Solutions for Advisors & Wealth Managers

Bring private & digital market intelligence into the client conversation.

Research opportunities, managers, funds and market developments across Real Estate, Venture Capital, Private Credit and Digital Markets through one connected intelligence environment.

Fontavis helps advisors move beyond fragmented information — bringing investment research, market intelligence and expert context together to support more informed alternative-investment research and client conversations.

Research the markets beyond traditional stocks and bonds with greater context.

All Real Estate Venture Capital Private Credit Digital Markets Cross-Market
Market Outlook

Private Credit Outlook 2026

Key trends and opportunities across private credit markets.

Sector Research

Sector Deep Dive: Real Estate

Analysis of cap rates, pricing and fund flows.

Investment Theme

AI Infrastructure

How capital is flowing into compute, data and infrastructure.

Digital Markets

Tokenization of Private Assets

Where digital markets and private markets are converging.

From Market Research to Client Context

Make alternative markets easier to navigate.

Private and digital markets can create a real information challenge for advisors — which markets to understand, which strategies are available, who manages them, and how to explain it all clearly to a client. Fontavis brings market intelligence, research and investment context together to make these questions easier to investigate.

Understand
Discover
Research
Compare
Monitor
Communicate

Market Intelligence · Investment Research · Expert Guidance

Market Intelligence

Build a clearer view beyond public markets.

Research each market independently or explore the relationships connecting them across the broader private and digital investment ecosystem.

Real Estate

PropertiesMarketsTransactionsFundsManagersFinancing

Venture Capital

Private companiesSectorsFunding roundsInvestorsFundsManagers

Private Credit

BorrowersCredit strategiesFacilitiesManagersLending conditions

Digital Markets

Digital assetsMarket structureNetworksProtocolsTokenized markets
FONTAVIS PRIVATE & DIGITAL MARKET INTELLIGENCE
Explore Market Intelligence →
Discover

Explore opportunities beyond traditional markets.

Where relevant to the advisor's workflow and available through Fontavis, explore investment opportunities across Real Estate, Venture Capital, Private Credit and Digital Markets — while keeping relevant research and manager context close at hand.

MarketStrategyGeographyManagerInvestment focusOpportunity typeSector
Explore Investor Access →
Know Who Is Behind the Strategy

Research the manager — not just the investment headline.

Manager Intelligence

Firm overviewInvestment strategyMarket focusFund historyPortfolio activitySector exposureGeographic exposureInvestment professionalsRelevant research

Fund Intelligence

StrategyManagerVintageFund sizeInvestment focusGeographyUnderlying exposure where availableRelevant performance information where available

See Fontavis Research above for a sample manager profile and related research. Fontavis does not assign star ratings, "Best Fund" labels, recommendations or suitability scores.

More Than the Product

Understand the market surrounding the investment.

An investment opportunity is easier to understand when the surrounding market is visible. Fontavis can connect an opportunity with relevant manager information, fund information, market intelligence, sector research, underlying exposure where available, comparable strategies and Fontavis Research.

Manager
Strategy
Opportunity — Meridian Multifamily Complex
Market
Research

Real Estate

Property sectorGeographic marketTransaction activityFinancing conditionsManager research

Private Credit

Credit strategyBorrower environmentInterest ratesSpreadsManager research

Venture Capital

SectorPrivate-company activityFunding conditionsValuation trendsManager research

Digital Markets

Market structureDigital assetsNetworksInstitutional trendsTokenization research
Comparison

Put different opportunities into a clearer framework.

Private-market strategies can vary significantly in structure, market exposure and investment approach. Fontavis helps advisors organize relevant information consistently while preserving those differences.

MarketStrategyManagerGeographyInvestment focusUnderlying exposureLiquidity characteristicsFund structureRelevant fees where availableRelevant performance information where available

Real Estate

Property focusGeographyStrategy

Venture Capital

StageSectorPortfolio focus

Private Credit

Credit strategyBorrower focusInstrument type

Digital Markets

StrategyAsset exposureMarket focus

Materially different investments are not reduced to a single simplistic ranking.

See Alternative Exposure More Clearly

Understand how private & digital investments fit together.

Where supported by the Fontavis platform, advisors can organize relevant alternative-market exposure across Real Estate, Venture Capital, Private Credit and Digital Markets.

Watchlist

NorthPeak AISeries B closed
Meridian MultifamilyNew listing added

Portfolio Developments

Harborline DistributionPayment received
Tech Ventures Fund IQ3 report published

Market Developments

Private Credit SpreadsTightened 12bps
Multifamily Cap RatesStable in Q3

Research Updates

Sector Deep Dive: AIPublished Sep 10
Market Outlook 2026Published Sep 3
Real Estate Venture Capital Private Credit Digital Markets
Connected portfolio context — example questions
  • How much exposure exists to each private-market category?
  • Are several managers concentrated in the same sector?
  • Does private-credit exposure overlap across borrowers or industries?
  • Are multiple real estate strategies concentrated in the same market?
  • How much digital-market exposure exists across different strategies?

This view is focused specifically on private and digital market exposure, not full household portfolio aggregation.

Fontavis Research

Turn complex markets into clearer investment context.

Fontavis Research helps advisors understand developments across Real Estate, Venture Capital, Private Credit and Digital Markets — including market conditions, capital flows, fundraising, valuation trends, credit conditions and tokenization.

Market Outlook

Private Credit

Illustrative research

Sector Research

Real Estate

Illustrative research

Investment Theme

AI Infrastructure

Illustrative research

Digital Markets

Tokenization

Illustrative research

Manager Research

Private Markets

Illustrative research

Use Fontavis Research to stay informed about the markets and strategies appearing in client portfolios and conversations.

Turn Complexity Into Clearer Context

Bring better information into the conversation.

Private and digital investments can involve unfamiliar structures, terminology and market dynamics. Fontavis helps advisors access the information needed to better explain what the market is, how the strategy works, what drives performance and risk, who manages the investment, what underlying exposure exists, and what is changing in the market.

Example — private credit market overview

What's Changing?

[Illustrative research summary]

Key Market Indicators

Base RatesCredit SpreadsOriginationRefinancing

What to Watch

[Illustrative research themes]

Fontavis does not generate "Recommended for this client," "Suitable for this client," or "Best investment for this portfolio" outputs. This is research and information supporting the advisor's professional workflow, not a suitability determination.

Fontavis Monitor™

Stay informed after the initial research.

Fontavis Monitor™ can help advisors organize relevant private and digital market information over time where supported.

Watchlist

NorthPeak AISeries B closed
Meridian MultifamilyNew listing added

Portfolio Developments

Harborline DistributionPayment received
Tech Ventures Fund IQ3 report published

Market Developments

Private Credit SpreadsTightened 12bps
Multifamily Cap RatesStable in Q3

Research Updates

Sector Deep Dive: AIPublished Sep 10
Market Outlook 2026Published Sep 3
Real Estate Venture Capital Private Credit Digital Markets

Potential Watchlists

ManagersFundsOpportunitiesMarketsInvestment themesCompaniesPropertiesBorrowersDigital assets

Potential Developments

Manager activityFundraisingTransactionsFinancing eventsMarket conditionsRelevant investment developmentsNew Fontavis Research
When the Client Question Requires a Deeper Answer

Add specialist research context.

MarketsStrategiesManagersFundsCompaniesPropertiesPrivate creditDigital assetsInvestment themes
Example questions
  • “How does this manager's strategy differ from relevant peers?”
  • “What is driving current private-credit conditions?”
  • “How is this real estate sector changing?”
  • “What are the major developments in tokenized markets?”
  • “What market factors are affecting venture valuations?”
Explore Expert Guidance →

Expert Guidance is research support — not personalized financial, tax or legal advice to the advisor's underlying client.

The Entire Private & Digital Market Ecosystem

Connect the markets your clients increasingly encounter.

One connected research environment gives advisors a more consistent way to navigate these markets without treating every alternative investment as a separate information universe.

Real Estate

PropertiesMarketsFundsManagers

Venture Capital

CompaniesSectorsFundsInvestors

Private Credit

BorrowersStrategiesManagersCredit Markets

Digital Markets

AssetsNetworksProtocolsTokenized Markets
FONTAVIS — Private & Digital Market Intelligence
Connect Fontavis to Your Workflow

Use the data beyond the Fontavis interface.

Where supported, Fontavis intelligence can be incorporated into professional workflows through exports, APIs, data feeds, integrations and custom reporting.

Investment researchPortfolio researchClient preparationManager researchInternal analyticsCRM environmentsBusiness intelligence
Explore Data & Integrations →
From Market Education to Ongoing Context
Understand
Discover
Research
Compare
Monitor
Communicate
One Research Environment for Alternative Markets

Broader Market Coverage

Research Real Estate, Venture Capital, Private Credit and Digital Markets.

Manager & Investment Context

Understand the organizations, strategies and markets behind opportunities.

Research + Expertise

Connect structured intelligence with Fontavis Research and specialist guidance.

Portfolio Context

Organize private and digital market exposure through a more consistent research framework.

Built for Professional Advisory Teams
Registered Investment AdvisorsWealth Management FirmsPrivate BanksMulti-Family OfficesIndependent Advisory FirmsAlternative Investment Research Teams

Frequently asked questions

Fontavis is designed to help professional advisory teams research private and digital markets, investigate managers and opportunities, compare strategies and stay informed about relevant market developments.

Fontavis's primary intelligence coverage is organized around Real Estate, Venture Capital, Private Credit and Digital Markets.

Fontavis Investor Access is designed to provide discovery and access to available private and digital market opportunities. Availability and eligibility vary by opportunity and applicable requirements.

Yes. Fontavis is designed to organize available manager, fund, strategy, portfolio and market information.

Fontavis can help users organize and compare relevant information across managers, funds and strategies where sufficient information is available.

Where holdings information is available, Fontavis can connect funds and managers with relevant underlying companies, properties, borrowers or other investments.

Yes. Fontavis Research is designed to provide analysis across Real Estate, Venture Capital, Private Credit, Digital Markets and relevant cross-market themes.

Where available, Fontavis Expert Guidance can provide specialist research support around markets, managers, funds and investment themes.

Supported APIs, feeds, exports and integrations depend on the relevant Fontavis product, dataset and implementation.

Bring more context to private & digital market conversations.

Research markets, managers, strategies and opportunities through one connected intelligence environment built for the expanding alternative investment landscape.

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