Mantle

Imagine a single view of all your private market investments.

Mantle Portal simplifies the management of LP investments by consolidating information from all investor portals into a single centralized platform. The aggregation coupled with automation does the undifferentiated heavy lifting, freeing you to focus on strategic decisions. Get a clear, real-time Schedule of Investments, enabling deep portfolio analysis against market trends. Drive alpha with smarter, faster insights, and reduce operational costs.

Unleash the power of your investment data with Mantle Portal Reports. By seamlessly integrating automated document collection and AI-powered data extraction, Mantle Portal converts unstructured documents into real-time investment intelligence for Fund LPs and their teams.

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Product

Get an overview of what Mantle does.

Main Tasks

  • Consolidated Reporting
  • Data Aggregation
  • Portfolio Management
  • Technology Provider

Top features

  • Custom Reports
  • Digital Excellence
  • Proven Agility

Assets supported

  • Alternatives
  • Private Equity
  • Private Equity & Direct Investments

Whitelabel

  • Yes

Type Of Software

  • SAAS

Integrations

  • SharePoint Integration

Mobile App

  • No

Type of data

  • Holding level
  • Transaction level

Accuracy

  • Mantle implements multiple steps of data validation, including automated extraction, quality control reviews, as well as client acceptance facilitated by software (e.g. review and acceptance milestones).

Custodians

  • Mantle presently do not work directly with custodians.

Time to new custodian

  • N/A

Multi-currency

  • Users can set multiple base currencies
  • Based on holding/position data
  • Based on transaction data

Rates

  • Mantle price by the number of commitments.

Regulated

  • No

Cost structure

  • Transaction use based (per transaction)
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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

  • 11-50

Founded

  • 2022

Locations

  • Toronto

Top Markets

  • United States of America
  • Canada

Ownership

  • Owned by management
  • Key staff also have ownership
  • External investors (neither clients nor staff)

Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners
  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Pensions
  • Endowments
  • Funds of funds

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Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone
Dedicated contact

Pricing of support

Free support

Onboarding

Mantle offers white-glove onboarding, which typically takes 1-2 weeks on average.

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