the Whole Team

Analysts, partners, IR and compliance all work from the same source of truth — with permissions and workflows tailored to each role.

Rapid Onboarding

Teams are fully operational within 48 hours — no lengthy implementation cycles, no dedicated IT project required to get started.

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Built for how
your firm actually invests.

Whether you run a PE shop, a VC fund, a multi-strategy vehicle or a fund-of-funds — AlphaVault adapts to your workflow, not the other way around.

Private Equity

Connected deal & portfolio operations

Centralize sourcing, IC memos, due diligence and portfolio KPI tracking in one auditable pipeline — from Term Sheet to exit.

1
Centralize your portfolio Cap tables, KPIs and health scores from a single dashboard
2
Model any scenario AI-generated IC memos, dilution simulations, exit waterfalls
3
Automate fund operations Capital calls, distributions and LP reporting, streamlined
Explore Private Equity
Venture Capital

Your entire fund, connected

Track sourcing, LP fundraising and fund performance with AI agents that surface real-time signals across your pipeline.

1
Streamline your back office Capital calls, distributions and financial statements, unified
2
Track portfolio health Live IRR, TVPI, DPI and founder-submitted KPIs
3
Build LP trust at scale Branded LP Portal, KYC/AML, transparent reporting
Explore Venture Capital
Fund of Funds & Family Offices

Scale complex, multi-layer operations

Get full look-through into underlying assets, consolidated NAV and cross-fund exposure — without stitching together five portals.

1
Complete portfolio look-through Drill down to deal-level detail across every underlying fund
2
Automated flow-through reporting NAV cascades and capital flows updated automatically
3
One system of record Unified GP and LP workflows across every layer of the structure
Explore Fund of Funds
Hedge Funds & Asset Managers

Real-time signal, zero data lag

Institutional-grade market data, 13F tracking and AI-driven risk signals — built for teams that move on real-time information.

1
Track smart money flows SEC 13F filings, insider trading and institutional ownership
2
14 technical indicators, live RSI, MACD, Bollinger, Ichimoku and more, in one dashboard
3
AI agents on every position Automated research, risk scoring and debate-driven conviction
Explore Hedge Funds

Everything your team needs.
Nothing it doesn't.

Four integrated pillars covering the full lifecycle of an investment firm — from sourcing to exit, from LP onboarding to reporting.

01

Market Intelligence

Real-time data, institutional analytics and AI signals unified in one workspace.

  • Live market data — all asset classes
  • Hedge Fund Tracker — SEC 13F analysis
  • IPO Intelligence & M&A Predictor
  • Insider Flow Tracker
  • 14 institutional technical indicators
02

Deal Room & CRM

Centralize every deal, contact and pipeline in a secure, collaborative environment.

  • Full deal pipeline & tracking
  • Secure Deal Rooms with NDA gate
  • LP Portal — custom branding
  • Bulk invites & role permissions
  • Global audit search & export
03

Team Workspace

A shared environment for analysts, PMs and IR — with live data always at hand.

  • Shared spreadsheets & models
  • Collaborative documents & decks
  • Team messaging & channels
  • Code IDE for quant models
  • Role-based access control
04

Compliance & Security

Enterprise-grade security and audit trails built for regulated institutions.

  • End-to-end encrypted infrastructure
  • Advanced IAM & security controls
  • Custom workflows & automation
  • Dedicated account management
  • SLA guarantee & priority support

200+ MCP Tools. Native Integrations.

Connect AlphaVault's autonomous agents directly to the tools your team already uses — no middleware, no manual sync.

HubSpot

HubSpot

Sync contacts, deals and pipelines directly from your AI agents.

Oracle

Oracle

Query and update enterprise databases through natural language.

Slack

Slack

Send messages, search channels and automate team notifications.

Notion

Notion

Search, create and query pages and databases automatically.

Zapier

Zapier

Trigger thousands of external automations from any agent workflow.

Salesforce

Salesforce

Read and update CRM records without leaving your workspace.

Google Cloud

Google Cloud

Query BigQuery datasets and trigger Cloud Functions directly from your agents.

Microsoft

Microsoft 365

Native access to Outlook, Teams, Calendar and OneDrive from any workflow.

Affinity

Affinity

Sync relationship intelligence and deal flow data directly from your CRM.

Carta

Carta

Pull cap table data, ownership records and 409A valuations into your workflows.

PitchBook

PitchBook

Access private market data, company profiles and comparable transactions.

Crunchbase

Crunchbase

Search funding rounds, investor networks and startup intelligence in real time.

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Beyond analytics.
True agentic intelligence.

200+ MCP tools across 26 categories, plugged into a fully configurable Agent Builder — powered natively by Claude Sonnet 4.6.

Claude
Native Claude Sonnet 4.6 Integration Every agent, chat and analysis runs on Anthropic's frontier model
200+
MCP Tools
26
Categories
16
Agent Features
ReAct
Reasoning Loop

Multi-Layer Memory

Working, episodic and semantic memory — agents remember deal history and preferences across sessions.

Human-in-the-Loop

Supervised, assisted or autonomous execution modes with real-time approval controls.

Multi-Agent Swarms

Visual drag-and-drop pipelines orchestrating up to 5 specialized agents in parallel.

Compliance Guardrails

MiFID II and SEC Safe Harbor presets built-in — automatic disclaimers and PII redaction.

Document Generation

IC Memos, CIM summaries and Term Sheets generated in-browser, exported to PDF or DOCX.

Code Sandbox

In-browser Python, SQL and JavaScript — DCF, Monte Carlo and Black-Scholes on demand.

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Your AI analyst that
actually uses a computer.

Beyond chat and analysis — AlphaVault Cowork takes real control of the mouse, keyboard and browser to complete multi-step tasks autonomously. Open Excel, fill forms, research the web, or navigate your own AlphaVault workspace — while you watch it happen live, with full human oversight.

4 Parallel Personas
24/7 Scheduled Runs
100% Human Oversight
LIVE — AI Controlling

Real Mouse, Keyboard & Browser Control

DOM-aware navigation via an embedded Chromium engine reads the accessibility tree instead of guessing pixel coordinates — precise clicks, form fills and data extraction without vision-based errors.

Guardrails & Human-in-the-Loop

Every sensitive action — payments, form submissions, emails — triggers a native confirmation dialog before execution. Blocked-app lists and rate limits enforced locally, not just server-side.

Multi-Agent Orchestration

Spawn specialized personas — Researcher, Verifier, Executor, Writer — running in parallel across isolated browser contexts, then automatically synthesized into one coherent report.

Scheduling & Long-Running Autonomy

Set recurring tasks (daily, weekly, custom intervals) that run even when the app is closed — with checkpoint/resume, cross-device continuation, and email alerts when a run needs your attention.

Built-In Memory Engine

Every session feeds AlphaVault's 3-tier memory — recognizing recurring domains, caching UI hints, and proactively suggesting tasks based on your past Cowork activity.

Native AlphaVault Integration

Cowork isn't a bolted-on bot — it drives your own CRM, Deal Room and LP Portal directly, turning routine platform checks into fully autonomous background workflows.

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Built for
regulated institutions.

Enterprise-grade infrastructure with the audit trail your compliance team requires.

End-to-end encryption

Data encrypted at rest and in transit across all modules.

Role-based access control

Granular permissions down to the document level.

MiFID II & SEC-ready guardrails

Compliance presets applied automatically to AI outputs.

Full audit trail

Every action, document and AI decision is logged and searchable.

Data encryptionAES-256
InfrastructureGoogle Cloud / Cloudflare
AuthenticationFirebase Auth + JWT
Compliance presetsMiFID II · SEC Safe Harbor
Audit loggingEnabled by default
Private deploymentAvailable on Enterprise+

Simple, volume-based pricing.

One plan. Every feature included. Price per user decreases automatically as your team grows.

0 – 10 users
$120/user/mo*
11 – 50 users
$110/user/mo*
51 – 200 users
$100/user/mo*
200+
200+ users
Talk to Sales
Every plan includes the full AlphaVault platform
  • Full platform access — no feature gating
  • Live market data across all asset classes
  • Advanced CRM & deal pipeline
  • Deal Rooms with NDA gate
  • LP Portal & investor reporting
  • AI Agent Builder
  • 200+ MCP tools across 26 categories
  • Compliance guardrails (MiFID II / SEC)
  • Team workspace & role-based access
  • Priority support & dedicated onboarding

No credit card required for the discovery call. Custom pricing available for 200+ seats and private deployments.

* Monthly fare does not include AI token consumption, which is billed based on usage.

Start transforming
your fund today.

Join institutional teams already using AlphaVault to centralize market intelligence, deal flow and collaboration.

Alphy
AI Sales Assistant
Welcome to AlphaVault AI! I'm Alphy, your AI Sales Assistant. Are you interested in learning more about how AlphaVault can help your investment firm centralize data, deal flow and AI agents?
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