Bridge

Managing alternative investment portfolios generates a volume of documents, capital call notices, and fund-level data that most generalist tools were not built to handle. Bridge is a technology firm founded by former private equity investors from Apax Partners, Blackstone, and Audax Group, and that background shapes the product's orientation. The founders built it for users who already understand how private markets work and need a platform that matches that operational reality, not one that treats alternatives as an afterthought.

The platform is designed to help wealth managers and investment teams manage their exposure to alternative investments, with a data layer that draws on email and user portal scraping to aggregate fund information. Advisors to the company include the former CTO of iCapital and executives from KKR, Osaic, and Carson Group, which signals a target market that spans RIAs, wealth platforms, and family offices allocating meaningfully to private markets. Bridge raised a $5 million seed round and positions itself explicitly around private capital data infrastructure.

Key characteristics that distinguish Bridge from generic reporting tools include:

• Founded by former PE investors with direct fund-level operational experience
• Data ingestion via email and portal scraping to capture fund documents automatically
• Advisory bench drawn from iCapital, KKR, Envestnet, and Dynasty
• Subscription model with structured integration and onboarding process
• Explicit prohibition on third-party AI training on user data

Pricing is not publicly disclosed, and the product is early-stage following a seed round closed in late 2025. Buyers seeking a proven, multi-year track record will find limited public evidence of scale. Bridge is most likely to suit RIAs or family office investment teams running concentrated alternative portfolios who need better data aggregation before they need deeper analytics.

• Aggregating private markets fund data from emails and investor portals
• Managing alternative investment portfolio information in one platform
• Tracking capital calls, distributions, and fund-level documents
• Supporting RIAs and investment teams in monitoring alternatives exposure

• Email and user portal data scraping for automated document capture
• Subscription-based platform with structured integration onboarding
• Account data export functionality
• Post-termination data retention for 60 days
• Pilot program for evaluation before full subscription

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Advisors / Wealth Advisors (RIA).

Structured integration process requiring client to complete tasks and provide data; timeline not specified.