RavenPack's Bigdata.com Powers YOGI - XA Investments' AI Research Tool for the Interval Fund Market

XA Investments built YOGI - named for co-founder John "Yogi" Spence, whose nickname is itself a nod to Yogi Berra - a proprietary GenAI research tool designed to transform how business development and product strategists analyze competitor funds and design new evergreen products for the private wealth marketplace. XA Investments partnered with RavenPack, using its Bigdata.com platform as a single, production-ready intelligence layer that gave YOGI comprehensive interval fund market coverage, without introducing licensing risk, added overhead, or years of engineering work.

The challenge: keeping pace with a fast-growing, data-intensive market

The interval and tender offer fund marketplace has grown at a 25% compounded annual growth rate over the past three years. With over 315 funds in the market and another 50 currently in the SEC registration process (as of April 30, 2026), financial analysts face a mounting challenge staying current. XA Investments' seven-person research team was already spending more than 1,000 staff hours annually on market analysis. To scale their research capabilities without scaling headcount, YOGI needed financial intelligence that was: - Comprehensive across the full interval and tender offer fund universe - Current, with continuous coverage of new fund registrations and market developments - AI-ready and structured for reliable GenAI retrieval and synthesis - Fast to deploy, so XA Investments' consulting clients could benefit immediately

The solution: a single intelligence layer for interval fund research

Bigdata.com became the data foundation powering YOGI's market intelligence, giving clients on-demand access to three key capabilities:

• Private Market Product Trend Discovery: AI-powered summaries of current market trends in the interval and tender offer fund marketplace.
• Competitor Fund Intelligence: Learn more about existing funds in the marketplace and compare peer funds by fund terms and features to help position a new fund in the market.
• Product Structuring and Launch Ideas: Gain insights from product launch success stories and improve understanding of key drivers of an interval fund’s success with respect to performance and asset gathering.

All XA Investments clients will receive access to YOGI on a three-month trial basis at launch, with plans to expand coverage to additional evergreen product structures including retail 3(c)(7) funds and operating companies.

“Our new GenAI tool is a direct response to the needs of our fast-growing interval fundconsulting and research client base,” stated Kimberly Flynn, the president of XA Investments. “We are focused on being intentional about how technology and human expertise come together in ways that enable us to deliver the evergreen alternatives market analysis and insights that our clients have come to expect from XA Investments. YOGI creates a speed and knowledge advantage for interval fund market leaders and new fund sponsors entering thevibrant interval fund marketplace,” Flynn added.

Together, XA Investments and RavenPack built a GenAI research tool that combines deep domain expertise with trusted financial intelligence, delivering the speed and knowledge advantage that interval fund market leaders need to stay ahead.