Make Informed Decisions Across Asset Classes
Comprehensive support for diverse investment strategies
Private Equity
Private Credit
Venture Capital
FO's & Angel's
Powerful Features for Every Need
Discover comprehensive tools designed to optimize your investment operations
Equity Management
Manage ownership, vesting schedules, and cap tables
Cap Table Management
Comprehensive capitalization table tracking with real-time updates, ownership percentages, and dilution modeling
Key Benefits:
Equity Plans & Vesting
Manage employee stock options, vesting schedules, and equity compensation programs efficiently
Key Benefits:
Creation & Management
Streamline special purpose vehicle creation and syndicate administration for deal-by-deal investments
Key Benefits:
Document Management
Centralized document management with validation
Document Collection
Centralized repository for all investment documents with smart categorization and version control
Key Benefits:
Document Validation
AI-powered document verification and compliance checking to ensure regulatory requirements are met
Key Benefits:
Digital Documentation
Manage portfolio company information through comprehensive digital documentation and reporting
Key Benefits:
Automated Workflows
Automate repetitive tasks and compliance processes
Investor Onboarding
Streamlined onboarding process with automated KYC/AML checks and investor accreditation verification
Key Benefits:
Deal Flow Management
Streamline evaluation process for prospective deals with automated scoring and pipeline tracking
Key Benefits:
Regulatory & Banking
Handle legal, regulatory compliance, and banking features to focus on making deals
Key Benefits:
Advanced Analytics
Data-driven insights for better decision making
Portfolio Analytics
Comprehensive performance metrics including TVPI, DPI, IRR, and MOIC across your entire portfolio
Key Benefits:
Round Modeling & Returns
Sophisticated modeling tools for scenario testing, return analysis, and investment strategy optimization
Key Benefits:
Fund Performance Tracking
Track fund performance with detailed metrics, cohort analysis, and vintage year comparisons
Key Benefits:
Portfolio Monitoring
Real-time portfolio health and risk tracking
Real-time Monitoring
Monitor portfolio company performance with RAG status indicators and early warning systems
Key Benefits:
KPI Tracking
Track key performance indicators across portfolio companies with customizable dashboards
Key Benefits:
Risk Assessment
Comprehensive risk analysis covering burn rate, market, execution, competition, and runway risks
Key Benefits:
LP Communication
Streamlined LP reporting and transparency
Investor Reporting
Automated quarterly and annual reports for limited partners with customizable templates
Key Benefits:
Communication Portal
Secure portal for LP communications, updates, and document sharing with access controls
Key Benefits:
Transparency Dashboard
Enhance transparency with real-time portfolio insights and performance updates for stakeholders
Key Benefits:
Data Integration
Connect your entire investment ecosystem
Fund Accounting Integration
Seamlessly integrate private equity fund accounting across the entire investment lifecycle
Key Benefits:
Banking & Payment Systems
Connect banking platforms for automated capital calls, distributions, and payment processing
Key Benefits:
Third-party Integrations
Connect with external data sources, CRM systems, and financial platforms for unified data management
Key Benefits:
Complete Investment Lifecycle Coverage
Deal Flow
Source & evaluate opportunities
Due Diligence
Comprehensive analysis
Investment
Creation & onboarding
Monitoring
Portfolio tracking & reporting
Exit
Distribution & returns
Ready to Modernize Your Investment Operations?
Join leading investment firms who are streamlining their portfolio management, automating workflows, and making data-driven decisions with our comprehensive platform.
Why Choose Our Platform?
Centralized Operations
All your investment operations in one place - from deal flow to distributions
Investor intelligence
Insights into revenue intelligence, and operational execution
Data-Driven Insights
Advanced analytics and scenario modeling for optimized decision-making
Real-Time Monitoring
Track portfolio performance with live updates and early warning systems
Enhanced Transparency
Keep LPs informed with automated reporting and secure communication portals
Workflow Automation
Free up time for deal-making by automating routine operational tasks
Choose Your Plan
Select the plan that best fits your firm's needs and scale as you grow.
Starter
Perfect for emerging funds
- Up to 5 portfolio companies
- 5 team members
- Basic reporting & analytics
- Email support
Professional
For growing investment firms
- Up to 20 portfolio companies
- 20 team members
- Advanced analytics & reporting
- API access & integrations
- Priority support
Enterprise
For established institutions
- Custom portfolio companies
- Custom team members
- Custom integrations
- Dedicated account manager
- 24/7 phone & email support
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Track portfolio performance, capital deployment, and operating metrics in one system of record.
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