The institutional investment platform
One private network for due diligence, client analytics, and compliant content distribution — built for the way asset managers and asset owners actually work together.
Global Macro Fund III
$1.4B
in active diligence, this quarter
Allocators engaged
127
Avg. read time
6m 42s
Documents read
1,284
Recent activity
Time saved this month
312 hours
versus running diligence on email and shared drives.
Why Haystack
Allocation runs on trust, evidence, and process. But most of the workflow still lives across email, file shares, and one-off portals — opaque to managers, fragmented for allocators, painful for compliance.
Haystack replaces that patchwork with a single private network. Information moves with intent. Every action is on the record. Both sides of the table see the same source of truth.
Each module works on its own. They get sharper the more you run together.
01
Permissioned data rooms, watermarking, audit trails. Run end-to-end diligence in a single private workspace.
Learn more →02
Page-level engagement, intent scoring, CRM sync. Replace guesswork with evidence.
Learn more →03
Versioned tear sheets, factsheets, DDQs. Publish once, distribute compliantly.
Learn more →04
White-labeled portals, SSO, SCIM, granular entitlements per individual or firm.
Learn more →The numbers
$2.4T+
in capital represented on platform
1,400+
allocator firms
180+
asset managers
99.99%
uptime, last 12 months
For asset managers
Publish once. See who engaged. Brief your team with evidence, not anecdote. Compliant content distribution, end-to-end diligence, and signal in one secure platform.
Read the manager guide →For asset owners
Compare managers side-by-side. Maintain a permissioned trail of every document, message, and decision. Stop chasing email threads.
Read the allocator guide →What customers say
“We moved a fifteen-step diligence process onto Haystack and stopped losing days to file-version chaos. The signal we now have on allocator engagement is the part we can't imagine operating without.”
Head of Investor Relations·$14B credit manager
Get started
30-minute review with our team. No procurement required.