Entity Data Management Platform for Asset Management Firms

SG Analytics’ Entity Data Management Platform helps asset managers and capital markets firms simplify how they manage entity, fund, and ownership data across private and public investments. It centralizes critical reference data, streamlines compliance, and enhances transparency to enable consistent and informed decision-making across complex portfolios. With AI-driven validation, hierarchy mapping, and reconciliation intelligence, the platform keeps entity records accurate, connected, and audit-ready while supporting both regulatory reporting and investor oversight with confidence.

Entity Data Management Platform for Private Equity

Entity Data Management Platform for Asset Managers

SG Analytics’ entity data management platform centralizes and secures ownership, legal, and governance data across fund portfolios. It provides a single, trusted source of truth that reduces operational risk, minimizes manual effort, and strengthens data integrity across entities and funds.

With AI-driven validation and reconciliation, the platform ensures information remains accurate, consistent, and audit-ready, keeping asset managers fully prepared for due diligence, investor reviews, and regulatory audits.

Entity Management platform is Built For

Our data management platform centralizes entity data, streamlines compliance, and gains critical insights for enhanced decision-making across complex portfolios.

Private Equity Firms

Managing portfolio entities, SPVs, and ownership structures

Venture Capital Funds

Tracking investments and maintaining clean governance data

Investment Banks

Ensuring accurate entity hierarchies for onboarding and reporting

Hedge Funds & Other Asset Managers

Maintaining audit-ready data across funds and counterparties

Private Equity FirmsManaging portfolio entities, SPVs, and ownership structures

Venture Capital FundsTracking investments and maintaining clean governance data

Investment BanksEnsuring accurate entity hierarchies for onboarding and reporting

Hedge Funds & Other Asset ManagersMaintaining audit-ready data across funds and counterparties

Who Do We Work With

Legal & Compliance Teams
The platform is essential for tracking corporate governance, managing legal documents, and ensuring compliance with regulatory reporting requirements.
Fund Administration
For day-to-day operations of the fund, including tracking capital accounts, managing limited partner (LP) relationships, and preparing investor reports, the platform helps streamline these processes and ensure data integrity.
Portfolio Management Teams
The platform to enable access to ownership structures, organizational charts, and intricate relationships between entities for due diligence and strategic decision-making.
Finance Teams
The platform helps to conduct efficient due diligence by accessing critical legal and financial information, which is necessary for building financial models and drafting investment memos.
Risk Teams
The platform helps with a consolidated view of legal entity structures and governance, which helps proactively identify and mitigate compliance, legal, and operational risks across the portfolio.
Data Teams
The data teams leverages the platform to establish a ’golden record’ for all entity-related data, ensuring data quality, consistency, and governance across the firm for accurate reporting and analytics.

Who Do We Work With

Legal & Compliance Teams
The platform is essential for tracking corporate governance, managing legal documents, and ensuring compliance with regulatory reporting requirements.
Fund Administration
For day-to-day operations of the fund, including tracking capital accounts, managing limited partner (LP) relationships, and preparing investor reports, the platform helps streamline these processes and ensure data integrity.
Portfolio Management Teams
The platform to enable access to ownership structures, organizational charts, and intricate relationships between entities for due diligence and strategic decision-making.
Finance Teams
The platform helps to conduct efficient due diligence by accessing critical legal and financial information, which is necessary for building financial models and drafting investment memos.
Risk Teams
The platform helps with a consolidated view of legal entity structures and governance, which helps proactively identify and mitigate compliance, legal, and operational risks across the portfolio.
Data Teams
The data teams leverages the platform to establish a ’golden record’ for all entity-related data, ensuring data quality, consistency, and governance across the firm for accurate reporting and analytics.

How SGA’s Data Management Platform is Different

Comprehensive Legal Entity Reference Data

  • API-based extraction of key identifiers such as LEIs, RSSD, and CRD
  • Ability to enrich risk & regulatory information through our proprietary knowledge base and data sources.

Detailed Hierarchy & Corporate Actions Data

  • Provides entity hierarchy insights, including beneficial ownership details.
  • Includes up-to-date corporate actions data for accurate and timely decision-making.

Automated Workflow for Data Quality Assurance

  • Built-in workflow automation for entity enrichment, maker-checker validation, and rework processes.
  • Ensures consistent data quality and reduces manual intervention.

Sophisticated ML-Powered deduplication and reconciliation

  • Ability to identify duplicates using an ML algorithm that identifies common threads between similar entities.
  • Reconciliation of duplicate entities without loss of critical information.

Seamless API Integration with Third-Party Data Providers

  • Easily integrates with external data sources to enhance data accuracy and completeness.

Built-In Referential Integrity for Regulatory Compliance Related Data

  • Domain-specific data validation and built-in referential integrity.
  • Automatic pre-filling of attributes to maintain data consistency.
  • FR 2052A Reporting and Anacredit-related attributes.
TruNtity

Entity Data Management Platform

SGA’s entity data management platform empowers private equity firms to efficiently manage complex entity data. It centralizes critical information, streamlines compliance, and enhances reporting for seamless operations and informed decision-making across diverse investments.

Key Features

Access to a broad range of authentic sources from registries to private market data.

Competent domain expertise to identify, research, and fill in intricate gaps in the entity management process.

AI-led accelerators to fasten the process of extracting data, verifying it, and reviewing it.

Complex deduplication and reconciliation capabilities.

FAQs – Data Management Platform

What problems does the Data Management Platform solve for banks?

The platform solves the critical challenge of maintaining accurate and consistent legal entity data across a bank’s vast, and often fragmented, systems. Banks struggle with data silos, manual reconciliation, and the constant need to meet evolving regulatory requirements such as FR 2052A and AnaCredit. Our platform provides a unified, automated approach that ensures data integrity, regulatory compliance, and operational efficiency.

How does the platform help improve data quality?

Our platform ensures data quality through a multi-layered approach:
AI-powered validation: Automatically extracts and validates key information from various data sources, including unstructured documents.
Automated workflows: Enforces strict data quality checks and validation rules, flagging and preventing errors before they propagate.
Referential integrity: Maintains accurate relationships between entities, accounts, and hierarchies, creating a ‘golden record’.
Comprehensive version history: Tracks all changes with a full audit trail, ensuring every data point is transparent and accountable.
Domain expert-led inputs: Highly experienced domain experts help with enriching the data that can’t be automatically enriched, which differentiates our platform from a pure, rules-led platform.

What makes this platform different from traditional entity resolution solutions?

Unlike traditional solutions that primarily focus on matching algorithms, our platform is a comprehensive entity management system that offers:
AI-led intelligence: GenAI capabilities to intelligently extract and enrich entity data from legal and corporate documents and other authentic sources from the web.
Regulatory-specific data models: Pre-built attributes and validations for major banking regulations, accelerating compliance efforts.
Smart dashboards: Real-time visibility into the health of your entity data and compliance status.
Unified ecosystem: A central source of truth for all entity data, breaking down silos and providing a consistent view across departments.

How does the platform help with regulatory compliance?

The platform helps banks meet and exceed regulatory requirements by embedding compliance into the data lifecycle. It includes pre-built attributes and validations for key regulations and maintains comprehensive version histories with supporting documentation, creating an undeniable audit trail. The automated workflows and alerts ensure that all entity data is continuously monitored for compliance and is always audit-ready.

How does the platform leverage AI & ML?

AI and ML are foundational to our platform’s capabilities:
Intelligent data extraction: GenAI-powered document intelligence automates the extraction of entity information from unstructured documents.
Data standardization: ML algorithms standardize and normalize entity data from multiple sources.
Advanced matching: Our matching engine continuously learns and improves its accuracy in identifying and deduplicating entities across the enterprise.
Anomaly detection: AI models monitor for and flag unusual changes or patterns in entity data, preventing potential fraud or errors.

What kind of benefits can banks expect?

Early adopters have reported significant benefits, including:
A reduction in the time and cost associated with manual data entry and reconciliation.
Faster and more accurate regulatory reporting cycles.
A decrease in data quality issues and operational risks.
An improvement in the speed and accuracy of client onboarding and KYC processes.
Enhanced ability to respond to internal and external audits with confidence.