Tetrix
Tetrix is an AI-native investment intelligence platform that serves institutional investors, family offices, foundations, and funds of funds in private markets by automating document collection, data extraction, and real-time portfolio analytics across alternative investments.
- Company typePrivate
- Founded2023
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Tetrix does
Tetrix is a private, AI-native investment intelligence platform that serves institutional investors, family offices, foundations, and funds of funds operating in alternative and private markets. The platform converts unstructured private-market documents — quarterly fund reports, capital account statements, K-1s, audited financials, and investment memos — into structured, auditable data and real-time portfolio analytics, with stated reductions in time-to-insight from 45 days to 1 day and 99.9% data precision across millions of processed data points. Customers include Solamere Capital, Next Legacy Capital, W3 Family Office, Point Olema Capital Partners, two US foundations (approximately $1B and $6B in assets), a $500M+ European Fund of Funds, and a venture fund of funds.
The platform is built on a proprietary AI-ML engine that performs document parsing, validation, and normalization, combined with agentic AI workflows that autonomously retrieve documents from fund portals and email inboxes. Product surface is organized in three stacked modules: Core (automated document collection and fund- and investor-level extraction), Edge (look-through analytics, asset-level extraction, and risk management), and Alpha (due diligence combined with portfolio data for cross-fund benchmarking). An AI Chat interface allows natural-language queries over the structured corpus, and an API plus 200+ integrations expose extracted data to downstream analytics tooling. The platform is SOC 2 Type 2 certified.
Tetrix was founded in 2023 by Olivier Babin (CEO, Stanford alumnus) and Naunidh Singh Bhalla (CTO, Harvard alumnus), both with prior experience at Goldman Sachs and JPMorgan Chase. The company is headquartered in New York City with a 10-person engineering and operations hub in Montréal and reports 25 total employees. Tetrix operates a sales-led enterprise motion targeting capital allocators across the US, Canada, Europe, and Southeast Asia, with publicly disclosed SaaS pricing tiers of $96/year (Basic), $192/year (Business), and $384/year (Enterprise) layered alongside bespoke enterprise contracts. The company has raised $20 million in total funding across a $5M seed round (September 2024, led by Innovation Endeavors) and a $15M Series A (June 2026, co-led by White Star Capital and Innovation Endeavors), with notable angel participation from BlackRock, CPPIB, SoftBank, Lending Club, and Plaid.
Tetrix firmographics
Firmographics- Name
- Tetrix
- Legal name
- Tetrix Inc.
- Website
- https://tetrix.co
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tetrix is an AI-native investment intelligence platform that serves institutional investors, family offices, foundations, and funds of funds in private markets by automating document collection, data extraction, and real-time portfolio analytics across alternative investments.
- Ownership category
- akta.pro rank
Tetrix industry classification
Industry- Product category
- Private Markets Investment Intelligence Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Data Engineering, Integration & ETL/ELT Services (BPAEAHAB)
Keywords
Where Tetrix is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Tetrix business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Three-tier SaaS subscription model (Basic $96/year, Business $192/year, Enterprise $384/year) with annual billing. Revenue generated through recurring subscription fees based on tier and user access levels.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Basic plan for up to 10 users with core features |
| Subscription | Annual | Business plan with advanced features and reporting |
| Subscription | Annual | Enterprise plan with personalized service and enterprise security |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Tetrix product offering
Product offeringCore offering
Tetrix offers an AI-native investment intelligence platform that automates the collection, extraction, normalization, and analysis of private market fund data for institutional investors. The platform retrieves documents from fund portals and emails via agentic AI, converts unstructured PDFs into structured data using a proprietary AI-ML engine, and delivers real-time portfolio analytics, risk management, due diligence, and customizable dashboards through three optional modules (Core, Edge, Alpha).
Product overview
Tetrix is an AI-native investment intelligence platform for private markets, offered as a unified platform with three optional module tiers (Core, Edge, Alpha) and three pricing plans (Basic, Business, Enterprise). The platform unifies the full investment data stack — from automated document collection through AI-powered extraction and normalization, to real-time analytics, AI chat, and reporting — in a single system. The Core module handles automated document collection and fund/investor-level data extraction; Edge adds look-through analytics, asset-level extraction, and risk management; Alpha combines due diligence and portfolio data for alpha generation. The platform processes 3,000+ alternative funds and 1M+ data points quarterly, managing over $100 billion in assets on behalf of institutional investors.
Differentiator
Problem solved
Functional benefit
Products and services
- Tetrix Core Core module of the Tetrix platform that automates fund document collection and high-level data extraction, including fund document classification and fund-level and investor-level extraction and normalization for capital allocators in private markets.
- Tetrix Edge Edge add-on module of the Tetrix platform that adds asset-level extraction and normalization, investment analytics of private and alternative portfolios, advanced reporting, and risk management capabilities for capital allocators.
- Tetrix Alpha Alpha add-on module of the Tetrix platform that combines due diligence and portfolio data to drive alpha and actionable insights, supporting diligence on up to 50 funds (expandable), cross-fund comparison, benchmark analysis, and proactive portfolio management for capital allocators.
Quantifiable outcome
- Reduces time to insights from 45 days to 1 day
- +4 more outcomes
Companies that use Tetrix
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles4 records
Tetrix technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature7 records
Tetrix partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Stanford Venture StudiominorStanford Venture Studio is listed among Tetrix's backing institutions, indicating startup support and academic partnership connections from Stanford alumni founders.
- Cooley LLPminorCooley LLP, a prominent technology and life sciences law firm, is listed among Tetrix's backing institutions, likely providing legal advisory services.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
Tetrix competitors and assessment
Company assessmentDirect peers
- Addepar: Portfolio analytics and reporting platform for wealth managers, family offices, and institutional investors, with growing private markets coverage. Overlaps with Tetrix in providing consolidated multi-asset portfolio analytics to sophisticated investors.
- Juniper Square: Investor operations and reporting platform for private markets GPs and LPs, including fund administration integrations and portfolio insights. Comparable to Tetrix in serving the LP reporting and analytics workflow, with deeper positioning in fund administration.
- iCapital: End-to-end private markets platform for advisors, wealth managers, and institutional investors, including due diligence, data analytics, and reporting. Overlaps with Tetrix's target LP segments and document/analytics workflows, though iCapital also facilitates fund access.
- Canoe Intelligence: AI-powered document data extraction and automation platform purpose-built for alternative investments (private equity, venture, hedge funds, pensions). Direct competitor to Tetrix in automating the conversion of unstructured fund documents into structured portfolio data for LPs.
- Allvue Systems: Investment management software for alternative asset managers, fund administrators, and investors covering private equity, private debt, and real estate. Comparable to Tetrix on the LP/GP reporting and analytics layer of the alternatives stack.
Broad incumbents
- MSCI: Global provider of investment decision-support tools, indexes, and analytics, with private capital and real assets data businesses. Competes with Tetrix in portfolio analytics and benchmarks for alternatives, but as a much broader incumbent with non-private-markets legacy.
- BlackRock (Aladdin): Aladdin is BlackRock's enterprise investment management platform spanning portfolio management, risk, and analytics, with expanding private markets functionality. Represents the largest potential incumbent threat to Tetrix given BlackRock's capital, distribution, and own LP relationships.
- Carta: Cap table, fund administration, and portfolio intelligence platform for private markets. Overlaps with Tetrix on private market data, valuation, and LP reporting, though Carta is more cap-table and GP-admin centric.
Emerging players
- PivotalPath: Private markets performance benchmarking and analytics platform for hedge funds and alternatives. Comparable to Tetrix's benchmarking and portfolio analytics functionality for a narrower set of alternative strategies.
Others
- Snowflake (Capital Markets data cloud): Cloud data platform with a growing capital markets / private markets data marketplace and partnerships with alternatives data providers. Adjacent infrastructure that could either integrate with or compete with Tetrix's data extraction and normalization layer.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Tetrix compliance and trust
Trust signalCompliance1 record
Tetrix financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tetrix leadership team
Management profileNumber of profiles
Profiles7 records
Tetrix funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tetrix M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tetrix
What does Tetrix do?
Tetrix offers an AI-native investment intelligence platform that automates the collection, extraction, normalization, and analysis of private market fund data for institutional investors. The platform retrieves documents from fund portals and emails via agentic AI, converts unstructured PDFs into structured data using a proprietary AI-ML engine, and delivers real-time portfolio analytics, risk management, due diligence, and customizable dashboards through three optional modules (Core, Edge, Alpha).
Is Tetrix a public or private company?
Tetrix is a private company. It is classified as venture growth investor backed and is currently operating.
When was Tetrix founded?
Tetrix was founded in 2023. It employs 1 to 10 people.
Where is Tetrix based?
Tetrix is headquartered in New York, United States, in the North America region.
How does Tetrix make money?
One revenue line is on record: saaS Subscription.
Who are Tetrix's main competitors?
Direct peers on record are Addepar, Juniper Square, iCapital, Canoe Intelligence and Allvue Systems. Broad incumbents are MSCI, BlackRock (Aladdin) and Carta. PivotalPath is listed as an emerging player. Snowflake (Capital Markets data cloud) is listed as an others.
Does Tetrix have an API?
Yes. API access is available on the Business plan ($192/year) and Enterprise plan ($384/year). The API enables users to export data, plug extracted data into analytics dashboards, and further streamline automation workflows. Specific API type (REST/GraphQL), auth method, rate limits, and versioning are not specified in the available sources.
What industry is Tetrix in?
Tetrix's product category is Private Markets Investment Intelligence Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of BPAEAHAB, Data Engineering, Integration & ETL/ELT Services. Its NAICS code is 523940 and its SIC code is 6282.