NEXT-GEN SOFTWARE FOR

Alternative Investments

INTEGRATED FUNCTIONALITY ACROSS

The Full Investment Lifecycle

We provide a unified, powerful and easy-to-use software platform that provides functionality across the entire investment & fund lifecycle…

…starting from deal sourcing all the way through to fundraising, onboarding, reporting and portfolio management. 

Streamline

Deal & Relationship Management

OPTIMIZE

Portfolio Management

Supercharge

Fundraising & Investor Relations

l

EFFICIENT

Onboarding & Operations

SEAMLESS

Reporting

Used by Leading Institutions in Alternatives

Some of Our Customers 

Streamline

Deal & Relationship Management

Easily manage your deal pipeline and network of relationships through:

  • A Deal CRM purpose-built for alternatives
  • Contact, company and deal management tools
  • Track dealflow and identify key sources
  • Manage internal deal pipelines and workflows
  • Log all key interactions across emails, notes and calls

OPTIMIZE

Portfolio Management

Monitor the performance of your portfolio companies & investments through:

  • Centralized tracking of periodic portfolio data
  • Automated collection of financials, operational KPIs and ESG data
  • Analytics and insights at the investment/ company, portfolio, fund and firm level  
  • Integrated reporting to investors via the Investor Portal 

SUPERCHARGE

Fundraising & IR

Raise capital efficiently and delight investors via:

  • A fund marketing portal with integrated datarooms
  • Prospect, target lists and lead management tools
  • CRM designed for alternatives fundraising
  • Email marketing tools
  • Insights and analytics on investor activity

Efficient

Onboarding & Operations

Create and easy and efficient onboarding experience through:

  • KYC / AML workflows
  • Subscription document automation and workflows
  • Regulatory accreditation and compliance checks

SEAMLESS

Reporting

Provide best-in class reporting to your investors through:

  • A modern, dynamic investor portal
  • Drill-down reporting from the fund-level through to the asset-level 
  • Investment accounting for all investment types (closed and open-ended) and direct investments
  • Automated returns, waterfall and portfolio calculations
  • Workflows for capital calls, distributions, subscriptions and redemptions

Use the latest tech to streamline your business

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