Osmosis Analyst
by Osmosis Technologies
Institutional allocator intelligence: qualified leads, buying signals, and meetings.
Osmosis Analyst brings live institutional allocator intelligence from the Osmosis knowledge graph into Microsoft 365 Copilot. Ask questions in plain English and get answers drawn from continuously updated data on pension funds, endowments, foundations, insurers, and other institutional investors. Instead of monitoring hundreds of board agendas, minutes, and meeting recordings by hand, you ask one question and get a sourced answer.
Built for capital-raising, investor-relations, and manager-research teams, Osmosis Analyst helps you:
- Find qualified leads: surface allocators showing fresh buying signals for a given strategy, such as private credit, private equity, real estate, or infrastructure.
- Research allocators: resolve and profile any tracked institution, with assets, board, and staff detail.
- Track meetings: see recent board and investment-committee meetings and their investment implications.
- Track opportunities: see published mandates, manager and consultant searches, RFPs, and commitments at covered allocators, each linked to its Osmosis record.
- Follow consultants and personnel: find where a consultant is active and track personnel moves across the market.
- Prep for outreach: assemble pitch-ready briefs and prepare organizations, people, and meetings for import into your CRM.
Every answer is grounded in the Osmosis knowledge graph and cites its sources with links to the underlying Osmosis pages.
Requirements and limitations: You need an active Osmosis account and Microsoft 365 Copilot access (a Microsoft 365 Copilot license or pay-as-you-go Copilot access); your Microsoft 365 administrator enables the agent for your organization. Osmosis is licensed to organizations under an annual agreement; individual subscriptions are not offered. If your firm already has an Osmosis agreement, create your account with your work email; otherwise contact support@osmosis.fm to arrange access for your team. Osmosis Analyst is read-only: it retrieves and summarizes Osmosis data but does not write to your CRM or modify any data; CRM imports are prepared as structured output for you to apply in your own CRM. Coverage focuses on institutional allocators, primarily North American public pension plans, endowments, and foundations, and results reflect the data available in the Osmosis platform and your account's entitlements. Available in English. Answers are generated by Microsoft 365 Copilot from Osmosis data and may contain errors; verify important details on the cited Osmosis pages. To report an inaccurate or inappropriate response, email support@osmosis.fm.
Get started: add Osmosis Analyst in Microsoft 365 Copilot, sign in with your Osmosis account, and ask a question such as "Find qualified private credit leads from the last month."
Create your Osmosis account (organizations with an Osmosis agreement): https://osmosis.fm/register
Getting-started guide and help: https://osmosis.fm/docs/features/osmosis-analyst-for-microsoft-365-copilot
Support: https://osmosis.fm/support or support@osmosis.fm
Learn more about Osmosis: https://osmosis.fm
App capabilities
- Can send data over the Internet
- This app can access personal information on the active message, such as phone numbers, postal addresses, or URLs. Other items in your mailbox cannot be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.