Capital Markets & Research AI
C

Chronograph

Chronograph sells portfolio monitoring, valuation, analytics and reporting software to private capital investors on both sides of the fund relationship. Chronograph LP gives limited partners such as pension plans, sovereign wealth funds, insurers, endowments, foundations and family offices a view across their funds and portfolio companies. Chronograph GP automates data collection, analytics, valuation and reporting for general partners.

Its AI features add semantic search over a client's data, using Anthropic's Claude through a private connection, with connectors for Claude and Perplexity. A data warehousing product delivers client data into Snowflake. Named clients include Carlyle, which captured more than seven million data points from its portfolio, TA Associates, Summit Partners and Sixth Street Growth.

Chronograph runs on AWS and offers downloadable SOC 1 and SOC 2 Type I reports and a penetration test report through its trust center. It is based in Brooklyn, New York, with offices in San Francisco and London.

Last VerifiedOctober 3, 2026
Compare Chronograph with other vendors
Founded
2016
Headquarters
New York, United States
Categories
capital-markets-ai, wealth-and-advisory
Assessment

Capability Axes

Capability grades

15 of 15 axes rated · 9 graded A or B

AI Capability
AI Centrality
BB on AI CentralityThe models are the engine of a core capability, layered on a product that would still function without them as a rules or workflow system.
Vendor Published

Collection, reconciliation and valuation are conventional software, with AI added as semantic search over the monitoring data a client already holds.

Autonomy and Oversight Model
BB on Autonomy and Oversight ModelA written commitment that the models work alongside human judgment, with real review surfaces, short of the full control structure: commonly the threshold at which the system stops or what happens after it is wrong.
Vendor Published

Teams get research, search results and reports rather than automated actions. How a user checks an AI answer against the source documents isn't described.

Model Risk Management and Transparency
CC on Model Risk Management and TransparencyTransparency is claimed in general terms with no mechanism a model validator could interrogate.
Vendor Published

The dataset is described as reconciled and trusted, yet extraction accuracy, search recall and model monitoring go unreported.

Operational and Outcome Evidence
AA on Operational and Outcome EvidenceNamed customers with hard performance figures and enough method to test them.
Vendor Published

Carlyle has captured more than seven million data points from its portfolio on the platform, and TA Associates and Summit Partners are among the other named clients.

AI Safety and Data Stewardship
AA on AI Safety and Data StewardshipThe cross client data boundary is answered specifically and falsifiably: commitments like zero training on customer data or per customer model instances.
Vendor Published

Requests reach Anthropic's Claude over a private, encrypted connection carrying only the data each one needs, and client information is never commingled or used for training.

Regulatory and Compliance
GLBA and Data Privacy Posture
BB on GLBA and Data Privacy PostureA substantive privacy document that reaches the product itself, short of the subprocessor list or the full data handling detail.
Vendor Published

Under the privacy policy last modified August 11, 2026, Chronograph acts as processor for client data across its sites, features and apps, with standard contractual clauses for transfers. Retention terms for client documents aren't given.

Security Certifications and Trust Center
AA on Security Certifications and Trust CenterCertifications named with their type and presented as retrievable artifacts, usually through a trust portal a buyer can open without asking.
Vendor Published

SOC 1 and SOC 2 Type I reports dated September 30, 2025 can be downloaded from the trust center, along with a penetration test report. Both are Type I, so they cover control design rather than operating history.

Regulatory Status and Licensure
CC on Regulatory Status and LicensureThe regulatory position is unstated. Most vendors in this index are technology suppliers and being unlicensed is the correct posture, so this grade records silence about the posture, not a missing license.
Vendor Published

As a technology provider, Chronograph cites no regulator or rule, leaving supervisory duties for valuations and investor reporting with its clients.

AI Governance and Bias Disclosure
CC on AI Governance and Bias DisclosureResponsible artificial intelligence committed to in policy language with no evaluation behind it, on a product whose bias surface is modest.
Vendor Published

Data on smaller and newer managers is the likeliest to suffer, since extraction accuracy tracks document format, and no testing by manager type is described.

AI Liability and Recourse
CC on AI Liability and RecourseMechanisms that enable challenge, such as audit trails and source traceability, with nothing standing behind the output and no route for the person affected.
Vendor Published

Extracted values feed valuations and investor reporting at pension and sovereign funds, and Chronograph publishes no service level, warranty or remedy when one is wrong.

Integration and Deployment
Model Supply Chain Disclosure
BB on Model Supply Chain DisclosureSubstantial partial disclosure, or a chain that is structurally short: an explicit in house build, on premise deployment, per customer instances, or zero retention at the model layer.
Vendor Published

Anthropic is named as the model provider and AWS as the host, and the trust center points to a subprocessor list.

Core Systems and Integration Depth
BB on Core Systems and Integration DepthNamed systems or a documented public API, with the depth or the production evidence left open.
Vendor Published

Connectors for Claude and Perplexity are named, and client data can be delivered into Snowflake. The fund accounting and investor reporting systems it integrates with are never named.

Deployment Model and Data Residency
CC on Deployment Model and Data ResidencyCloud only with nothing stated, which is the category norm.
Vendor Published

Where client data lives isn't stated beyond a single cloud provider, and no residency commitment or private option is offered.

Commercial
Commercial Transparency
CC on Commercial TransparencyNo price is published and engagement runs through a demo form, which is the norm in this index.
Vendor Published

Four products, from the LP and GP tools to AI and data warehousing, carry no published price, so it's unclear whether AI costs extra.

Institution and Segment Coverage
AA on Institution and Segment CoverageThe financial segments served are named and each carries its own maintained material, whether the coverage is broad or deliberately narrow.
Vendor Published

Both sides of private markets get their own product, limited partners from pension plans to family offices and general partners from venture to private credit.

Tracked Since Listing

Product updates

Material product, regulatory, evidence and commercial changes at Chronograph, each verified against a live source and tagged to the capability axis it bears on. Funding rounds and awards are not product changes and are not logged.

Oct 5, 2026Integration / interoperability

Chronograph released two plugins for Claude, Chronograph GP and Chronograph LP, each pairing its existing MCP connector with a curated set of skills for Claude Cowork, Chat and Code. GP skills assemble quarterly review packs, generate branded investor reports from live Chronograph data, compare actuals with budget, brief valuation changes ranked by NAV impact and attribute fund TVPI by company. LP skills forecast capital calls, distributions and NAV with the Takahashi-Alexander model, build commitment pacing plans, show look through exposure and prepare questions for manager meetings.

Bears on: Core Systems and Integration DepthSource
Our read on this update →Tracked since Oct 2026
Head to Head

Compared With

Most editorial comparisons pair two vendors the index assesses as direct competitors for the same buyer. Some pair vendors that are adjacent rather than rival, where the useful question is where one ends and the other begins. Each carries a verdict, the buyer conditions that favor each vendor, and a graded side by side.

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The index publishes no overall score or ranking. See what we assess and the methodology.

Commercial

Pricing

Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.

No pricing data has been verified for this vendor. Pricing information will be published here once confirmed through vendor disclosure or third-party estimation.

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AI FinTech Index

The AI FinTech Index is an independent index that tracks changes to AI vendors in financial services. It holds 610 vendors across banking, lending, insurance, wealth, capital markets and financial crime compliance, each graded on the same 15 capability axes from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
October 20, 2026
The AI FinTech Index is an editorial reference, not a regulatory body. Vendor data is verified against published sources and public regulatory filings. Figures labeled “Estimated” have not been confirmed by the vendor. See the Methodology page for evaluation standards and limitations.
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