Build your data palace
A second brain for private market investors
Track what you've seen.
Understand what you own.
Capture your fund's memory
Track every company in your portfolio with a system tailored to you. Compare growth, margins, headcount, and much more.
Unify fragmented documents
No more one-off models or buried KPIs. Our platform pulls key data from any format and organizes it for you.
Dynamically update reports
Generate rollup views without rebuilding spreadsheets. Have the reports update in real time as you collect data.
Automate portfolio alerts
Track the metrics that matter. Be the first to know when a number shifts or a risk appears.
Designed to scale with your team
Give your team instant access to the insights they need. Assign role-based permissions for all historical and active reporting.
Integrations
Create a single pane of glass for your team to access key investment information - any type, from any source.
Accounting & ERP
• QuickBooks
• NetSuite
• Xero
• Workday
HRIS & Payroll
• Gusto
• Rippling
• ADP
File storage
• Dropbox
• Box
• Google Drive
Spreadsheets
• Excel
• Google Sheets
Cap Table & Equity Management
• Carta
• Pulley
• LTSE Equity
CRM and deal flow
• Salesforce
Banking & Spend Management
• Mercury
• Ramp
• Brex
Built for scale. Designed for trust.
Palace is audited and certified by industry-leading
third party standards.
- No training on your data
- Enterprise-grade data protection
- End to end encryption
- Audited and tested (SOC-2)
No training on user data
CCPA
SOC-2
GDPR