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Q4 Revenue Comparison

.xlsx

Q4 Revenue Comparison — All Funds

Fiscal Year 2025

Fund Q4 Revenue Q3 Revenue QoQ Change
Meridian Fund I $18.4M $17.1M +7.6%
Apex Growth Fund II $24.7M $23.9M +3.3%
Horizon Credit Partners $12.3M $12.8M -3.9%
Vantage Real Assets $9.1M $8.7M +4.6%
Summit Infrastructure $15.8M $14.2M +11.3%
Crosspoint Opportunities $7.6M $7.9M -3.8%
Pinnacle Real Estate III $21.2M $19.8M +7.1%
Atlas Global Equity $31.5M $30.2M +4.3%
Ironwood Timber Fund $5.3M $5.1M +3.9%
Northstar Venture IV $8.9M $7.4M +20.3%
Beacon Senior Debt $14.1M $14.5M -2.8%
Ridgeline Multi-Strategy $27.3M $26.0M +5.0%
Cascade Water Fund $3.8M $3.6M +5.6%
Sterling Mezzanine II $11.7M $12.1M -3.3%
Monarch Hospitality REIT $6.4M $5.9M +8.5%
Keystone Industrial LP $19.6M $18.3M +7.1%
Trident Data Centers $22.8M $20.1M +13.4%
Evergreen Core Plus $16.2M $15.7M +3.2%
Obsidian Private Equity V $34.1M $32.6M +4.6%
Solaris Renewable Energy $4.7M $4.2M +11.9%
Granite Healthcare REIT $13.5M $13.8M -2.2%
Whitecap Logistics II $10.4M $9.6M +8.3%
Copperfield Distressed $8.2M $9.1M -9.9%
Lakeshore Mixed-Use $7.1M $6.8M +4.4%
Centurion Agri Fund $2.9M $2.7M +7.4%
Paladin Secondary Fund $15.9M $15.4M +3.2%
Total $397.9M $378.8M +5.0%

Total Q4

$397.9M

Funds

26

Avg Growth

+5.0%

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Knowledge Graph

Simon connects your systems and builds a living model of your funds, assets, people, documents, and decisions.

Search

Find what you need, wherever it lives.

Assistant

Your team's smartest coworker, for every task.

Agents

Autonomous AI that executes real investment work.

Trust

AI you can deploy across the firm, without compromising compliance.

Simon

Turn enterprise data into trusted AI outcomes.

Your business context is scattered across systems and formats, and governed by complex permissions. Simon unifies context and access so AI can deliver reliable answers and real execution.

The Approach

Make your firm AI-ready with the Simon Knowledge Graph

Simon connects your systems and builds a living model of your firm: funds, assets, people, documents, decisions, and the relationships between them. AI finally understands what matters, how it connects, and who has access to what.

Put AI to work with the Simon Work AI Platform

On top of the Knowledge Graph, Simon turns institutional context into execution. Teams search, synthesize, and automate real investment workflows with permissions, approvals, and audit trails at every step.

Search

Find what you need, wherever it lives

Ask Simon in plain language and get instant, permission-aware answers across every system, document, and dataset in your firm. Surface the right person, the relevant context, or the data point buried in a model.

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Results

PDF

Q3 2026 Opportunity Fund I Report

SharePoint Sharepoint
Sheet

Fund I Performance Model - Q4 2025

Google Drive Google Drive
Word

Investment Committee Memo - Oct 2025

Microsoft 365 Microsoft 365
User

Michael Thies

Fund I
Gmail

RE: Fund I IRR Confirmation

Gmail Gmail

Assistant

Your team's smartest coworker, for every task

Ask Simon to find answers, create documents and presentations, analyze performance data, or research a market. Every response is grounded in your firm's actual data, tied back to sources, and filtered by permissions.

Create a quarterly report document for Fund I

Quarterly Report

Artifact .docx

Sources:

Database
Snowflake
Outlook
SharePoint
Google Drive
Quarterly Report Open in
Document Document
Spreadsheet Spreadsheet
Report Report
Presentation Presentation
Image Image
Chart Chart

Agents

Autonomous AI that executes real investment work

Simon agents plan and complete multi-step tasks: drafting memos, synthesizing performance data, compiling quarterly reports, routing approvals. Every action is grounded in the Knowledge Graph and governed by your firm's permissions.

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Asset Summary Writer

Draft asset summaries for investor quarterly reports

Ask about marketing content...

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Write an asset update using this information

Show me last quarters asset summary

Trust & Security

Secure by design

Simon is built for regulated environments with the controls your security and compliance teams require: real-time permissions, full audit trails, and complete data isolation.

AI you can deploy across the firm, without compromising compliance.

Permission-aware by design

Every query, response, and action respects role-based access controls. If you can't see it in the source, you can't see it in Simon.

Audit trails for answers and workflows

See what happened, who approved it, and what sources were used. Every action logged, every decision traceable.

Source attribution and traceability

Every output links back to its underlying documents, data, and decisions. Verify before you share.

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Tenant-isolated data

Complete separation between firms and environments to protect confidentiality and reduce risk.

Governed automation

Human review and approval gates are first-class. Workflows scale without losing oversight.

Put AI to work without compromising trust.

Schedule a demonstration to see Simon in action.

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