What Foresight AI Inc. does

Foresight AI Inc. (legal name: Foresight Data, Inc.) is an AI-powered data unification platform built specifically for venture capital and private equity firms. Founded in 2017 and headquartered in San Jose, the company addresses a single structural problem in private markets: portfolio, deal, fund accounting, cap table, and CRM data is scattered across dozens of disconnected systems, forcing investment professionals to spend days on manual document review, reconciliation, and reporting. Foresight's product suite ingests data from CRMs, fund accounting systems, cap tables, SPAs, board decks, KPIs, spreadsheets, and Slack into a single trusted intelligence layer, with AI extracting key metrics and terms and human finance and legal experts verifying each extraction for LP-auditable accuracy. The platform features a hosted data warehouse API and an MCP server that exposes unified portfolio data to ChatGPT, Claude, Snowflake, and Glean.

The company's product line consists of three components: Portfolio (the core platform unifying fund-level data for modeling, reporting, and decision-making), Deal Intelligence (automated extraction and structuring of terms and ownership from legal and transaction documents), and Portfolio Monitoring (magic-link data collection from portfolio companies with AI-powered extraction from any document format). The platform is sold exclusively through direct enterprise sales on a subscription basis, priced per active company with unlimited users, available as standalone modules or as the bundled Portfolio suite. Foresight is SOC 2 Type II attested, ISO 27001 certified, and CCPA compliant, with continuous security monitoring via Drata.

The company tracks $200B+ in customer assets across 700+ funds and 10,000+ portfolio companies. Named enterprise customers include NEA, Greylock, Greycroft, Third Rock Ventures, Mayfield, Precursor Ventures, Monashees, and Drive Capital, spanning pre-seed VCs to growth equity and buyout firms. CEO and founder Jason Miller brings 20 years of prior software-building experience serving top private market investors. The company maintains global data processing infrastructure with subprocessors in the USA, Philippines, and Singapore to support enterprise customers across North America and internationally.

Name

Foresight AI Inc.

Legal name

Foresight Data, Inc.

Website

https://foresight.ai

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Foresight AI provides an AI-powered data unification platform for venture capital and private equity firms, connecting fragmented CRM, fund accounting, cap table, and deal document data into one trusted intelligence layer with human-verified AI extraction. The platform serves 700+ funds tracking $200B+ in assets and 10,000+ portfolio companies.

Ownership category

akta.pro rank

Product category

Private Markets Portfolio Intelligence Software

NAICS

Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH)

akta.pro secondary industry

Intelligent Document Processing (IDP) & OCR Automation (HDAEAHAC)

Keywords

• Portfolio intelligence software
• Private markets data platform
• Venture capital analytics
• Fund performance monitoring
• Deal intelligence software

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

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: Foresight operates as a SaaS platform sold on a subscription basis, with pricing structured per active company and unlimited users. The platform can be purchased as a unified suite (Portfolio) or as standalone modules (Deal Intelligence, Portfolio Monitoring). Subscription includes access to the data unification infrastructure, AI features, and reporting workflows. The company targets enterprise VC and PE firms through a direct sales motion with a consultative demo-driven sales cycle.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Foresight AI is a SaaS platform that unifies fragmented private-market data from CRMs, fund accounting systems, cap tables, deal documents, board decks, KPIs, and spreadsheets into a single trusted intelligence layer for VC and PE firms. The platform combines AI-powered document extraction with human expert verification, and offers a hosted data warehouse API plus an MCP server so deal teams can query portfolio data directly through AI tools such as ChatGPT, Claude, Snowflake, and Glean.

Product overview

Foresight AI Inc. offers a unified portfolio intelligence platform with two primary sub-products: Portfolio (the core platform) and two specialized add-on modules called Deal Intelligence and Portfolio Monitoring. Portfolio serves as the central intelligence layer that connects fragmented data from CRMs, fund accounting systems, cap tables, deal documents, third-party vendors, board decks, and spreadsheets. Deal Intelligence focuses on extracting and structuring data from legal and transaction documents, while Portfolio Monitoring handles ongoing portfolio company data collection and KPI extraction. Both sub-products can operate standalone or integrate with the core Portfolio platform, sharing the same unified data layer.

Differentiator

Problem solved

Functional benefit

Brands

• Portfolio: Portfolio intelligence platform that unifies fund accounting, cap tables, deal documents, KPIs, financials, portfolio commentary, and CRM data for modeling and decision-making.
• Deal Intelligence
• Portfolio Monitoring

Products and services

• Portfolio The core portfolio intelligence platform that unifies fund accounting, cap tables, deal documents, KPIs, financials, portfolio commentary, and CRM data into a trusted context layer for modeling, reporting, and decision-making. It is sold to VC and PE firms and enables natural-language querying of portfolio data, scenario modeling for financing rounds and exits, and LP-ready reporting.
• Portfolio Monitoring AI-powered portfolio company data collection and extraction service that processes financial statements, board decks, and cap tables submitted in any format via magic-link (no login required), with expert verification ensuring metrics are normalized, multi-currency-converted, and ready for analysis. Available standalone or paired with the Portfolio suite.
• Deal Intelligence Document intelligence solution that automatically ingests Stock Purchase Agreements, cap tables, and rights letters, extracting critical terms, ownership data, and instrument types (SAFE, convertible, preferred, secondary) and reconstructing pro forma cap tables with AI plus expert review. Available standalone or paired with the Portfolio suite.

Quantifiable outcome

• Reduces portfolio company data collection time — founders submit financials via magic-link with no logins, no forms, eliminating manual chasing of KPI updates
• +2 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability6 records

Feature8 records

Partnerships

Eight partnerships are on record, tiered supporting.

• Launch DarklysupportingTechnology or IntegrationLaunch Darkly is listed as an authorized subprocessors in Foresight's EU and UK Data Processing Addendum. It holds and uses the Client username to manage feature flags released to certain users as an additional layer of access control on a per-user basis. This is controlled by username only and does not include any additional PII. Data processing takes place in the USA.
• Pendo.io, Inc.supportingTechnology or IntegrationPendo.io is listed as an authorized subprocessors in Foresight's EU and UK DPA. It holds and uses Client username to identify usage of the Foresight platform. This is based on username and does not include additional PII. Data processing takes place in the USA.
• FronteggsupportingTechnology or IntegrationFrontegg is listed as an authorized subprocessors in Foresight's EU and UK DPA. It holds and uses Client username to support access control to the Foresight platform. Data processing takes place in the USA.
• SentrysupportingTechnology or IntegrationSentry is listed as an authorized subprocessors in Foresight's EU and UK DPA. It holds and uses Client username to provide audit logs of software errors within the Foresight platform. This is based on username and does not include additional PII. Data processing takes place in the USA.
• Quantifai, Inc. dba MetaplanesupportingTechnology or IntegrationMetaplane is listed as an authorized subprocessors in Foresight's EU and UK DPA. It holds and uses Client username to detect data incidents, provide impact diagnosis, and usage analytics. This is based on username and does not include additional PII. Data processing takes place in the USA.
• Secoda Technologies Ltd.supportingTechnology or IntegrationSecoda is listed as an authorized subprocessors in Foresight's EU and UK DPA. It holds and uses Client username to catalog data and create data lineage. This is based on username and does not include additional PII. Data processing takes place in the USA.
• OneSchema AI, Inc.supportingTechnology or IntegrationOneSchema is listed as an authorized subprocessors in Foresight's EU and UK DPA. It detects and corrects errors in CSV data. OneSchema does not hold or use any additional PII. Data processing takes place in the USA.
• Viascari Pte. Ltd. (FullSuite)supportingTechnology or IntegrationFullSuite (by Viascari Pte. Ltd.) is listed as an authorized subprocessors in Foresight's EU and UK DPA. It reads and extracts data from legal documents associated with financing transactions and financial performance of portfolio companies, entering them into Foresight. Data processing takes place in the Philippines and Singapore.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Carta: Carta is the dominant cap table and portfolio management platform for private markets, used by most VC and many PE firms. Foresight competes by offering a broader, AI-extracted data unification layer that sits above Carta (and other sources) and feeds downstream AI tools, rather than competing on cap table administration alone.
• Juniper Square: Juniper Square provides investor CRM, LP reporting, and fund administration software for private equity and real estate fund managers. It overlaps with Foresight's Portfolio module on LP reporting, fund performance tracking, and investor communications, and is sold via enterprise motion to GPs of similar size.
• Affinity: Affinity offers an AI-driven relationship intelligence platform for deal teams, automatically capturing interactions with founders, LPs, and portfolio companies. It overlaps with Foresight on deal sourcing, deal team workflows, and CRM data unification for VC and PE firms.
• DealCloud: DealCloud provides a CRM and deal management platform for private equity, investment banking, and alternative investment firms. It competes with Foresight on deal pipeline, sourcing, and CRM data unification for deal teams at VC and PE shops.
• Allvue Systems: Allvue provides software for alternative investment managers across fund accounting, investor reporting, CRM, and portfolio monitoring. Its portfolio monitoring and reporting modules overlap directly with Foresight's Portfolio and Portfolio Monitoring products for PE, VC, private credit, and infrastructure managers.
• visible.vc: visible.vc offers portfolio monitoring, cap table, and LP reporting software purpose-built for venture capital. It directly overlaps Foresight's Portfolio Monitoring and Portfolio modules for VC fund managers and competes on investor reporting and KPI tracking.

Broad incumbents

• PitchBook: PitchBook is a large incumbent provider of private market data, deal intelligence, and company research used extensively by VC and PE professionals. Foresight's Deal Intelligence and sourcing modules compete with PitchBook on private company and transaction data, though PitchBook is a broader data vendor rather than a data unification platform.
• Preqin: Preqin is a leading data and intelligence provider for alternative assets, covering PE, VC, real estate, infrastructure, and private credit. It overlaps with Foresight's market intelligence and benchmarking use cases for institutional allocators and fund managers, but at a broader, vendor scale.
• Tracxn: Tracxn provides a private market data platform tracking companies, deals, and investors across sectors. It competes with Foresight's Deal Intelligence and sourcing use cases for VC deal teams seeking structured private company data, but is a research vendor rather than a data unification layer.
• Crunchbase: Crunchbase is an incumbent private company and funding data platform used by deal teams and investors. It overlaps with Foresight's sourcing and company intelligence modules on company/funding data, but lacks the customer-side data unification and LP-reporting workflows that anchor Foresight's value proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/foresightai
• LinkedInlinkedin.com/company/foresight-data-inc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Foresight AI Inc.