Enterprise empowerment
Portfolio Intelligence for the Entire Team
From the investment team to investor relations to operations and compliance, Lightkeeper gives every function a shared foundation of trusted data and the tools to turn that data into decisions.
The benefits Lightkeeper delivers are immediate and powerful — providing investment managers and their teams with data-rich insights to identify trends, validate hypotheses, and drive critical investment processes.
Speed and precision ensure Lightkeeper quickly becomes integral to your investment process, enriching analytical capabilities and enhancing operational efficiency.
The platform is continually evolving to ensure we meet your needs today and anticipate where you want to be tomorrow.
STRATEGIC ALIGNMENT
Who We Serve
If your business runs on investment data, Lightkeeper was built for you.
Lightkeeper is purpose-built for investment managers across strategies, asset classes, and firm sizes, from emerging managers building their infrastructure to established firms managing tens of billions across complex, multi-strategy portfolios.
A FIRMWIDE SOLUTION
A Thoughtful Investment
Lightkeeper unlocks the potential in your investment process, with high quality data, comprehensive analytics, and powerful tools. Everyone across your firm benefits from the same data, with the flexibility to optimize it for specific use cases.
The right fit
A Diversified
Offering
Lightkeeper serves the investment management industry, from hedge funds to private equity to long only and esoteric strategies.
Whatever you invest in, however you trade, our platform can handle your portfolio data with ease.
Why Now
A Dynamic Solution in a
Volatile World
“Lightkeeper is a modern data warehouse that focuses on producing customized reporting in user friendly formats. Lightkeeper enables you to Aggregate information from Admin, shadow books, Prime brokers & OMS and delivers customized reports to all relevant departments. Lightkeeper continues to adapt and provide accurate and timely reporting to my Investment, Risk, Operations and compliance teams.”
“If adding Ops Alpha is a priority for your business, having Lightkeeper is an invaluable tool that pays dividends to any workflow”
“The Lightkeeper team are true friends of the firm. It is more than a client relationship; we feel they are our partners in this.”
“Lumina has changed how I start every morning. I log in, ask what happened in the portfolio yesterday, and immediately get a clear summary of performance, notable moves, and anything that needs attention. What used to require navigating multiple views and piecing together context now happens in seconds, before the day has even started.”
“Although I was the primary champion for Lightkeeper, our director of operations was instrumental and uses it actively, our portfolio manager uses it, our marketers use it and our traders use it. Lightkeeper allows us to automate as much as we can and it’s also a fantastic way to show off our technology capabilities. We’re really happy we went down this road.”
“We are extremely grateful for our long-term partnership with Lightkeeper, a day-one partner to our firm. Over the past almost decade, the Lightkeeper team has enabled us to make data informed decisions and create operational efficiencies across our firm. They have evolved with us as our business has grown and our needs have changed, providing an elite product and top-notch client service. The Lightkeeper mentality is one of delivering great product and solutions. We are thankful for their partnership and absolutely love working with their team, who operates with a mentality that they are an extension of our own team.”
“Our reporting process is now all automated with a click of a mouse and in the exact format we need, it’s a huge time-saver on our end.”
“We had a perfect use case for Beacon. We run a core fund alongside a high-velocity hedge fund (+100% YTD) driven by a more intuitive investing style. Using a natural language prompt, I requested a detailed analysis on sizing, timing, and leverage to help translate that approach for our broader team. The resulting 20-page analysis was highly valuable. Seeing a 27-page analyst performance report generated from a single prompt demonstrated the power of the platform.”
“They’ve truly been a valued partner. Lightkeeper has been a game changer for us. It’s dramatically improved how we handle data analytics, create our monthly client materials, and respond to custom data requests from both clients and prospects. It’s also taken our risk management to the next level—more detailed, more efficient, and far more insightful. But what really sets Lightkeeper apart is the team. They’re sharp, proactive, and always quick to respond. Whether we’ve needed help with a complex data request or just had a question, they’ve consistently delivered above and beyond. Overall, Lightkeeper has become a vital part of how we operate—and we couldn’t be happier with the partnership!”
“I have been a user of Lightkeeper for ~15 years across three different firms. Lightkeeper is by far one of the best tools for analyzing and visualizing performance, exposure, and risk metrics. The platform is extremely intuitive and user-friendly. Lightkeeper continues to re-invest in the product to further expand its capabilities and has a tremendous team that works with its clients to customize reporting to fit the unique needs of its clients.”
“We’ve worked with Lightkeeper for several years and they have consistently delivered outstanding service. Their platform is reliable, intuitive, and has helped us streamline many aspects of our data and reporting processes. Just as importantly, the team is always responsive, thoughtful, and proactive in understanding our evolving needs.”
Why 99% of Our Clients Stay
The platform is only part of the story.
Lightkeeper’s Client Solutions team works alongside firms as true partners, not just answering support tickets, but anticipating needs and helping firms get more from the platform over time. They bring deep domain expertise across investment management to every client engagement.
And when a new firm joins Lightkeeper, they don’t just get software. They get the accumulated knowledge of 160+ firms, a community whose collective feedback, use cases, and real-world challenges have shaped every capability the platform offers today.