Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AgenticPM is a specialized AI platform tailored for the private markets, featuring dedicated agents for private equity firms, transaction advisory teams, and investment banking professionals. Its Deal Scout component helps in identifying and assessing potential targets, mapping out markets, and enhancing target lists with valuable insights. The Deal Advisor function focuses on scrutinizing deal documents, facilitating thorough due diligence, and assisting in the development of investment cases and investment committee memos. Meanwhile, the Portfolio Monitor keeps an eye on the performance and risks associated with portfolio companies, and the Exit Advisor aids in planning for exits and conducting valuation analyses. Additional agents provide support in various areas, including commercial, financial, operational, technology, and restructuring due diligence, as well as managing workflows related to buy-side, sell-side, origination, and capital markets. The platform excels in analyzing critical company and deal information and can seamlessly integrate enhanced target data into a CRM system. AgenticPM is crafted to streamline processes for deal sourcing, due diligence, portfolio management, and exit strategies. Users are encouraged to take advantage of a complimentary trial or arrange a demonstration to explore the platform's capabilities. This approach allows potential clients to fully understand how AgenticPM can address their specific needs in the competitive landscape of private markets.
Description
Join a community of over 1,800 individual investors who have united through Moonfare to collectively invest €1 billion in private equity. Seize the opportunity to invest in premier funds from some of the most esteemed firms globally, with entry points starting at just €50,000. Gain insights similar to those of institutional investors, as the highest shareholder value often arises from private markets—funds available on Moonfare have delivered an average IRR of 19%, surpassing the S&P 500 by 13%. In today’s landscape of negative interest rates, fluctuating public markets, and challenges in sourcing real estate, private equity presents a savvy alternative for investors. Moonfare eliminates barriers with low minimum investments, a fully digital process, and a distinctive secondary market. You can tailor your investments by selecting individual funds or opting for one of Moonfare's Portfolio products. Additionally, we provide opportunities to engage in auctions for existing fund investments through the Moonfare Secondary Market twice a year, enhancing your investment experience even further. This innovative platform empowers investors to access exclusive opportunities previously reserved for the elite.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Claude
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Agentic Private Markets
Founded
2025
Country
United States
Website
www.agenticprivatemarkets.ai/
Vendor Details
Company Name
Moonfare
Founded
2016
Country
Germany
Website
www.moonfare.com
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No