Nagare vs. Other Tools

The only platform that combines forward-looking projections, market data, AI data entry, and liquidity planning in one place.

Feature Comparison

What makes Nagare different from Excel, Chronograph, Addepar, and other portfolio management tools.

FeatureNagareExcelChronographAddepar
Forward-looking projectionsNativeManual formulasActuals onlyActuals only
Market-linked Monte CarloYesNoNoNo
Public + private blendedYesManualSeparate toolsSeparate tools
AI document extractionBuilt-inNoNoNo
Scenario planning30 secondsHoursNoNo
Liquidity forecasting2+ yearsManualLimitedLimited
Settlement overlays6-12 monthsNoNoNo
Conversational AIPortfolio CompanionNoNoNo
Multi-currency support20+ currenciesManualYesYes
Actuals trackingYesManualYesYes

Key Differentiator

Nagare is the only tool that combines forward-looking projections + market data + AI in one platform. Other tools force you to choose: actuals-only reporting OR manual Excel models.

*Feature comparison based on publicly available product information as of November 2025. Product capabilities evolve. We recommend verifying current features directly with each vendor.

Why Now?

Private markets finally get the tools public markets had for decades.

The Old Way (2000-2024)

  • Excel models: Break when you add funds. Take days to rebuild.
  • Reporting tools: Track actuals only. No forward-looking projections.
  • Manual data entry: Hours spent transcribing GP reports.
  • Siloed tools: Private fund tool + separate brokerage platform + Excel to stitch together.

The Nagare Way (2025+)

  • Native forecasting: Add 100 funds. Projections still work.
  • Forward-looking: See 2+ years of capital calls and distributions ahead.
  • AI extraction: Upload 5 GP reports. Data extracted in 5 minutes.
  • One platform: Private funds + public holdings + market data in one place.

See the Difference Yourself

Free for up to 10 private funds. No credit card required. Know in 30 minutes if it works for you.