Trusted by institutional asset managers and allocators worldwide.
The Platform
Workspace · live
42 active allocators · 8 in advanced diligence
Engagement, last 30 days
+38%Recent activity
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Our Services
Asset Managers
Engage with asset owners and consultants through targeted audio and video content.
Focus time and resources on strategic relationships and delivering investment performance.
Collect valuable client analytics to elevate your sales and relationship management processes.
Asset Owners
Control your research and capital deployment timeline with expedited manager access.
Instantly access informative content to drive investment decisions.
Enhance your process, focusing limited resources on highly efficient due diligence.
Consultants & Industry Members
Connect efficiently and cost-effectively with investment managers, accessing detailed investment firm and strategy content on demand.
Conduct simplified due diligence, securely communicating information between asset managers and asset owners.
Gather and implement key analytics to enhance your sales and client relationships.
Engagement analytics
Page-level read-time, downloads, return visits, and intent scoring for every viewer. Route warm signals into your CRM in real time.
See analytics in action→Top documents · last 30 days
+38%Content library
Versioned tear sheets, factsheets, DDQs, and audio/video content — all gated by entitlement, with approvals and retirement schedules built in.
Explore the library→Library · Q4 2025
Testimonials
“Haystack has transformed how we share strategy content with allocators. What used to take weeks of email and follow-ups now happens in one secure place — and we finally have visibility into who is engaging with what.”
Customer Stories
Customer Story
Pacific Pension Consortium
Building a manager research stack
Customer Story
Northgate Endowment
From inbox diligence to one workspace
Customer Story
Helvetica Capital
Engagement signal as a sales motion
Customer Story
Cornerstone Foundation
Centralizing allocator reporting
The institutional standard
$2.4T+
in capital represented on platform
1,400+
allocator firms
180+
asset managers
99.99%
platform uptime, 12 months
Security
Data security and privacy is one of our core product pillars. Your data and content is stored in secure encrypted systems, and access to your content is carefully controlled by rules that you can design.
FAQ
Everything you need to know about the Haystack platform and how it can transform your investment workflow.
View All FAQs→Data security and privacy is one of our core product pillars. Your data and content is stored in secure encrypted systems, and access to your content is carefully controlled by rules that you can design.
You decide. Access to your content is granted by rules you design — at the level of individual users, firms, or audiences — and can be revoked at any time. Every access event is logged.
Haystack provides a permissioned workspace for asset managers and asset owners to exchange diligence materials securely. Information moves with intent, every step is auditable, and both sides work from one source of truth.
Yes. Asset managers can publish targeted audio and video content alongside written materials, with the same access controls and engagement analytics applied across formats.