Everything you need for Investor Relations, Fund Management and a happy team
Digital Onboarding for Investors
Enable investors to digitally onboard with our fully online investor flows
Unlimited Data Rooms
Fund Offerings, SPV's, Feeder Funds all easily supported in our data room builder
Feature Rich Investor Portal
Give your investors everything they need to invest, view documents and manage their relationship with you
Investor Activity Tracking
Concentrate your efforts on those who are demonstrating true interest in your fund with real-time investor tracking
Capital Calls, Distributions and more
Create, Distribute and Notify your investors easily with a full suite of integrated communications tools
Secure Money Movement
Connect accounts securely for Capital Calls and Distributions management with Plaid integration
Mobile enabled
Being out of office does not mean being out of touch with our Table and Mobile apps
A modular solution to Power your firm
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
