Revere

Private market allocators typically spend hours each quarter manually keying capital call notices, K-1s, and NAV statements into spreadsheets before any analysis can begin. Revere ONE addresses this directly through an AI-powered Data Extraction Engine (DEE) that claims 99% accuracy when parsing financial documents, removing data entry as a bottleneck between document receipt and portfolio insight.

Revere ONE is a cloud-based portfolio management platform built specifically for private market allocators. It covers venture capital, private equity, real estate, private credit, and hedge funds within a single system. Clients get access to customizable dashboards and print-on-demand reports, with granular permission controls that allow stakeholders to receive tailored views without admin access. Quarterly account reviews are included in the subscription, allowing users to request new reports and customizations on an ongoing basis. Key capabilities include:

• Fund-level performance tracking by TVPI and IRR with historical trend views
• Fund-of-funds drill-down showing underlying portfolio company exposure and quarterly NAV changes
• Company-level exposure reports identifying where and how much exposure exists across all holdings
• Holding-level dashboards with direct admin editing of financial records
• Onboarding to a live environment in 4 to 6 weeks

Revere's stated customer base includes family offices, fund-of-funds, and corporate venture groups. With $500 million in assets monitored and 451 funds tracked as of the site content, the platform serves a relatively modest client footprint, which may appeal to allocators who want attentive support but may give pause to larger organizations seeking enterprise scale. Pricing is not disclosed publicly. The platform's focus is narrow and deliberate: teams managing diversified private market portfolios who need structured data capture and reporting will find it purpose-built, while those requiring public markets coverage or broad accounting functionality will need to look elsewhere.

• Automated ingestion and extraction of data from private market financial documents
• Portfolio performance tracking by TVPI and IRR across funds and asset classes
• Fund-of-funds monitoring with underlying company-level drill-down
• Customized stakeholder reporting with permission-controlled access
• Exposure analysis across holdings at the portfolio company level
• Quarterly cashflow visualization including capital calls and distributions

• AI OCR-based Data Extraction Engine (DEE) with 99% claimed accuracy
• Customizable interactive portfolio dashboards
• Print-on-demand custom reports for stakeholders
• User and record-level permission settings
• Fund-level historical performance charts by TVPI and IRR
• Fund-of-funds tracker with underlying portfolio company visibility
• Quarterly NAV change monitoring at the portfolio company level
• Company-level exposure reporting across all holdings
• Admin view with direct record editing capability
• Quarterly account review included in subscription

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Fund Managers.

Same-day resolution target; quarterly account reviews included in subscription; 30-minute demo discovery calls available.

4-6 weeks to get up and running