We are ushering in a new wave of technology for alternative investment firms.
Our tech combines the functionality of 5+ separate tech systems that an alternative investment firm would use, into one single, powerful and easy-to-use software platform.
As a fund manager, our software provides you with tools and workflows to help streamline
your business across:
- Deal & Relationship Management: deal pipeline tracking and workflows, CRM to track all your relationships and firm-wide collaboration tools and insights to enhance your deal sourcing engine
- Fundraising: CRM to track investor activity, set up datarooms and manage pipelines with target sheets
- Onboarding: simplify investor regulatory accreditation workflows, KYC/ AML approvals and subscription document processes
- Reporting: easily upload periodic portfolio reports and provide dynamic data on fund performance, investor capital accounts etc. to your investors
- Portfolio Management: deal teams can seamlessly track metrics on portfolio companies (financial data, KPIs, ESG data) and gain actionable insights
Our software is modular and can be purchased to suit the specific need of the client.
All this functionality is paired up with a modern, sleek and intuitive Investor Portal to “wow” your current and prospective investors.
Through the Investor Portal your investors can:
- Browse datarooms for new fundraises or co-investments
- View information related to their investments in a single place e.g. periodic portfolio reports, performance data, capital accounts, cash settlements etc.
- Invest easily through a guided onboarding journey, reg. accreditation and KYC/AML doc upload
The Investor Portal is white-labelled to your brand to properly reflect your firm and its ethos.
We are a leading provider of software solutions to the alternative investments industry. Our solutions provide integrated functionality across the full investment lifecycle i.e. deal and relationship management, fundraising & IR, onboarding & ops, reporting and portfolio management, providing firms with a central firm-wide hub for all activity. We provide software to all types of alternative investment managers across private funds (PE, VC, Credit and Real Estate), evergreen funds (hedge, open-ended funds) and direct deals/ co-investments. We are headquartered in London, U.K. and we have deployed solutions globally. For more information come check us out our website.