"This operational burden intensifies as wealth management firms race to meet surging client demand for alternatives, with RIAs and family offices struggling to track hundreds of documents across dozens of portals while maintaining accurate performance reporting. Bridge has emerged as the first AI-native operating system designed specifically for private markets allocators, automating the entire workflow from document aggregation to performance analytics through proprietary technology that reduces operational overhead by 70% and generates reports 3x faster."
"The platform's unique approach combines automated synchronization across any web portal or inbox, best-in-class data extraction with back-to-inception historical processing, and AI-generated insights that give allocators 80% more time for client engagement. Founded by former private equity professionals from Leonard Green & Partners and Blackstone who experienced these pain points firsthand, Bridge already serves sophisticated investors across wealth management firms, RIAs, family offices, and institutional investors."
"Private markets have reached a critical inflection point as $30T in alternative assets collides with antiquated infrastructure still dependent on PDFs, spreadsheets, and manual data entry - creating massive inefficiencies that cost allocators more operational overhead than traditional investments. $5.1M Seed round led by Justin Wisz of Thicket Ventures with participation from strategic co-investors across the private equity, family office, and wealth management sectors."
Private markets hold roughly $30 trillion in alternative assets but depend on PDFs, spreadsheets, and manual data entry, producing substantial inefficiencies and higher operational overhead than traditional investments. Wealth management firms, RIAs, and family offices struggle to track hundreds of documents across dozens of portals while maintaining accurate performance reporting amid rising client demand. Bridge is an AI-native operating system that automates end-to-end workflows from document aggregation to performance analytics. The platform offers automated synchronization across web portals and inboxes, best-in-class data extraction with back-to-inception historical processing, and AI-generated insights. Bridge claims a 70% reduction in operational overhead, 3x faster reporting, and 80% more allocator time for client engagement, and closed a $5.1M Seed round led by Thicket Ventures.
Read at Alleywatch
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