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

Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..).

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

Investors, consultants or fund managers looking for a software solution to the due diligence and monitoring of asset and fund managers

Support

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

Support

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

API

Offers API Not Supported

API

Offers API 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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Dasseti
Founded: 2018
United States
www.dasseti.com

Alternatives

Alternatives

Fusion Invest

Fusion Invest

Finastra
PackHedge™

PackHedge™

FinLab Solutions SA

Categories

Deal Sourcing Supported
Due Diligence Supported
Private Equity Supported

Categories

Due Diligence Supported
Family Office Supported
Wealth Management Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Not Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Integrations

Amazon Web Services (AWS) Not Supported
Claude Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
Preqin Not Supported
Tableau Not Supported

Integrations

Amazon Web Services (AWS) Supported
Claude Not Supported
Microsoft 365 Supported
Microsoft Azure Supported
Microsoft Excel Supported
Microsoft Outlook Supported
Microsoft Word Supported
Preqin Supported
Tableau Supported
Claim AgenticPM and update features and information
Claim AgenticPM and update features and information
Claim Dasseti and update features and information
Claim Dasseti and update features and information