Leveraging tech and data strategy for private markets
Unlocking value across the investment life cycle
Many venture capital, private credit, real estate, and infrastructure managers are rapidly transforming their operations—moving from fragmented spreadsheet-based workflows to unified, intelligent technology platforms. This shift enables firms to deliver real-time insights, strengthen investor trust, and support both institutional and digitally native investors, all while scaling efficiently and maintaining robust cybersecurity. As the industry evolves, leaders must balance technology innovation with strong data governance, risk management, and agility amid changing regulations and market conditions.
Key drivers of tech investment in private markets
The private markets industry is moving from outdated, disconnected systems to modern, cloud-based platforms that unify data, automate operations, and deliver real-time insights. This transformation is being accelerated by rising expectations around efficiency, regulatory compliance, and transparency—especially as new SEC rules demand more detailed reporting and disclosure from private funds.
At the same time, firms are embedding AI and automation across the investment lifecycle to improve decision-making, streamline workflows, and stay ahead of risk. These technologies introduce new cybersecurity and data-privacy considerations, prompting firms to elevate security and rely more on managed IT services that deliver advanced capabilities without requiring large in-house tech teams.
Strategic implications
The transition to unified, intelligent technology infrastructures is not merely a technical upgrade but a strategic necessity for private market players. As such, four distinct imperatives and technology choices are available for private market clients to consider while developing their technology strategy.
Turning tech investment into competitive advantage
For US private market participants, technology has become a defining driver of growth and resilience, turning fragmented operations into intelligent systems that deliver real-time insight and transparency. With next-generation investor portals elevating the user experience and managed services strengthening cybersecurity and scalability, firms navigating economic uncertainty are finding that early modernization creates a clear advantage in capturing opportunities and managing rising risks.
Ultimately, the winners in private markets will be those who treat tech and data as strategic assets—delivering not just operational efficiency, but sustainable, differentiated value for every stakeholder.
