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INVESTMENT REPORTING

Elevating the Standard in Performance Reporting for Alternative Investments

Your clients want an easy-to-understand explanation of the performance for their alternative investments. And you want an easy way to give it to them. Now you both get what you need.

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Solving Industry Reporting Problems​

The unique characteristics of alternative products, their opaque nature, and the metrics by which they are judged are not easily consumable by existing performance reporting platforms. This requires asset managers and advisors to spend an inordinate amount of time trying to cobble together a concise explanation for their clients. That requires them to source a diverse set of data from a disparate set of service providers.  The result is often latent reporting that doesn’t rise to the level of sophistication their clients rightly demand.

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For illustrative purposes only.

Key Features & Benefits

Centralized Data Repository Across GP’s and Administrators

  • Eliminates manual collection of disparate data.
  • Allows for data to be summarized and categorized in multiple ways.
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Modern Graphical Illustrations of Valuations and Cashflow over Customizable Time Periods

  • Simplifies the explanation of performance so that investors can understand this critical part of their overall portfolio

Publishes Performance Metrics at the Fund, Account and Household Levels ​

  • Allows for different levels of analysis and decision making
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To Learn More About the iCapital Investment Dashboard

Request an Introductory Call
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Powering the Global Alternatives Marketplace

The world’s premier asset management firms, banks and wirehouses accelerate their alternative distribution efforts with iCapital’s digital technology.

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Powering Financial Advisors’ Access to Alternatives

Many of the industry’s top fund managers rely on iCapital’s distribution to scale their fundraising on our Flagship Platform.

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Powering Wealth
Management’s Growth

Leveraging iCapital’s technology platform helps top wealth managers deliver high-quality alternatives investment opportunities to their clients with efficiency and ease.

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Featured Articles

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Press Releases

iCapital® Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion

Investment round co-led by new investors T. Rowe Price and SurgoCap Partners with additional participation from State Street, and increased commitments from existing investors Temasek, UBS, and BNY. New capital to accelerate global acquisition strategy, geographic expansion, and technology innovation.
July 10, 2025
NEW YORK — (BUSINESS WIRE) — iCapital1, the global fintech company shaping the future of investing, today announced it has raised over $820 million with the completion of its latest…
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Practice Management

The Road to Mass Adoption – Evergreen Funds: Addressing the Operational Challenges of Scale
July 15, 2025
Despite the remarkable growth of evergreen or perpetual life funds in the U.S. private wealth management channel, the challenges of client adoption and building a successful distribution model continue to…
Practice Management

Research Paper | Optimizing Alternative Investment Lifecyle Workflows Using DLT
July 14, 2025
RESEARCH PAPER Discover How Distributed Ledger Technology (DLT) is Transforming the Alternatives Lifecycle As private market investments surge, operational complexity is reaching a breaking point. Legacy systems, manual processes, and…

IMPORTANT INFORMATION

iCapital and its affiliates provide various services through a number of affiliated entities – please refer to Certain iCapital Entities for a full list of entities. iCapital entities are collectively referred to as “iCapital”, and they all are affiliated with iCapital, Inc. and Institutional Capital Network, Inc. Among these affiliates, iCapital Markets LLC (“iCapital Markets”), an SEC-registered broker-dealer, member FINRA and SIPC, offers securities products and services. The registrations and memberships listed in Certain iCapital Entities in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services provided by iCapital. Additional information is available upon request.

This website is for informational purposes only. This website is the property of iCapital and may not be shared, reproduced in any form, or referred to in any other publication, without express written permission of iCapital.

This website and any information included on it are not intended, and may not be relied on in any manner, as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security. Financial products, including investment funds and structured investments, are complex and may be speculative and are not suitable for all investors. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This website and the information contained on it is not intended to, and does not, address the financial objectives, situation or specific needs of any specific investor.

iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc.