We are ushering in a new wave of technology for alternative investment firms.
Our software provides fund managers with a single tech platform to manage their business across deal & relationship management, fundraising, onboarding, reporting and portfolio management.
How we streamline portfolio management
As a Fund Manager, our software provides you with workflows to seamlessly track the performance and
metrics on your portfolio companies & investments.
Deal teams and portfolio teams can now easily collect data, track and analyze the performance of their investments and gain actionable insights in real time. Furthermore, investor relations and finance can easily report on portfolio data to investors that request it.
- Centralize Portfolio Company Tracking: track individual investment/ company/ asset-level data across your funds, direct deals and co-investments
- Financial, KPI and ESG Metrics: easily analyze financial data, KPIs, ESG and other key metrics on your portfolio companies
- Asset-level Valuations: Perform periodic valuations of portfolio assets and automatic calculations of returns
- One-click Reporting: Share portfolio company data with your investors via our integrated Investor Portal at the click of a button
Engage your investors by providing an overview of your underlying portfolio companies and provide them with the ability to drill-down via the reporting dashboard on the secure Investor Portal.
By using our portfolio management tools, Fund Managers can optimize their portfolio of investments through data and analytics, and easily report to investors on their portfolios.
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.