Manage LP & GP relationships, investor portals, fund waterfalls, and more. All directly integrated with your portfolio monitoring data. Contact us to learn how you can consolidate your fund management and portfolio monitoring with a single platform.
Investor Onboarding & Profiles
Manage subscription docs, wire instructions, capital calls, and more.
Investor Portals & Reporting
Integrated LP portal to publish reports and manage mailing campaigns.
Fund Returns & Waterfalls
Track complex fund structures, track returns, run waterfall scenarios.