Modernise Private Market operations with intelligent automation
A modern portfolio management system powered by advanced data and AI, automating workflows to improve insight, transparency, and operational performance
Talk to us about your needsThe Finattune Platform: AI-Native Operations for Private Markets
What We Do
Turn Manual Processes into Intelligent, Automated Workflows
Finattune modernises private market operations by streamlining compliance, reporting, and portfolio oversight. Automated workflows reduce manual effort by up to 37% and improve accuracy across your investment processes.
Designed with enterprise data governance and flexible AI capabilities, the Finattune Platform adapts to your operating model - whether you manage bilateral lending, bespoke fund structures, or multi-asset portfolios. It frees your team to focus on strategic decision-making over administrative burden.
Reduce reporting cycles from weeks to days
Enhance monthly and quarterly reporting by moving away from Excel-heavy workflows to secure, private data and AI that augments manual tasks. Freeing your team to focus on strategy, analysis and value creation.
Deliver transparency and compliance securely
Built on Microsoft Azure and deployed within your organisation's environment, you get enterprise-grade governance, auditability and role-based access controls.
Empower teams to focus on strategy and growth
Free your investment professionals from repetitive busywork so they can prioritise strategy, origination and investor returns.
How the Finattune Platform Works
Delivering Value From Data and Automation
Platform Layer
The Finattune Platform is designed as a modular, composable software platform deployed and scaled on Microsoft Azure
Data Layer
Combines manual and automated data integration, ingest and processing into a secure, single source of truth
AI Automation
Flexibility to leverage the best AI tool for the job at hand; Chat vs Agentic or GPT-5 to DeepSeek-R1 and beyond Finattune will implement the solution to meet your portfolio strategies
Workflow Integration
Simplify operations, reduce overhead and increase compliance through strategic integration into your existing business processes without reinventing your unique business value.
Who We Help
Who We Help in Private Markets
A modular data and AI platform for compliance, automation and reporting across private markets.
Private Credit Managers
Start small with a deployment to reduce overhead via automation in report genration or covenant tracking. Alternatively deploy a full featured Loan Management Solution.
Private Equity Managers
Deploy a custom solution for portfolio tracking and compliance management, seamlessly integrate to existing systems and feeds through open APIs.
Family Offices / HNW
Consolidate complex portfolios and integrate real-time data feeds to gain a single, accurate view of positions and performance.
Fund Managers
Scale securely with AI powered automated monitoring, document review and investor reporting. Maximise efficiency inline with your portfolio strategy.
Proof & Trust
Why Finattune
Finattune’s team has decades of experience delivering Tier 1 broad sector projects including Private Markets, Banking and beyond. Our strategy is built on four tenants that combine industry knowledge, compliance expertise and AI-native technology.
Partnership First
We take a consultative, agile approach by working closely with your team to modernise daily, weekly and monthly business processes for measurable impact.
Compliance & Security
Built on the leading cloud provider for FSI with enterprise-grade governance, auditability and access controls to ensure data integrity and regulatory confidence.
AI-Native Business Process Automation
We design intelligent workflows that augement manual tasks and unlock insights using data and AI. Purpose-built for private markets.
Composable Platform Design
The Finattune Platform is built from the ground up on industry-leading Microsoft Azure - modular, scalable and designed for long-term robust, reliable performance.