If you invest in private alternative assets, do you also have public investments?
Today, we’re taking an important step toward a vision we’ve been working on for years: bringing together private and public investment data in a single, intelligent platform.
For family offices and institutional investors managing billions across venture capital, private equity, real estate, and public markets, fragmentation isn’t just inconvenient. It’s costly. Different systems. Manual reconciliation. Incomplete views. Teams spending hours each quarter just to answer basic questions about total exposure.
We built Mantle Portal to change that.
Intelligence starts with foundations
Great intelligence tools need great data foundations. You can’t build reliable AI on top of fragmented, siloed information. That’s why we’ve built the infrastructure that makes real portfolio intelligence possible.
- Automated ingestion from hundreds of sources. Your GP statements, investor letters, capital call notices—all automatically collected and centralized.
- Cited sources. AI handles the heavy lifting, but you stay in control. Every extracted value is traceable to its source.
- Built for trust from day one. Complete audit trails. Full provenance. No black boxes.
This foundation now processes millions of data points across trillions of dollars, and it’s about to do much more.
Expanding to public markets
The wall between private and public investment management has stood for too long.
Institutional investors don’t think in silos. You don’t evaluate a new opportunity by looking only at your venture portfolio or only at your public equities. You consider your entire portfolio, your total exposure, your complete risk profile. Yet the tools you use force you to work in fragments.
Today, that changes.
Your complete investment picture—private and public—now lives in one platform. The same infrastructure that brings order to your private investments now extends across your entire portfolio. One source of truth. One foundation for intelligence.
What becomes possible
When your complete investment picture lives in one platform, new capabilities emerge naturally.
Diversification
See your actual exposure across asset classes, sectors, geographies, and more, not just within private or public holdings, but across everything. Understand concentration risk. Make better allocation decisions.
Analytics
Compare fund performance alongside public market returns. All normalized and cited to source documents. No more spreadsheet gymnastics.
Faster decision-making
An investment opportunity lands on your desk. Before committing, you need to understand how it fits with your broader portfolio. Instead of pulling data from multiple systems, you instantly see your existing exposure across all holdings, compare it to relevant benchmarks, and evaluate it against your allocation strategy.
The next evolution: Portfolio intelligence at scale
Data infrastructure is just the beginning.
We’ve already delivered automated document collection that eliminates hours of manual portal management. We’ve built AI-powered extraction that transforms unstructured PDFs into structured data. We’ve created look-through analysis that reveals true exposure across overlapping investments.
Our AI assistant already lets you query your investor reports in natural language. Ask “Which new investments did the fund make this quarter?” and get precise, cited answers instantly. Every response links back to the source document, ensuring complete transparency.
We’ve built something bigger: natural language intelligence across your entire data foundation, private and public.
- Ask questions in plain language. “What drove portfolio performance in Q2?” “Where am I overweight in technology?” “Which funds are outperforming their benchmarks?”
- Get answers backed by data. Quantitative insights from structured metrics. Qualitative context from investor letters and reports. Every answer cited to its source.
- Scale institutional judgment. The best investment teams make decisions based on deep analysis of both numbers and narratives. We’re building AI that does this at scale, augmenting human judgment, not replacing it.
Built different
We started with a different question: What would you build if you designed for AI-powered intelligence from day one?
The answer is a platform where every piece of data (every document, every extracted value, every calculation) is structured for both human understanding and machine intelligence. Where provenance isn’t an afterthought, it’s built into the foundation. Where governance and speed work together, not against each other.
What’s next
We’re continuing to break down the walls between private and public investment management. We’re building AI tools that surface insights, not just data, and we’re doing it with the same principles that have guided us from the start: source traceability, human control, and tangible business value.
If you’re managing a complex portfolio across private and public markets, we’d love to show you what we’re building.
Mantle Portal – Private markets infrastructure, built for intelligence.
Kitty Shum is the Head of Product for Mantle Portal, where she leads product strategy and development for Mantle’s AI-powered platform serving institutional LPs, family offices, and alternative asset managers.