Investor Pointe Launches 

Investor Pointe launches today as a technology and services company powering how private markets firms operate. The company unites an AI-enabled platform, a specialist services team, and a portfolio of tailored solutions to support private markets firms throughout the entire investor lifecycle, from distribution and fundraising to investor servicing, portfolio intelligence and data optimisation. Scott Hofmann, an experienced executive at the intersection of technology and financial services, is appointed as Chief Executive Officer to lead the company.

The launch comes as private markets firms face increasing complexity across fundraising, servicing, and reporting, while investors demand transparency, real-time reporting, and a digital-first experience similar to that of public markets. Investor Pointe replaces a disconnected set of legacy solutions and systems with a single, unified operating model that integrates AI-enabled technology, specialist services, and deep operational expertise in one architecture.

"Investor Pointe was created to replace the fragmented operating model that most private markets firms still depend on. As managers, advisors, and their supporting firms face rising complexity at every stage of the lifecycle, technology alone is no longer sufficient. They need a partner with a platform, specialists, and integrated solutions to manage the entire lifecycle as a unified process. That is what Investor Pointe was built to deliver," said Scott Hofmann, CEO, Investor Pointe.

Investor Pointe combines the operational experience of Bite Investments and Untap, two industry players that have managed private markets at scale for over a decade, with modern AI capabilities built for this market. Its leadership team has built and managed platforms at every stage of the lifecycle, bringing proven operational expertise and the capacity to execute at scale.

"Most firms today are running fund administration, investor portals, distribution, and reporting on four different systems and three different vendors. We've built one. That's the difference, and it changes what a manager can actually do across the lifecycle," said Hofmann.

Investor Pointe offers a portfolio of tailored solutions, each combining the right platform modules and specialist services for a specific business challenge:

1. Distribution Enablement: product readiness, curated access, AI-assisted matching, fundraising, and onboarding
   

2. Investor Engagement: branded servicing, communications, and reporting with one portal for every investor touchpoint

3. Portfolio Intelligence: asset, fund  & investor performance tracking with ongoing, connected reporting

4. Agentic Data: AI-ready data foundation, AI models & intelligence, and quarterly & customer reporting

Each solution can be run entirely by client teams, fully managed by Investor Pointe specialists, or anywhere in between, adjusted to fit client size, team capability, and operational model.

Investor Pointe will announce further leadership appointments, product milestones, and partnerships in the upcoming months.

Media briefings and demonstrations are available on request, press@investorpointe.com

About Investor Pointe: Investor Pointe is a global technology and services firm powering how private markets firms operate. It unites distribution, investor engagement, portfolio management, and the underlying data layers into a single, secure system. As a partner from initial product decisions to the final capital return, Investor Pointe’s agentic solution is supported by a team of human experts to provide clients with exactly the level of support they need, from self-serve to fully managed. Investor Pointe has over 2,500 funds managed on its system, working with leading investment managers, wealth managers, fund administrators, and advisors with over $400 billion in assets. Investor Pointe has offices in London, New York, Hong Kong, Hyderabad, and Bogotá. For more information, visit www.investorpointe.com.