Apliqo

Apliqo possesses unmatched analytical capabilities for gaining deep insights into LP fund portfolios. Going beyond what Excel and standard Portfolio Management Systems can achieve, Apliqo uses advanced projection models to anticipate future developments. For Apliqo, having a plan, even when the model is backwards-looking, is better than having no plan at all. Apliqo offers a turnkey solution provided by a service-oriented provider and delivers a ready-to-use solution, dedicated to ensuring customer benefits.

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What sets Apliqo apart?

"We focus on the Private Markets investments because we believe it's the most attractive asset class."
Martin Zahner

Product

Get an overview of what Apliqo does.

Main Tasks

Portfolio Management
Data Aggregation
Portfolio Construction & Rebalancing
Investment Due Diligence
Investment Performance Analysis
Performance Reporting
Data aggregation & management

Assets supported

Direct Private Equity
Venture Capital
Private Debt
Private Equity
Private Equity & Direct Investments
Private Equity Funds

Whitelabel

Yes

Type Of Software

SAAS

Integrations

MS Excel, Canoe Intelligence

Mobile App

No

Type of data

Transaction level

Accuracy

Automated data integration, Health Check reports

Multi-currency

Users can separate holding level gain/loss from currency gain/loss, Based on holding/position data

Rates

Average SFO: € 100’000 (25 PE/VC/PD funds, 5 users)

Cost structure

Seat based (per named user)
Feature based
AUM based

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Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

50-100

Founded

2013

Locations

Zürich, Hyderabad

Top 5 Markets

Germany, Switzerland

Total AUM

N.A

Ownership

Owned by management, External investors (neither clients nor staff)

Focus

Single family offices

Secondary focus

Fund managers

Can not disclose

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Support & Services

Learn what support and services you can expect

Added Services

Software development

Bespoke development

Analytical thought processing, data integration and aggregation, custom benchmarking

Support options

General contact mail or phone

Pricing of support

Based on SLA

Onboarding

2-8 weeks

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Simple solutions for complex times.