Private beta: onboarding now open

One book of record

OCTO is the investment platform for private markets.

Funds, deals, portfolio companies, and LPs — normalized into asingle governed ledger, with analytics and LP reporting on top.

One database. One system. One process.

How it works

From fragmented feeds to a governed book of record — no migration project that never ends, no numbers that disagree.

Deploying in a regulated environment? Talk to us.

1

Connect your sources

CRMs, custodians, market-data feeds, and documents flow in through governed adapters.

2

Normalize into the IBOR

Every commitment, transaction, and valuation lands in one append-only ledger.

3

Screen and decide

Configurable screening, DDQ support, and IC reporting — with full decision lineage.

4

Report with confidence

LP reports and look-through exposure derived from the same numbers, every time.

Powerful features

Everything you need to run private markets on one system

Investment Book of Record

One append-only ledger for commitments, transactions, cash flows, and valuations.

Positions and cash derived, never handwritten
Corrections supersede — nothing is ever mutated
Source-system idempotency on every write
Full lineage from figure back to source document

Straight answers

Be among the first
to run OCTO

Currently in private beta

Turn positions
into conviction

Talk to a specialist about consolidating your funds, deals, and reporting onto one governed book of record — deployed inside your own perimeter.

A strategic consultation

Share your fund structure and constraints. We map your sources onto the ontology.

Tailored walkthrough

See the IBOR, screening, and LP reporting workflows that matter to your team.

Enterprise readiness

Discuss self-hosted deployment, data residency, and security with a specialist.

Proof of value

Leave with a pilot scope, reconciliation benchmarks, and a practical rollout path.

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