Engage contacts and prospects easily with custom workflows and campaigns for fundraising, deal flow or due diligence, while auto-syncing with your email and calendar
Online onboarding, data rooms, streamlined investment flows and eSignature allow investors to invest quickly and easily 24x7
Your single source of truth for Investor records, documents, LP communications, compliance and reporting
Meet the needs of your investors with a feature-rich LP portal giving them 24x7 access to their documents, investments and performance data
Deeply integrated with Plaid, we allow investors to link their bank accounts seamlessly, enabling you to pull capital for Capital Calls and push distributions to their connected bank account
Combining the world’s leading CRM Platform (Salesforce) with our private capital know-how. Three modules - one platform, and one source of truth for your firm