Private Fund Reporting

Private markets lack standardized reporting, consistent transparency, and real-time visibility. My Alts Data solves this.

We provide registered investment advisers with a centralized platform to track, analyze, and report on private fund and alternative investment holdings—bringing institutional-grade insight to client portfolios.

About us

Discover our unique edge

Private Fund Intelligence

Transparency for Private Funds and Alternative Investments

My Alts Data is a private funds intelligence platform designed to bring structure, transparency, and ongoing monitoring to private funds and alternative investments.

The platform connects investors and fund sponsors, with fiduciary advice, in a secure environment where private investment data, sponsor updates, and portfolio reporting can be centralized and monitored in real time.

Through the integration of independent fiduciary oversight provided by Fiduciary Capital Management LLC, a registered investment advisor, the platform adds an analytical layer designed to help investors better understand complex private market investments.

Track. Monitor. Understand.


Private Funds Lack Transparency

Private investments often operate with fragmented reporting, delayed updates, and limited transparency.

Investors may receive infrequent reports, scattered communications, and inconsistent data formats across different sponsors.

As private markets grow, investors require a better way to monitor and understand these investments over time.

My Alts Data was created to provide a centralized infrastructure designed specifically for private market intelligence.


THE SOLUTION

A Centralized Intelligence Platform for Alternative Investments

My Alts Data provides a structured environment where private investment information can be organized, monitored, and communicated.

The platform supports helping accredited investors:

• gain greater visibility into private investments
• obtain insight to monitor alternative allocations
• achieve better communications from fund sponsors
• accessing market intelligence on funds operating under Rule 506(c)

By bringing these participants together, the platform creates a unified data environment for the private markets ecosystem.


HOW THE PLATFORM WORKS

1. Investment Data Integration

Investors can input or connect private investment holdings into the platform. 

This allows private fund positions to be organized into a centralized reporting environment.


2. Ongoing Monitoring and Reporting

The platform generates Snapshot Reports that provide structured summaries of private investment holdings.

Reports may include:

• investment summaries
• sponsor information
• asset developments
• portfolio-level views of alternative investments

Reports may be generated on demand.


3. Sponsor Updates and Commentary

Fund sponsors may provide ongoing updates related to their investments.

These communications may include:

• operational developments
• asset milestones
• portfolio updates
• distribution notices
• investor communications

Sponsor updates may appear directly within investor dashboards and notifications.


4. Marketplace Intelligence

The platform may also host a Marketplace where private offerings conducted pursuant to Rule 506(c) of Regulation D can be presented to accredited investors.

Marketplace listings may include:

• offering summaries
• sponsor background information
• investment overviews
• supporting documentation

Listings are informational and do not constitute investment recommendations.


Accredited Investors who work with Private funds have unique data reporting needs. We’ve developed a meticulously crafted secured platform that offers a comprehensive planning tool to help organize and guiding investors and their financial advisors.

Fund Sponsors gain reporting capablities for Clients which in the end helps all parties achieve their personal financial, practice and business goals.

For more information and to subsctibe to My Alts Data, visit www.MyAltsData.com.

OUR FOUNDER

First Oregon didn’t just change private fund reporting capabilities, we revolutionized it for the Client, Financial Advisor and the Fund Sponsor through the My Alts Data platform!

Paul McIntyre

Ready to ignite your private fund data revolution?

There has never been a better time than right now. Enhance your private fund reporting experience with My Alts Data today.