AgenticPM

AgenticPM

Agentic Private Markets
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About

AgenticPM is an AI platform for private markets, with purpose-built agents for private equity firms, transaction advisory teams and investment bankers. Deal Scout identifies and evaluates targets, maps markets and enriches target lists; Deal Advisor analyzes deal materials, supports due diligence and helps prepare investment cases and IC memos. Portfolio Monitor tracks portfolio-company performance and risks, while Exit Advisor supports exit planning and valuation analysis. Additional agents cover commercial, financial, operational, technology and restructuring diligence, as well as buy-side, sell-side, origination and capital-markets workflows. The platform analyzes company and deal information and can sync enriched targets to a CRM. AgenticPM is designed for deal sourcing, diligence, portfolio oversight and exit work. Users can request a free trial or schedule a demo.

About

Portfolio monitoring solution with your own custom dashboard and analytics. Centralized deal pipeline, with custom dashboards. Fund administration & LP management, integrated with advanced Business intelligence tools. DAVIGOLD is a Fintech innovative start-up; it invests heavily in R&D (45% of expenses), developing the world’s most innovative Private Equity software. Therefore DAVIGOLD is the main challenger in developing “all-in-one” Private Equity software, proven by a rapid growth, due to its most innovative and unique PE solutions, adopted by more and more top tier Private Equity houses.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Private equity firms, search funds, family offices, investment banks, M&A advisors, transaction advisory and due diligence teams

Audience

Private equity

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Agentic Private Markets
Founded: 2025
United States
www.agenticprivatemarkets.ai/

Company Information

DAVIGOLD
Founded: 2007
United States
www.davigold.com

Alternatives

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA
Deep Pool

Deep Pool

Deep Pool Financial Solutions
Allvue

Allvue

Allvue Systems

Categories

Deal Sourcing Supported
Due Diligence Supported
Private Equity Supported

Categories

Hedge Fund Supported
Private Equity Supported

Hedge Fund Features

Compliance Management Not Supported
Contact Management Not Supported
Investor Accounting Not Supported
Investor Reporting Not Supported
P&L Calculation Not Supported
Partnership Accounting Not Supported
Performance Analysis Not Supported
Portfolio Analysis Not Supported
Portfolio Management Supported

Integrations

Claude Supported

Integrations

Claude Not Supported
Claim AgenticPM and update features and information
Claim AgenticPM and update features and information
Claim DAVIGOLD and update features and information
Claim DAVIGOLD and update features and information