Balsam Cap · Asset manager portal

Reach allocators, and set the house view that gets quoted.

See which CIOs and strategists own the market conversation, benchmark your AI visibility, read the earnings themes across the complex, and target institutional investors with defensible regulatory intelligence.

Hottest earnings theme
alternatives_private_markets
25 analyst questions this quarter
Top voice to watch
David Kelly
J.P. Morgan Asset Mgmt
AI-visibility tracked firms
18
benchmark your visibility
Sector desk · start here

Sector intelligence

Earnings-call analyst Q&A across the alternative-asset complex — the themes the sell-side is pressing, quarter over quarter.

Institutional

Investor targeting

SEC 13F, Form D, and insider data — segment and target institutional investors with defensible, public regulatory intelligence.

Voices

Voices desk

The top voices in your industry — who to watch, and what they are recommending this week.

Your AI ROI

AI visibility

280 tracked firms — your AI share-of-voice when prospects ask, next to size.

The read

Combined market intelligence

Every signal synthesized into one market view — theme convergence, institutional positioning, and the earnings desk.

Earned media

Media power rankings

The media that move your market, your share of voice, and a real ROI on earned coverage.

Strategic comms

Messaging engine

Intake to strategic plan to compliant, in-voice content — with readiness scoring that routes the hottest opportunities up.

Explore any dataset

Every dataset is open to every persona — jump straight in, even beyond this portal.

Form 5500 · 401(k)My BookInvestors · 13FPublic PensionsSector · Earnings Q&AThe ReadAI VisibilityVoicesEarningsMedia RankingsMessaging