What OWL does

OWL (Old Well Labs, Inc.) is a Charlotte, North Carolina-based SaaS company founded in 2022 that operates an AI-powered intelligence platform for institutional allocators and fund managers. The platform aggregates over 1 billion data points from public disclosures across 65+ countries, tracking 15,000+ fund managers, 7,000+ allocators, 1.4 million individual employee profiles, and 618,000 disclosed allocator holdings. Its workflow is organized around three primitives: Source (search and filter across managers and allocators), Monitor (real-time alerts on performance, team changes, portfolio moves, and business disclosures), and Connect (facilitated introductions between allocators and managers).

The technology stack combines proprietary AI workflows with multi-cloud infrastructure hosted across AWS, Google Cloud, and Microsoft Azure. AI components include LLM-generated 81-tag manager taxonomy spanning asset class, geography, sector, market cap, and sub-strategy; AI-filtered and summarized news; a Model Context Protocol (MCP) integration enabling Claude to query live OWL data; and a similarity-based manager recommendation engine. Product modules include Manager Search, Allocator Search, Employee Search, Fund Offerings Search, Custom Portfolios, customized alert feeds, a Manager Documents/Data Room, Private Holdings tracking, Return Estimates analytics, and manager-contributed fund returns.

OWL operates on a subscription SaaS model with quote-based annual pricing under Master Subscription Agreements. Go-to-market combines enterprise sales (with "Get a demo" calls to action) and product-led growth via self-serve fund-manager applications plus an allocator invitation network. The customer base spans university endowments (Harvard, Vanderbilt, Caltech, Virginia Tech), pensions (Mass PRIM), OCIOs and family offices (Makena Capital, Pathstone, Investure, Hall Capital, Star Magnolia), and other institutional investors (Global Endowment Management, Capital Allocators). The company has raised approximately $13 million across a 2024 Series A and 2026 strategic rounds, with Nellore Capital as lead investor across multiple rounds.

Name

OWL

Legal name

Old Well Labs, Inc.

Website

https://oldwell-labs.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

OWL is an AI-powered intelligence platform that enables institutional allocators (endowments, foundations, family offices, pensions) and fund managers to discover, monitor, and connect using aggregated global disclosure data on 15,000+ managers and 7,000+ allocators.

Ownership category

akta.pro rank

Product category

Investment Intelligence Platform

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

Keywords

• Investment intelligence platform
• Manager search database
• Allocator research tools
• Fund manager monitoring
• Alternative investment data

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: OWL operates as a subscription-based SaaS platform providing access to its intelligence platform for qualified investors (allocators and fund managers). Access to specific content and features depends on the Master Subscription Agreement and Order Form, with permissions associated to each account.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

OWL is an AI-powered intelligence platform that aggregates billions of disclosures from thousands of sources across 65+ countries to help institutional allocators (endowments, foundations, family offices, sovereign wealth funds, pensions, OCIOs) and fund managers discover, monitor, and connect with investment partners. The platform provides searchable databases of 15,000+ managers, 7,000+ allocators, 1.4M+ employees, Form D fund offerings, manager documents, private holdings, return estimates, and aggregated allocator holdings, with AI-driven alerts and a facilitator role for connection requests.

Product overview

OWL is an AI-powered intelligence platform for allocators and fund managers, built as a unified product with integrated modules. The core platform combines data from thousands of global sources to enable three core workflows: Source (find better managers faster through Manager Search, Allocator Search, Employee Search, Fund Offerings Search, and Map Search), Monitor (track changes via Customized Alert Feed, My Portfolios with Business Trends dashboard, and Manager Documents), and Connect (facilitate introductions via Connection Request and aggregate Allocator Holdings). Key data products include Private Holdings tracking, Return Estimates Analytics, and Manager-Contributed Fund Returns. The platform offers MCP (Model Context Protocol) access for AI assistant integration. Data coverage includes 16,000+ managers, 10,000+ allocators, 1.4M+ people profiles, and 618K+ allocator holdings across 65 countries.

Differentiator

Problem solved

Functional benefit

Products and services

• OWL Platform

Quantifiable outcome

• 1,000+ hours saved annually per team on compiling and cleaning manager information
• +2 more outcomes

Named customers12 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability5 records

Feature6 records

Partnerships

One partnership is on record.

• Claude (Anthropic)coreTechnology or IntegrationMCP (Model Context Protocol) integration allows Claude AI assistant to connect directly to OWL's data. Beta access is open to select customers who use Claude with Claude Connectors. Users can query live OWL data conversationally without leaving their AI workflow.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• eVestment (Nasdaq): Nasdaq-owned institutional investment data platform providing analytics on investment managers, used by allocators for manager due diligence and monitoring. Directly competes with OWL in the allocator-side research workflow, though eVestment is more established with deeper historical data and broader asset-class coverage.
• Preqin: Leading alternative investment data platform covering private equity, hedge funds, and real estate managers. Comparable to OWL in serving allocators researching alternative investment managers, though Preqin is more focused on alternatives and less on traditional long-only manager intelligence.
• PitchBook: Morningstar-owned private market data platform providing intelligence on private equity, venture capital, and M&A activity. Comparable to OWL in providing allocator-relevant manager intelligence, particularly for venture and growth equity allocators, with much larger data sets on private companies and deals.
• iConnections: Allocator-to-manager connection platform and data provider serving institutional investors and fund managers. Directly competes with OWL's Connect functionality and allocator-manager matchmaking workflow, with similar focus on facilitating introductions between institutional capital and investment managers.
• InvestorFlow: Allocator and fund manager relationship management platform enabling institutional investors to track mandates, due diligence, and manager relationships. Closely comparable to OWL's allocator-side workflow for sourcing and monitoring managers, with overlapping customer base among endowments and foundations.

Broad incumbents

• HFR (Hedge Fund Research): Established hedge fund industry data and index provider offering performance databases, classifications, and institutional research. Adjacent competitor to OWL's hedge fund coverage, with longer industry tenure but less AI-native workflow and broader allocator intelligence scope.
• CAIS: Alternative investment platform and feeder fund provider connecting advisors and allocators with hedge funds and private credit. Adjacent competitor serving a different buyer (wealth advisors) but overlapping in the fund manager marketplace and allocator-intelligence functionality.
• Addepar: Portfolio analytics and reporting platform serving wealth managers, family offices, and institutional investors. While Addepar focuses on portfolio aggregation and reporting (vs. OWL's manager research), both platforms serve family offices and institutional allocators with similar data infrastructure.
• Juniper Square: Investor portal and fund administration platform for private market fund managers. While Juniper Square serves managers (vs. OWL's allocator focus), both platforms operate in the institutional investment data space with overlapping customer segments among PE/VC managers and their LP allocators.

Others

• Institutional Investor / AlphaSense: Market intelligence and research platform providing institutional investors with aggregated research, expert insights, and document search. Tangentially comparable to OWL's research aggregation workflow but broader in scope (covering all industries) and less focused on manager-level intelligence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/oldwell-labs

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds3 records

Investors5 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 OWL