Private Markets Intelligence Platform

Your portfolio deserves better than a spreadsheet.

Portfolio intelligence and decision-support for self-directed investors managing complexity across private credit, PE, VC, direct property and listed equities.

Founding membership  ·  20 places  ·  By introduction only
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Portfolio Intelligence Dashboard
Multi-entity visibility across personal, SMSF and trust structures in one view
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IC Deal Analysis + Deal Room
Upload an IM. Get institutional-style analysis grounded in your portfolio
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Capital Call Planner
90-day forward view of committed capital across all funds and entities
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Private Markets Intelligence
Curated signal on your watchlist — high signal, no noise
171,000
Australian HNW investors now active in private markets — almost all managing it with spreadsheets
$2M–$15M
Investable assets — sophisticated enough to access institutional deals, without institutional infrastructure
Zero
Existing tools built for a portfolio spanning private credit, PE, VC, direct property and SMSF simultaneously
The problem

The complexity has outgrown the tools.

A quarterly report arrives on Tuesday night. You read it carefully. Form a view. File it. What you can't easily answer is what your total exposure in that strategy actually is right now — across all your entities, across all your managers.

Capital calls arrive at inconvenient times. New deals need evaluation against a portfolio you can't see clearly. The tools that exist are either retail apps that are completely inadequate or institutional software that costs $50,000 a year.

"A capital raise landed from a fund I trusted. I was ready to commit. Then I stopped — and realised I couldn't answer a simple question. How much do I already have in this space — across everything?"

Sean Herman  ·  CA, self-directed investor & founder
The platform

An investment committee in your pocket.

Portfolio intelligence, private markets analysis, and structured decision-support — built for the way self-directed HNW investors actually work.

Portfolio Intelligence Dashboard
Multi-entity visibility across personal, SMSF and trust structures. Asset allocation versus your self-selected guardrails, liquidity, capital call schedule, income and portfolio health — one view, every month.
IC Deal Analysis + Deal Room
Upload an IM and get a structured IC analysis — bull/base/bear scenarios, portfolio impact, red flags and due diligence questions grounded in your actual holdings. Then continue the analysis in a persistent AI chat thread scoped to that deal.
Capital Call Planner
90-day forward view of committed but uncalled capital across all funds and entities. Confirmed calls, estimated calls, and liquidity coverage — so you're never caught short at the wrong moment.
Private Markets Intelligence Feed
Curated signal on your watchlist — private credit, PE/VC, AI infrastructure, commercial property. High-signal analysis focused on what matters to your specific portfolio, not generic market commentary.
A robo-adviser Personal financial advice A product recommendation engine A financial planning replacement A stock tipping service
Why this exists
"I'm a CA who has spent twenty years working with affluent clients on debt structuring, portfolio finance and investment decisions. This year, as my deal flow accelerated and private markets exposure grew, I hit the moment every serious self-directed investor eventually reaches: the complexity outgrew the system."

Sean Herman — Chartered Accountant and self-directed investor. Founder of Quartile. Based in Melbourne. Built Quartile to solve a problem he was experiencing himself — and is now offering 20 founding members the chance to build it properly together.

20 yrs
Working with HNW clients on debt structuring and portfolio finance
CA
Chartered Accountant with deep understanding of entity structures, SMSF and tax
Self-directed
Manages his own portfolio across private credit, venture, property, listed equities and SMSF

Investment intelligence, not financial advice.

Quartile provides portfolio visibility, analytical frameworks and decision-support infrastructure. You remain in control of every decision. The platform is designed to complement your existing accountant and adviser relationships — not replace them.

You should invest → Portfolio impact considerations
Approved / Rejected → Questions to explore
Recommended allocation → Self-selected guardrail ranges
Suitable for you → Concentration risk observation
Go / No-go → Decision journal prompt
Founding Member Programme

20 places. By introduction only.

Founding members receive 50% off retail pricing — permanently — in exchange for joining early and providing honest feedback as the platform is built.

Founding rate
50% off retail — forever
Track
$2M – $4M portfolio
$149 /mo founding
$297/mo retail

Portfolio visibility and organisation. Multi-entity dashboard, asset allocation tracking, capital call tracker, guardrail monitoring and weekly intelligence feed.

Analyse
$3M – $8M portfolio
$297 /mo founding
$597/mo retail

Full platform including IC Deal Analysis, Deal Room AI chat, portfolio impact modelling, bull/base/bear scenarios and quarterly review workflow.

Optimise
$5M – $15M+ portfolio
$497 /mo founding
$997/mo retail

Advanced portfolio intelligence including concentration heatmaps, vintage year analysis, advanced stress testing and liquidity runway forecasting.

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Direct access to Sean
Not a support team. Monthly call with the founder throughout the build. Your questions and feedback shape the platform directly.
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Shape what gets built
Feature priorities, analytical frameworks, workflows. Founding members have direct input on the product roadmap during Phase 1.
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Locked pricing — permanently
Your founding rate is locked for life. As retail pricing increases over time, the value of your discount compounds.
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One ask in return
A 6-month commitment and honest feedback. Six months to demonstrate the value. After that, you stay because it's worth it.
20
founding places
Apply for founding membership

Register your interest today.

By introduction and application only. Wholesale investors with $2M+ in investable assets. Sean will be in touch within 48 hours to arrange a conversation.

1
Register interest below
2
Sean arranges a conversation
3
Confirm membership & rate locked
How to apply
Click the button below — it opens a pre-addressed email in your mail app with everything ready to fill in. Takes about two minutes. Sean reviews every application personally and will be in touch within 48 hours.
Your email will open pre-filled with
Tosean@quartile.au
SubjectQuartile — Founding Member Interest
Body Hi Sean,

I'd like to express interest in Quartile founding membership.

Name: [your name]
Portfolio size: [approximate range — e.g. $4M–$8M]
Private markets exposure: [brief description — e.g. private credit, PE/VC, direct property, SMSF]
Tier interest: [Track $149/mo  ·  Analyse $297/mo  ·  Optimise $497/mo  ·  Not sure yet]
How I heard about Quartile: [introduction from / other]

[Anything else you'd like Sean to know — optional]
Open email to apply  →
Prefer to copy the address?  sean@quartile.au

All applications are reviewed by Sean personally. No payment is required to express interest. Wholesale investors with $2M+ in investable assets.