Get a bird's eye view of all your fund investments, or go deep into portfolio company performance for a particular fund.
Investor Close. Carried Interest. Management Fees. Improve your efficiency by automating even the most complex allocations for your fund of funds.
Automated journals for all your capital calls, fund investments and more. Organized and in one place for your fund of funds.
Produce industry-standard reports at a click or design your own, all without involving any tech experts.
Transparent Investor Relations
Share the latest capital call, or your quarterly fund performance reports with limited partners securely via a dedicated Investor Portal.
Stay focused on the right fund investments and keep your email conversations with GPs and fund documents in a single, secure place.