Tetrix

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.

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

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

• Private market intelligence
• AI data extraction
• Alternative investment analytics
• Portfolio management software
• Investment data platform

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core 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

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature7 records

Partnerships

Two partnerships are on record, tiered minor.

• Stanford Venture StudiominorStrategic or Co-development PartnerStanford Venture Studio is listed among Tetrix's backing institutions, indicating startup support and academic partnership connections from Stanford alumni founders.
• Cooley LLPminorImplementation/ SI/ Consulting PartnerCooley 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

Direct 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

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tetrix