Venn by Two Sigma

Factor-based portfolio analytics occupy a narrow but consequential position in the family office toolkit: most offices either lack the tools to do it at all, or rely on spreadsheets that cannot handle multi-asset complexity. Venn, built by Two Sigma and now being acquired by Insight Partners to merge with Solovis, applies quantitative research methods from one of the world's most data-intensive investment firms to a cloud platform accessible to institutional investors of all sizes. The platform's 18-factor model sits at its core, giving investment teams a common language for understanding risk exposures across public and private holdings simultaneously.

For single and multi-family offices, the most operationally relevant capabilities include:

• Factor-based risk analysis across public and private assets in a single workspace
• Private asset desmoothing and interpolation to convert quarterly returns into daily approximated series comparable to public market benchmarks
• Portfolio construction and scenario modeling with asset class and sub-asset class granularity
• Manager due diligence workflows using quantitative factor attribution
• Custom report and presentation design for investment committee or advisor use

The platform integrates with a broad set of data and technology partners including Addepar, Bloomberg, Morningstar, Preqin, Canoe Intelligence, MSCI, and HFR, allowing investment teams to pull in holdings data from existing systems rather than rebuilding from scratch. Venn reports 240-plus clients across 22 countries representing more than $25 trillion in aggregate AUM, which points to a predominantly institutional user base. Family offices with a dedicated investment function and a quantitative orientation will find it well matched to their needs. Offices seeking consolidated accounting, billing, or operational reporting will need to complement Venn with other tools, as its focus is analytical rather than operational. Pricing is not publicly disclosed.

• Factor-based portfolio risk analysis across public and private assets
• Manager due diligence and investment evaluation
• Portfolio construction and optimization
• Private asset analytics including desmoothing and interpolation
• Investment report and presentation design
• Scenario analysis and portfolio modeling

• 18-factor risk model
• Private asset desmoothing to reduce performance lag
• Return interpolation from quarterly to daily frequency using public market proxies
• Multi-asset portfolio construction tools
• Factor exposure analysis
• Custom report and presentation builder
• Total portfolio approach analytics across public and private holdings
• Manager due diligence workflows
• Cloud-based platform with SOC 2 certification
• Data integrations with Bloomberg, Morningstar, MSCI, Preqin, Addepar, Canoe, HFR

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

Yes

Premium client service mentioned; dedicated team support referenced in client testimonials.