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Real-time allocator intelligence in a consolidating market
The biggest asset managers and data giants are in an arms race to own the "private markets data stack":
"Databases are libraries.
Osmosis is your radar."
These platforms are libraries: they excel at historical fund data, benchmarking, and contacts—but they do not capture what allocators actually say in meetings in real time.
Allocator voice in boardrooms, ICs, hearings, and CIO/consultant remarks that shape mandates before they ever show up in a database:
Osmosis is a real-time allocator intelligence platform that listens to public meetings and documents as they happen, then turns what was said into:
So your team is first in the room with the right angle.
The ROI Math: One $100M mandate at ~1% over 5 years = $5M (roughly 1,000x our annual cost)
Your buyers win by spending more time selling and less time doing admin:
"Who should we be selling to?"
"What should we say and how?"
"Why aren't we selling more?"
"Who else is in the room?"
Data is old and shallow
Fund closings, not live discussions
Tech is 2000s-era databases
Not built for real-time voice
No workflow outputs
Missing "who to call this week"
Osmosis' position: We're not a database replacement. We sit above Preqin / PitchBook / Dakota / eVestment / With Intelligence as the real-time radar.
For Heads of IR / Distribution / Capital Formation, the tooling world falls into four buckets:
Players: Preqin, PitchBook, eVestment
Jobs: Market sizing, fundraising benchmarking, performance data, LP profiles
Players: Dakota, Ipreo, institutional CRM enrichers
Jobs: Build call lists, route coverage, track who to call
Players: With Intelligence, PEI Group, Institutional Investor
Jobs: Context, networking, sponsor coverage, curated stories
Player: Osmosis
Jobs: "Who is talking about my strategy this week? What did they say? Who influences this decision? What do I do now?"
Osmosis is a new category (real-time allocator intelligence from disappearing data) that sits across categories 1-3, feeding them and making them more actionable.
Now BlackRock's data arm | Acquired for ~$3.2B (March 2025)
"Preqin tells you who manages $10B. Osmosis tells you who's deploying $500M next quarter and what they said about your strategy yesterday."
Positioning: We never ask them to rip out Preqin. We position as pipeline creation vs. Preqin's reference library.
"Preqin is the library of closed-end reality. Osmosis is the radar for what allocators are planning next."
Morningstar's star segment | $551.9M revenue (2023)
"PitchBook tracks companies and funds. Osmosis tracks allocators and what they actually say—then turns that into this week's outreach."
Positioning: Keep PitchBook for company/fund view; add Osmosis for allocator voice and timing.
Now S&P Global's private-markets arm | $1.8B (Oct 2025)
"Context is useful. Winning is about timing + action. With Intelligence tells you the story. Osmosis tells you exactly what the CIO said last Tuesday."
"The only database built by fundraisers for fundraisers"
"Great—you know who to call. Osmosis tells you when and why to call. We turn Dakota's static coverage into live, intent-driven outreach."
Nasdaq acquired for $705M (2017) | "The data that feeds RFPs"
"eVestment is the rulebook consultants use. Osmosis tells you when allocators are thinking about changing the rules—so you can shape the line-up."
| Player | Mental Tagline | Best At | Weak for Our Buyer |
|---|---|---|---|
| Preqin | "Home of alternatives" | Global alt data & benchmarks | Timing, voice, workflows |
| PitchBook | "Private-markets OS" | Company/deal datasets + UI | Allocator voice & real-time intent |
| With Intelligence | "Media-led alts intel + events" | Context, news, community | Systematic capture & workflows |
| Dakota | "Database by fundraisers" | Contacts & coverage lists | Real-time triggers & depth |
| eVestment | "Consultant-grade analytics" | Benchmarks & screening | Sales use & real-time signals |
| Osmosis | "Radar for allocator voice" | Live IC/board/CIO → actions | (New category) building brand |
The giants consolidate libraries. Dakota races on contacts. No one else owns allocator voice in real time.
Attend and ingest allocator meetings, interviews, filings in real time—ICs, boards, hearings, CIO/consultant remarks
AI detects mandates, pacing changes, policy shifts, consultant recs, competitive mentions
Every quote speaker-attributed. Knowledge graph maps relationships across plans, consultants, managers
Watchlists, hourly alerts, daily digests with "who to call, why, what to say" + agentic workflows
Coverage: 20K allocators | $15T capital movements | 4,000+ meetings across 360 public plans | ~160 opportunities/month
Head of IR / Capital Formation
Associate / RM / Analyst
COO / CIO / Head of Distribution
For Sales and IR leaders who win by being first, Osmosis captures allocator conversations, attributes every quote to the person who said it, and maps the consultant + board networks behind each decision—so your team sees the flow of capital before competitors.
"Preqin tells you who manages $10B. Osmosis tells you who's deploying $500M next quarter and what they said about your strategy yesterday."
Position: pipeline creation vs. reference library
"PitchBook tracks companies and funds; Osmosis tracks allocators and their conversations."
Highlight: voice capture + knowledge graph + workflows
"Context is useful. Winning is about timing + action."
Keep With for editorial/events; Osmosis operationalizes today's conversations
"Great—you know who to call. Osmosis tells you when and why to call."
Prioritization engine for Dakota lists → intent-driven outreach
"Benchmarking is table stakes. Osmosis alerts before the benchmark changes, so you can shape the line-up."
Pre-RFP, pre-consultant-memo signal
Taglines: "The mathematics of being first." | "Databases are libraries. Osmosis is your radar."
When someone asks "Where do we sit in this world?"
"We're not trying to be a bigger database than Preqin or PitchBook. We're the real-time allocator radar that makes those databases—and your sales team—more powerful.
We capture what was said in the meeting, map who actually matters, and turn that into 'who to call, why now, and what to say' within hours."
BlackRock/Preqin, S&P/With Intel, Nasdaq/eVestment, Morningstar/PitchBook
Consolidating the library layer
Racing to be the most accurate address book
Contacts & coverage lists
Real-time allocator voice routed into seller workflows
No one else owns this.