Octum Intelligence Glossary
AI-Native Investment Intelligence
Complete terms and definitions for institutional investors — covering AI-powered research, performance measurement, portfolio management, and private market fund structures. 59 terms across 4 categories.
Part I AI & Platform Intelligence
- Agentic Capital Research AI Intelligence
- AI Entity Analysis AI Intelligence
- Conversational Due Diligence AI Intelligence
- Deal Signal Market Intelligence
- Financial Entity Graph AI Intelligence
- Fund Manager Profiling AI AI Intelligence
- Investment Q&A AI AI Intelligence
- Investor Signal Monitoring AI Intelligence
- People Intelligence Platform AI Intelligence
- Relationship Intelligence Investing AI Intelligence
Part II Performance Measurement & Risk Metrics
Part III Institutional Portfolio Management
- Absolute Return Investing Investment Strategy
- Core Fixed Income Asset Class
- Global Equity Asset Class
- Hedge Funds Asset Class
- Innovation Portfolio Asset Class
- Investment Consultant Service Provider
- LDI — Liability Driven Investing Investment Strategy
- Liquid Alternatives Asset Class
- Manager Selection Process Investment Process
- Portable Alpha Investment Strategy
- Real Assets Asset Class
- Reported Asset Allocation Portfolio Management
- Risk Mitigation Strategies Investment Strategy
- Secondaries Asset Class
- Target Asset Allocation Portfolio Management
Part IV Fund Structure & Private Markets
- Central Bank Reserves Institutional Investor
- Endowment Institutional Investor
- Exit Strategy Private Equity
- Extension Period Fund Structure
- Family Office Institutional Investor
- Feeder Fund Fund Structure
- Foundation Institutional Investor
- General Partner (GP) Fund Structure
- GP Staking Private Equity
- Insurance Company Institutional Investor
- Limited Partner (LP) Fund Structure
- Side Letter Fund Governance
- Soft Cap Fund Structure
- Sovereign Wealth Fund (SWF) Institutional Investor
- Tag-Along Rights Deal Terms
- Take-Private Transaction Private Equity
- Target Fund Size Fund Structure
- Tender Offer Fund Liquidity
- Term Sheet Deal Terms
- Total Value to Paid-In (TVPI) Fund Performance
- Value-Add Investment Strategy
- Venture Capital (VC) Asset Class
- Venture Debt Asset Class
- Vintage Year Fund Performance
- Virtual Data Room (VDR) Deal Infrastructure
Ask Ora About Any Term
Don't just read definitions — ask Ora to explain any concept in context, compare strategies, or analyze how these terms apply to your portfolio.