One platform, uniquely tailored to your fund, team and users.
ACROSS THE LIFECYCLE
Fund launch
Investor infrastructure in place from day one. Never retrofit mid-raise.
Capital raising
a branded DDQ environment; see which allocators are engaging and follow up accordingly.
Due diligence
AI powered Q&A, controlled access, instant revoke, full traceability.
Ongoing IR
NAVs, performance, letters and filings, on time and in your brand, by share class or entity.
BY MANAGER TYPE
Hedge & credit funds
Multi-class, multi-strategy reporting and LP comms, for funds that never stop communicating.
Multi-class capital structures and continuous LP reporting.
Fund of funds & multi-managers
Consolidated visibility across managers, mandates and cohorts from one account.
Visibility across managers, mandates and cohorts.
Private equity & venture capital
Manage fundraising, due diligence, investor reporting and secure document sharing across the full fund lifecycle.
Capital calls, distributions and reporting across the full fund life.
Real estate & infrastructure
Asset-level reporting and document control for complex, long-hold structures.
Asset-level document control for long-hold structures.
Wealth managers & advisors
A private, branded client portal that reflects the trust your clients place in you.
A private, branded client portal that signals trust.
Intranets & extranets
Secure internal and partner portals, integrated with your Microsoft or Google infrastructure.
Secure internal and partner portals on your Microsoft or Google stack.
