One central workspace for VC fund operations
PIPELINE
Manage your Dealflow
Stay laser focused on the right investment opportunities that qualify your fund's investment thesis
PORTFOLIO
On-point IRRs & MOICs
Automatic IRR and MOIC calculations for your fund's portfolio. Slice & dice by sector, country and more
TRACK
Captables & KPIs
Have the latest, most accurate captable on your fingerprints, always
Track the metrics that matter. Be it quarterly financials or monthly ops metrics, collect KPIs easily
Manage all your files at one secure location, whether it's a pitch deck, a portfolio summary or an LPA
Stay informed with key updates from your portfolio companies
Captables
KPIs
Files
Updates
INVESTORS
Automate your Allocations
Generate & send beautiful, next-gen capital calls to all your investors. Connect your bank accounts and reconcile payments easily
From the american 'deal by deal' carried interest, to the European 'Fund as a whole' model, we've got it all covered
Calculate interest amounts for incoming investors. Choose whether to rebalance drawdowns for all investors, or call money from only the incoming ones
Calculate fees on Commitment, Cost of Investment or NAV. Create sideletters to charge different rates to different investors
Capital Calls
Equalizations
Carried Interest
Management Fees
CUSTOMIZE
Your reports, your way
Generate Invest Europe compliant statements to help investors assess the fund's performance
Customize and generate capital notices with ease, tailored to your specific requirements
Build beautiful, in-depth company tearsheets for your investor reports
Use Excel functions to build & design custom reports that run on autopilot
Fund Performance
Capital Notices
Portfolio Tearsheets
Custom Reports
PORTAL
Secure Investor Access
Share capital calls, quarterly reports and key documents with your investors via private datarooms
