Portfolio intelligence
Monitor exposures, allocations, liquidity, and mandate-level performance in one consolidated view.
Capital infrastructure · Rebuilt
Operate investment capital with clarity at every layer.
Cyphmeta unifies portfolio monitoring, execution workflows, controls, and reporting for investors navigating public, private, and digital markets.
Policy-led controlsMulti-market visibilityReal-time operations
MONITORED$248.6M12 markets
FX
DA
RE
EQ
BTC / USD61,842+2.4%
EUR / USD1.0832+0.3%
S&P 5005,412+0.7%
GOLD2,418+0.5%
US 10Y4.12%-0.04
BTC / USD61,842+2.4%
EUR / USD1.0832+0.3%
S&P 5005,412+0.7%
GOLD2,418+0.5%
US 10Y4.12%-0.04
The operating layer
One system for the full investment lifecycle.
Designed around the decisions, approvals, documents, and controls that move capital—not around disconnected product screens.
Controls by design
Embed approval thresholds, role permissions, and audit-ready records directly into operating workflows.
Connected execution
Coordinate subscriptions, distributions, rebalances, FX, and document flows across counterparties.
Decision velocity
Surface exceptions and time-sensitive actions without losing the context behind each decision.
Portfolio signalSee the whole book.
See the whole book.
Act on what matters.
Illustrative analytics demonstrate how Cyphmeta prioritizes material movement, liquidity changes, and operational exceptions.
View investor workspaceIllustrative composite value+18.6%
Assets monitored$248.6M+8.4% YTD
Active mandates31Across 12 markets
Operational uptime99.99%Last 90 days
Risk events resolved100%Within policy SLA
Built for disciplined operators
Start a conversation