Clearwater Analytics Launches Fund Analytics, Bringing Verified Intelligence to Private Markets

Key Terms

liquidity forecasting financial

Liquidity forecasting is the process of predicting whether a company will have enough readily available funds to meet short-term obligations like payroll, bills, debt payments and unexpected costs. Think of it as a household planning its bank balance and upcoming expenses to avoid overdrafts; for investors, reliable liquidity forecasts signal lower short-term risk, influence creditworthiness, dividend safety and the market’s confidence in the company’s stability.

capital calls financial

A capital call is a request from an investment fund or partnership asking its investors to provide a portion of the money they previously agreed to commit. Think of it like the fund calling in the next installment on a multi‑payment purchase; it matters to investors because it requires them to have cash ready, affects portfolio liquidity, and signals the fund is deploying capital into investments that could drive future returns or risks.

distributions financial

Distributions are payments a company, fund, or trust gives to its shareholders or unitholders, usually as cash or extra shares, drawn from profits, investment gains, or sometimes a return of the original money invested. They matter to investors because distributions provide income and affect the value and tax treatment of holdings—like getting a paycheck from an asset or receiving a slice of a shared pie that reduces the pie’s remaining size.

co-investments financial

Co-investments are situations where one or more investors put money directly into a specific deal alongside a lead investor, rather than only investing in a pooled fund. Think of it like joining a friend to buy a single rental property instead of contributing to a real estate club; co-investing can give investors bigger exposure to a particular opportunity, lower overall fees, and more control, but also concentrates risk in that single investment.

look-through analysis technical

Look-through analysis examines the underlying assets, holdings or cash flows behind a company, fund or financial instrument to see what really drives value and risk, rather than relying on headline figures. Like looking through a storefront window to inspect individual items on the shelves, it helps investors understand true sources of revenue, debt, or concentration that can affect returns and vulnerability to market changes.

document processing technical

Document processing is the automated handling of papers and digital files—reading, extracting key facts, organizing, and routing information—so humans don’t have to sift through stacks of forms or PDFs. For investors it matters because faster, more accurate document processing reduces administrative cost, speeds decision-making, and lowers regulatory or operational risk by ensuring contracts, filings and medical or financial records are captured and acted on promptly, much like a smart mailroom that sorts and flags urgent items.

data validation technical

Data validation is the process of checking that information is accurate, complete and consistent before it is used for decisions or reporting. For investors, validated data is like proofreading a map before a trip: it reduces the risk of bad decisions, surprises or regulatory problems by ensuring earnings, trading records, clinical results and other inputs reflect reality rather than errors, omissions or incompatible formats.

Data Quality score technical

A data quality score is a simple number or rating that summarizes how accurate, complete, and reliable a set of information is; think of it like a report card for a dataset. Investors use it to judge whether financial figures, clinical results, or operational metrics can be trusted for decision‑making—high scores reduce the risk of surprises from errors or missing information, while low scores signal the need for caution or further verification.

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New product delivers performance benchmarks, portfolio insights, and liquidity forecasts built on validated private markets data

BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)-- Clearwater Analytics (NYSE: CWAN) today launched Fund Analytics, a private markets intelligence product built on the same validated investment data foundation that powers institutional accounting and books of record across more than $10 trillion in global assets.

Private markets have become a core allocation for institutional investors, but the infrastructure supporting them remains fragmented and highly manual. Investment teams still extract, validate, and reconcile information from GP reports before they can answer basic questions about performance, exposures, and future capital needs. Because no fund managers report the same way, many analytics platforms are only as reliable as the data that is manually entered into them.

Built on Clearwater's document processing and data validation technology, Fund Analytics structures and validates private markets data before it reaches the analytics layer. The result is a platform where performance measurement, benchmarking, portfolio monitoring, and liquidity forecasting are built on verified investment data rather than spreadsheet-driven workflows and self-reported submissions.

At the center of Fund Analytics is the Fund Master, a dataset built from Clearwater's network of institutional investors investing in many of the same underlying private funds. By validating and standardizing data at scale, Clearwater creates a shared intelligence layer that enables investors to benchmark their investments’ performance, compare valuations, aggregate exposures, and analyze portfolios using insights that no single institution could generate independently.

"Private markets intelligence is only as reliable as the data underneath it," said Kirat Singh, President of Risk and Alternative Assets at Clearwater Analytics. "For years, investors have relied on analytics built on manually collected information. With Fund Analytics, data is validated before it reaches the analytics layer, creating benchmarks, forecasts, and portfolio insights institutions can trust."

Fund Analytics brings together four core capabilities on a single data foundation:

Performance Analytics and Benchmarking
Measure performance across funds, co-investments, and portfolios using standardized metrics and benchmarks derived from Clearwater's validated Fund Master dataset.

Portfolio Monitoring and Look-Through Analysis
See exactly what is inside every fund, from underlying portfolio companies and sector concentrations to geographic exposures and investment themes, with a Data Quality score for every underlying asset.

Liquidity Forecasting
Model future capital calls, distributions, and cash flows with confidence, supporting portfolio construction, pacing, and capital deployment decisions.

Document Processing and Data Validation
Eliminate manual GP report processing. Automatically extract, standardize, and validate information from fund statements, so investment teams spend less time reconciling information and more time acting on it.

Unlike traditional private markets analytics solutions that rely primarily on data submitted by individual firms, Fund Analytics combines validated investment data, network-scale benchmarks, and portfolio intelligence within a single platform. The result is a more complete view of private markets performance, risk, and future liquidity needs.

"Private markets investors don't need more data. They need confidence in the data behind every decision," added Kirat Singh. "Fund Analytics brings together validated data, analytics, and benchmarks in a way that helps institutions move from collecting information to acting on it."

Fund Analytics can be deployed alongside existing accounting infrastructure, extending Clearwater's private markets capabilities to more than 10,000 investors globally, managing $500 million or more in private markets assets.

Learn more about Fund Analytics and register for the upcoming product webinar today.

About Clearwater Analytics

Clearwater Analytics is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $10 trillion in assets globally. Learn more at www.cwan.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260617631534/en/

Media Contact:
Claudia Cahill, Head of Communications and PR | +1 208-433-1200 | press@cwan.com

Source: Clearwater Analytics