ELARA
Family offices have long been underserved when it comes to tracking and understanding private investments. Elara Insights brings performance, capital activity, and portfolio insights into one unified view—so you can make better decisions without relying on fragmented reports and spreadsheets.
Why Elara Exists
Private market portfolios are often managed through a patchwork of capital call notices, manager reports, spreadsheets, and manual updates. While larger institutions have dedicated systems and teams, smaller family offices are too often left without the tools they need to track performance, liquidity, and exposure with confidence.
Product Preview
Review portfolio value, performance, liquidity, and operating signals in one calm, structured interface—with detail available when you need it.


What Elara Does
Elara brings every investment into a single, unified view—eliminating the need to piece together data across spreadsheets, portals, and reports. Track commitments, capital activity, valuations, and performance across your entire portfolio in real time, with a structure designed to reflect how private investments actually operate.
From capital calls to distributions, Elara captures and organizes the full lifecycle of every investment. Automatically ingest capital call notices, create transactions, and monitor upcoming liquidity needs—giving you clear visibility into where capital is deployed, what’s been returned, and what’s coming next.
Elara calculates and presents performance metrics the way institutional investors expect—accurate, consistent, and transparent. Analyze IRR, TVPI, DPI, and NAV across funds, managers, and portfolios without manual reconciliation, and understand where value is being created across your private investments.
Core Capabilities

Monitor commitments, capital calls, distributions, and liquidity in one operating layer.

Track IRR, TVPI, DPI, and related metrics in a cleaner, more decision-ready format.

Understand exposure, concentration, and portfolio changes across private market holdings.

Reduce manual work with structured data capture and operational support around capital activity.
Security
Institutional controls for sensitive reporting environments.
Role-based access
Entity, portfolio, and manager views scoped to the right users.
Audit-ready workflows
Permissions, updates, and operating actions preserved in context.
Secure infrastructure
Built for long-lived reporting environments and sensitive capital data.
Insights & Differentiation
Elara is designed for the structure of private market portfolios from day one—commitments, calls, distributions, NAV, and manager reporting—so investment teams can work in a format that actually reflects how private capital behaves.

Designed around the realities of commitments, cash flows, and manager-reported valuations.
Readable, structured decision surfaces that reduce spreadsheet dependence and reporting friction.
Ready to See Elara
See how Elara gives family offices and investment teams a more readable, structured way to track performance, liquidity, and exposure across private markets.