Solutions for Institutional Investors & Allocators

See through managers, funds and markets.

Research investment strategies, discover managers, compare funds and understand the underlying exposures shaping private and digital market allocations.

Fontavis connects market intelligence, manager research, portfolio look-through and investment analysis across Real Estate, Venture Capital, Private Credit and Digital Markets — giving allocators a clearer view from market and strategy down to the assets underneath.

From market allocation to manager, fund and underlying investment intelligence.

Allocator
Manager
Fund
Portfolio
Underlying Investments
PropertiesPrivate CompaniesBorrowersFacilitiesDigital Assets

Look-Through Analysis

Sector Exposure Geographic Exposure Strategy Exposure Manager Concentration
From Market View to Underlying Exposure

Connect every layer of the allocation decision.

Institutional decisions move through several layers — which markets deserve attention, which strategies are attracting capital, which managers operate in them, how their funds compare, what actually sits inside the portfolio, and where exposure overlaps. Fontavis connects these layers through one private and digital market intelligence environment.

Market
Strategy
Manager
Fund
Underlying Assets
Portfolio

Market Intelligence · Investment Research · Expert Guidance · Monitoring

Allocation Intelligence

Start with a clearer view of the opportunity set.

Capital flowsFundraisingTransaction activityValuationsPricingFinancing conditionsManager activityInvestor activityMarket liquiditySector developmentsEmerging investment themes

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

Cross-Market Themes

Artificial Intelligence InfrastructureData CentersPrivate Credit ExpansionHousingEnergy InfrastructureDigital InfrastructureTokenizationInstitutional Digital Assets

Understand how structural developments move across asset classes rather than researching each allocation category in isolation.

See Market Intelligence for a sample market-allocation research view.

Manager Intelligence

Find the managers behind the strategy.

MarketStrategyGeographyFund sizeVintageSector focusInvestment stageProperty focusBorrower profileDigital-market focusHistorical fund activity

Manager Profiles

Firm overviewInvestment strategyFund historyCurrent fundsHistorical fundsInvestment activityPortfolio compositionSector exposureGeographic exposureInvestment professionalsFundraising activityRelevant performance information where available

Connected Manager Intelligence

  • Manager → Funds
  • Manager → Underlying Investments
  • Manager → Strategies
  • Manager → Investors
  • Manager → Investment Professionals
  • Manager → Relevant Research
Go Deeper Into the Vehicle

Understand more than the fund headline.

FundManagerStrategyVintageFund sizeFundraising statusGeographySector focusInvestment stageProperty focusBorrower focusPortfolio holdings where availableDeployment activityRelevant performance informationAssociated investors where available
Manager
Fund IFund IIFund IIICurrent Fund

Selecting a fund reveals strategy, vintage, size, portfolio, market exposure and relevant metrics.

Fund History

Fund size progressionStrategy evolutionDeployment activityPortfolio compositionInvestment paceRelevant exits / realizationsAvailable performance information
Comparative Intelligence

Put managers in the right peer group.

StrategyMarketGeographyFund historyFund sizePortfolio compositionSector exposureDeployment activityInvestment paceRelevant performance information
StrategyVintageFund SizeGeographySector Exposure
Cascade Growth PartnersGrowth Equity2021$850MNorth AmericaTechnology
Meridian PartnersCore-Plus Real Estate2020$1.2BNorth AmericaMultifamily
Regional Bank GroupDirect Lending2019$640MNorth AmericaIndustrials
Property TypeGeographyCap RateOccupancy
Meridian Multifamily ComplexMultifamilyAustin, TX5.8%94.5%
Gateway Industrial ParkIndustrialCharlotte, NC6.4%98.0%
Downtown Commerce CenterOfficeNashville, TN7.1%89.0%
StageSectorReported ValuationInvestors
NorthPeak AISeries BArtificial Intelligence$410M4
Vantage RoboticsSeries BIndustrial Automation$365M3
Lumen AnalyticsSeries AData Infrastructure$140M2
LeverageSpreadMaturityFacility Type
Harborline Distribution Corp.4.2xS+5252029Term Loan
Westgate Manufacturing3.8xS+4752028Term Loan
Asset ExposureNetworkLiquidityStrategy
Ledgerline (LDGR)Layer-1Meridian ChainHighMarket Making
Northgate IndexMulti-AssetVariousModeratePassive Tracking

Fontavis does not produce a proprietary score or "best" ranking — comparisons use relevant characteristics only.

Additional criteria appear depending on the selected strategy.

Real Estate

Property typeMarketsPortfolio exposureFinancingFund vintages

Venture Capital

StagesSectorsPortfolio companiesInvestment paceExit activity

Private Credit

Borrower profileSector exposureLeverage distributionMaturity profileCredit structures

Fontavis does not produce a "Fontavis Manager Score" or a "Best Manager" ranking. Comparisons are presented using relevant characteristics rather than a proprietary scoring methodology.

Due Diligence

Investigate the manager, fund and market around the allocation.

Manager historyStrategy evolutionFund historyPortfolio compositionInvestment activityUnderlying assetsSector concentrationGeographic exposureRelevant transactionsFinancing exposureMarket conditionsFundraising historyInvestment professionals

Research Documents

Fund materialsManager presentationsResearch reportsFinancial informationPortfolio informationDue-diligence materialsOther permitted documents
Example questions
  • “How has this manager's strategy changed across vintages?”
  • “How does this fund's underlying sector exposure compare with peers?”
  • “Which markets account for the largest concentration?”
  • “What overlap exists between these managers?”
Explore Expert Guidance →

Fontavis provides due-diligence research support. It does not replace legal, tax, accounting, operational or regulatory diligence.

See Through the Fund

Understand what sits underneath the allocation.

Fund-level statistics can hide meaningful differences in underlying exposure. Where holdings information is available, Fontavis can help institutional investors move from the allocator down to the underlying investments themselves.

See Portfolio Look-Through above.

SectorGeographyManagerStrategyProperty typeCompany stageBorrowerSponsorMaturityDigital asset / network
Know Where Exposure Clusters

Different funds can lead back to the same underlying risks.

Institutional portfolios can contain overlapping exposure that isn't immediately obvious from manager-level allocations. Where underlying information is available, Fontavis can help users investigate overlap across managers, funds, companies, borrowers, sponsors, properties, markets, sectors, geographies, digital assets and investment themes.

  • Two venture managers holding the same company
  • Multiple private-credit managers lending to the same borrower or sponsor
  • Several real estate funds concentrated in the same market or property type
  • Different digital strategies exposed to the same network or asset

Shared Exposures — sample data only

[Illustrative Company]Held through: 2 Managers
[Illustrative Sector]Exposure through: 4 Funds
[Illustrative Market]Exposure through: 3 Real Estate Funds

Fontavis does not produce a universal risk score.

See the Portfolio From Different Angles

Understand what drives the allocation.

MarketStrategyGeographySectorManagerVintageUnderlying investments where available
Portfolio questions
  • How concentrated is the portfolio?
  • Which sectors appear across multiple managers?
  • Which geographies dominate exposure?
  • Where are maturity concentrations?
  • Which themes span multiple asset classes?
See What Sits Underneath, Market by Market

Look-through detail specific to each market.

Allocator
Manager
Fund
Portfolio
Underlying Investments
BorrowersFacilitiesSponsors

Look-Through Analysis

Sector Exposure Sponsor Exposure Leverage Distribution

Move beyond manager-level return information and investigate the underlying credit exposures shaping the portfolio.

Allocator
Manager
Fund
Portfolio
Underlying Investments
PropertiesFinancingMarkets

Look-Through Analysis

Geographic Exposure Property-Type Allocation Debt Maturity

Where holdings information exists, analyze concentration across geographies, property sectors, managers, financing structures and maturities. Fontavis does not produce unsupported property valuations.

Allocator
Manager
Fund
Portfolio
Underlying Investments
Portfolio CompaniesSectorsFinancing Activity

Look-Through Analysis

Sector Exposure Stage Exposure Company Overlap

Where portfolio information exists, compare managers based on underlying company overlap, sector exposure, stage exposure and investment themes.

Allocator
Manager
Fund
Portfolio
Underlying Investments
AssetsNetworksStrategies

Look-Through Analysis

Asset Exposure Network Exposure Liquidity Context

Connect digital-market allocations with relevant institutional market and research context. Fontavis does not provide custody or trade execution.

Fontavis Monitor™

Keep allocations connected to changing markets.

Manager selection is not the end of the research process. Fontavis Monitor™ helps institutional teams organize relevant manager, fund and underlying investment intelligence over time.

Manager developmentsFundraisingPortfolio changesUnderlying investment developmentsFinancing eventsMaturitiesTransactionsMarket conditionsRelevant research

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

Watchlists

ManagersFundsMarketsCompaniesBorrowersPropertiesDigital assetsThemes
Performance in Context

Compare like with like.

Where sufficient verified information exists, Fontavis can help allocators evaluate fund and manager information against relevant cohorts across strategy, vintage, fund size, geography, sector and risk profile.

Where verified data supports them, relevant metrics may include IRR, TVPI, DPI, RVPI and other strategy-appropriate performance information.

Fontavis does not fabricate performance databases or claim benchmark datasets exist where the required underlying data is unavailable. Where unavailable, Fontavis emphasizes manager and portfolio comparison rather than formal performance benchmarking.

Research Across the Allocation

Understand the markets behind the managers.

Fontavis Research is designed to provide analysis across Real Estate, Venture Capital, Private Credit and Digital Markets — including capital flows, fundraising, valuation trends, credit conditions, tokenization and cross-market themes relevant to institutional allocations.

A manager or fund profile is designed to connect to relevant research around its strategy, markets, sectors, underlying assets and investment themes.

When the Allocation Question Goes Deeper

Add specialist research support.

Manager researchFund researchMarket mappingPortfolio analysisComparable-manager researchSector analysisUnderlying exposure researchCross-market themes
Example questions
  • “Which managers have the greatest exposure to this sector?”
  • “How much overlap exists between these two portfolios?”
  • “How does this manager's maturity profile compare with peers?”
  • “Which markets drive this real estate fund's underlying exposure?”
  • “How are institutional allocations to this strategy changing?”
Explore Expert Guidance →
Bring Fontavis Into Your Allocation Workflow

Use the data beyond the Fontavis interface.

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

Manager research systemsPortfolio analyticsInvestment committee workflowsRisk dashboardsData warehousesBusiness intelligenceInternal reporting
Explore Data & Integrations →
From Market to Underlying Exposure
Research
Discover
Evaluate
Compare
Look Through
Monitor
One View Across Private & Digital Markets

Manager Intelligence

Research managers, strategies, funds and investment activity.

Portfolio Look-Through

Move from fund-level information toward underlying investments where available.

Cross-Market Intelligence

Research Real Estate, Venture Capital, Private Credit and Digital Markets through one broader environment.

Research + Expertise

Connect structured intelligence with investment research and specialist support.

Frequently asked questions

Fontavis is designed to support market research, manager discovery, fund analysis, portfolio look-through, exposure analysis and ongoing monitoring across private and digital markets.

Yes. Manager intelligence is designed to help users research firms based on available strategy, market, geography, fund history, portfolio and investment-activity information.

Yes. Fontavis can support comparisons using relevant strategy, fund, portfolio and market characteristics where sufficient information is available.

Where underlying holdings information is available, Fontavis can help users move from manager and fund level toward the properties, companies, borrowers, facilities or digital-market exposures underneath.

Where sufficient underlying information exists, Fontavis can help users investigate overlap across managers, funds, companies, borrowers, sponsors, markets, sectors and other relevant dimensions.

Yes. Fontavis's primary market coverage spans Real Estate, Venture Capital, Private Credit and Digital Markets.

Fontavis Monitor™ is designed to help users organize relevant manager, fund, underlying investment and market information over time where supported.

Performance comparison depends on the availability and quality of the relevant underlying data. Fontavis only presents formal benchmarks where sufficient verified information exists.

Yes. Fontavis Research is designed to provide analysis across private and digital markets and relevant cross-market investment themes.

Where available, Fontavis Expert Guidance can support targeted manager, fund, market, portfolio and allocation research.

See more of what sits underneath the allocation.

Research markets, evaluate managers, compare funds and understand underlying exposure across the private & digital market ecosystem.

Request a Demo Explore Market Intelligence

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