Ownership and control
Changes to people with significant control and share allotments.
Use casePrivate markets
Portfolio and pipeline intelligence from the registers of record.
Follow portfolio companies, targets and counterparties: ownership and control, charges, distress, deals, leadership and sanctions, each linked to the filing or notice behind it.
ForPrivate equity, private credit and fund of funds teams
RefreshDaily or weekly monitor runs
DeliveryBrief, report and data feed
See it run
One week with a private markets monitor.
One weekly run for an invented software portfolio and pipeline, from sources to brief to your own tools.
What you receive
A brief like this, every week.
Each run reports only what changed, most material first. Every finding names its subject, says what happened and links to the record it came from.
Weekly brief · Monday 07:00Mid-market software portfolio and targets
4 material changes · 60 portfolio companies and targets
- DistressBrightdesk Ltd · supplier to two portfolio companies
Winding-up petition presented by a creditor.
Source: The Gazette95/100OmniaScoreHigh evidence - Ownership and controlParcel Ledger Ltd · target
Founder ceased to be a person with significant control.
Source: Companies House93/100OmniaScoreHigh evidence - Debt and securityParcel Ledger Ltd · target
New debenture registered in favour of a private credit fund.
Source: Companies House91/100OmniaScoreHigh evidence - DealsCorrin Health Software
Reported to have appointed advisers to run a sale process.
Source: Trade press, single source50/100OmniaScoreDeveloping evidence
What a monitor tracks
The changes that move the decision.
Each monitor follows a defined universe of companies, places or technologies and reports what changed since the last run, with the source for every finding.
Debt and security
New and satisfied charges against a company's assets.
Distress
Late accounts, winding-up petitions and insolvency notices.
Deals
Acquisitions, exits, merger reviews and US fundraising notices.
Leadership
Director appointments and resignations.
Sanctions and regulation
UK and EU designations and FCA permission changes.
Where the evidence comes fromOfficial registers and datasets
PublisherUsed for
Companies HouseOwnership, officers, allotments, charges and accounts
The GazetteWinding-up petitions and insolvency notices
SEC EDGARForm D fundraising notices and US company filings
Competition and Markets AuthorityMerger reviews and enforcement
Financial Conduct Authority registerAuthorisation status and permissions
UK and EU sanctions listsDesignated people and companies
Questions a monitor answersExamples from this sector
Has any portfolio company registered a new charge or missed its accounts deadline?
Did control change at any target since our last review?
Has a winding-up petition been filed against any counterparty?
Which targets changed directors this month?
Official source coverage is strongest in the UK, with US and European registers where listed. Company announcements, filings and trade press found by search are kept with their links. Every finding carries an OmniaScore: a deterministic 0 to 100 measure of how strongly the evidence supports it.
How it fits your week
From the register to your own tools.
The monitor runs on its own schedule. Your team reads the brief, checks the evidence where it matters and moves the findings into the tools it already uses.
- Monday 07:00The brief arrives
Email with a PDF attached: what changed across the portfolio and pipeline since last week.
- Monday 09:00Check the evidence
Open a finding in the workspace and follow the link to the Gazette notice it came from.
- As it happensAlert the deal partner
A winding-up petition sends a signed webhook, which your automation posts to Slack or Teams.
- Quarter endFeed portfolio monitoring
Export the findings as CSV into the monitoring pack, or ask your AI assistant over MCP.
Email and PDF
The brief lands in the inbox of everyone on the monitor, with a PDF for committee packs.
Excel, Power BI or a warehouse
Findings export through the API as CSV or JSON Lines. Every row keeps its source link, date and OmniaScore.
CRM
Company records export in Attio's import format, or as CSV for Salesforce and HubSpot.
Slack, Teams or an internal system
A signed webhook announces each material change, so your automation can route it. We register the endpoint with you.
Claude, ChatGPT and other assistants
An MCP connection lets your team's AI assistant query the workspace and cite the findings.
Your own documents
Add private documents to a monitor, and they are read alongside the public sources.
Connect an AI assistant with the MCP setup guide. Read how private documents are stored and kept apart in Security and data handling.
How a pilot works
Prove value on one market first.
Start with a contained scope, measure the results, then extend coverage and delivery into the team's own tools.
- 01Define
Agree the market, the companies to follow and the questions that matter.
- 02Map
Build the initial universe and check it against the official registers.
- 03Monitor
Run daily or weekly, with a brief whenever something material changes.
- 04Review
Measure coverage, accuracy and analyst time saved before expanding.