For private markets allocators
From first document to final distribution.
TomNext keeps one record of every private markets investment for its whole life, and Agent Tom does the work at every stage.
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A multi-year commitment, decided in weeks.
Most of the effort goes into the weeks before signing. The years after run on PDFs, manager portals and spreadsheets, and that is where risk builds up unnoticed.
01 · Before you commit
Understand and test the investment before you commit.
- Every finding traced to its page, with gaps marked as not disclosed
- The cash flow forecast, beside the manager’s own projection
- Fees from gross to net, and what each point of negotiation is worth
The team’s sourcing in healthcare justifies a fee above peers of this size.
The step-up from €480m to €600m can be deployed without drifting into larger deals.
02 · Building your portfolio
Decide what to commit each year, and the reserve to hold.
- A target mix, and what it does to return, income and risk
- What to commit each year to reach the target without overshooting
- A cash reserve sized for a stress scenario
03 · For the life of your portfolio
Every quarterly report collected, read and checked.
- Every report retrieved, read and reviewed before it is saved
- Look-through from each fund to the companies you own
- Valuation differences and missing reports flagged as they occur
| Fund | Trend | TVPI | Status |
|---|---|---|---|
| Horizon Investment Fund IIINAV €48.2m | 1.63x | Q3 not received | |
| Aurora Growth Fund INAV €22.9m | 1.41x | Up to date | |
| Archway Capital Fund IIINAV €31.6m | 1.38x | Valuation difference | |
| Pinnacle Credit Fund IINAV €17.5m | 1.12x | Up to date |
Across every stage
Agent Tom does the work, so your team can focus on the decisions.
TomNext opens on what needs you today: tasks waiting, capital calls due, new opportunities in and colleagues adding you to a deal.
- Agent Tom answers from your own documents, citing each source, and drafts committee papers in your templates.
- Autopilot runs the checks you choose and reports each morning, with the evidence behind every finding.
- Reports answer one question each, cite every figure to its page and export in your branding.
Every draft, finding and report waits for your review. Nothing is sent, approved or changed without your team.
- 1Fee query to Larkspur
- 2Capital call · Quillon
- 3Q3 report · Orrin Ridge Real Assets I
- 4Two questions for Ardenmoor Partners III
“For a CIO, the goal is simple – clarity where it matters, sophistication where it makes a difference. TomNext delivers both: turning complex private markets information into disciplined insight and conviction, while preserving the discretion our clients expect.”
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Your data never leaves your control boundary
See the whole life of an investment, in one place.
A thirty-minute demo, shaped around how your team runs diligence, portfolio planning and monitoring today.