BEO Investments Launches SERA to Decode Private Capital Markets

MIAMI, FL – April 13, 2026 – In a move aimed at piercing the long-standing opacity of private capital markets, Miami-based private equity firm BEO Investments LLC today announced the launch of SERA Capital Intelligence. The new platform promises to deliver weekly, AI-driven intelligence that illuminates the intricate flow of capital, identifying not only who is raising funds but, more critically, who is actively deploying them.

SERA—an acronym for its core analytical function—emerges from the internal systems of BEO Investments itself, a firm with a management team credited with over 25 years of experience and $2.8 billion in closed transactions. By commercializing the very tools it uses for its own investment strategies, BEO is making a significant bet that the broader market is starved for a more integrated and actionable form of intelligence.

Bridging a Critical Information Gap

For years, participants in the private markets have navigated a fragmented data landscape. Thousands of Regulation D filings hit the SEC's EDGAR system weekly, signaling which funds are seeking capital. Separately, investment advisers file detailed Form ADV documents outlining their structure, assets, and strategies. The challenge, however, has always been in connecting the dots between these two massive, distinct datasets in a timely and meaningful way.

SERA was conceived to solve this exact problem. "We built SERA because our firm needed to see both sides of the private capital market before making investment decisions," said Jean Paul Szita, Chief Executive Officer at BEO Investments. "Who is raising, who is deploying, and how the macro environment is shaping capital flows. When we realized no product at any price point connected Form D activity to Form ADV adviser data in a single report, we brought it to market."

This platform aims to eliminate the manual, time-consuming work of cross-referencing filings that most firms lack the internal infrastructure to perform. Instead of just showing a list of entities raising money, SERA's core function is to reveal which specific advisers are behind the capital, how fundraising efforts are progressing, and where market momentum is building—intelligence that is often the difference between a successful and a failed capital strategy.

The Engine Room: AI-Powered Data Integration

At its heart, SERA is a powerful data integration and analysis engine. The platform synthesizes information from seven different government feeds: SEC EDGAR, Form ADV, the Federal Reserve Economic Data (FRED), the U.S. Treasury, CME, CBOE, and the Investment Adviser Public Disclosure (IAPD) database. This comprehensive approach allows it to build a multi-dimensional view of the market that goes far beyond single-source analysis.

SERA tracks over 14,900 qualified Form D filings, cross-referencing them against a massive database of 1.6 million SEC Form ADV fund vehicle records and more than 29,000 registered investment advisers. Upon this data foundation, the platform applies a proprietary AI capital assessment to every filing, evaluating nuanced factors like raise momentum, capital positioning, and overall capital status. This AI layer is designed to sift through the noise and extract predictive signals that are invisible in the raw data alone.

The inclusion of macroeconomic signals from sources like FRED and the U.S. Treasury adds another critical layer of context. By analyzing Federal Reserve policy, Treasury yields, and market volatility alongside capital-raising activity, SERA can provide its users with a more holistic understanding of how broader economic forces are influencing private investment decisions.

From Cold Calls to Targeted Intelligence

SERA is being introduced with two distinct product offerings tailored to different segments of the private market ecosystem. SERA Market Intelligence is designed for securities attorneys, fund administrators, and compliance professionals who require a weekly overview of market movements and trends. SERA Investor Intelligence is built for fund sponsors and general partners (GPs) who have the direct need to identify active capital allocators.

This latter use case represents a fundamental shift in the capital-raising process. The traditional approach often involves working from static lists and engaging in broad, inefficient outreach. SERA offers a dynamic alternative.

"Capital raisers usually work from a static list of names and hope someone picks up. SERA tells them which specific advisers deployed this week and into which sectors," explained Jordan Alvarado, Chief Strategy Officer at BEO. "That is the difference between cold calling and calling someone who just wrote a check."

The platform's output is designed for immediate practical use. Subscribers receive weekly reports, including a 15,000-entry RIA directory with 95% contact coverage and data on over 1,800 fund vehicles matched to their managing advisers. In a notable departure from the prevailing software-as-a-service model, SERA delivers its intelligence via downloadable files with no platform to log into or download limits. "Every report you receive is yours to keep," Szita added, emphasizing user ownership of the data.

A Tool Forged in Private Equity

The credibility of any new financial intelligence tool is paramount, and BEO Investments' own history provides a compelling backstory for SERA. As an active private equity firm specializing in institutional-quality strategies in real estate, technology, and essential sectors, BEO has a vested interest in high-quality market analysis. The firm's leadership, including CEO Jean Paul Szita, brings decades of direct investment experience, having navigated multiple market cycles.

This background is significant because SERA is not a theoretical product developed in a vacuum. It is the commercial evolution of the analytical infrastructure that BEO uses to evaluate and deploy its own capital. This suggests the platform has been battle-tested and refined to meet the exacting standards of professional investors who have capital at risk. For prospective clients, this origin story implies a tool built for practical application rather than academic interest, designed to answer the very questions that active investors ask every day.