Deal managers
Comprehensive resources for deal managers
Providing integrated partnership enablement solutions for GPs and LPs of every size — so deal managers and syndicators can scale their businesses with speed and professionalism.

what we offer: Scale your operations. Strengthen your partnerships with LPs.
Spreadsheets and PDFs aren’t built for scale. Instead, we’re offering deal management solutions that empower sponsors to meet rising investor expectations while spending fewer resources on investment operations.
Accelerate fundraising
Seamlessly connect and communicate with more investors to easily raise more capital.
Delight investors
Impress your investors by providing a professional, on-demand view of their investments.
Scale operations
Scale and automate your investor operations effortlessly to service LPs of all types and sizes.
Reduce risk
Reduce risk and preserve data integrity with enterprise-class security, compliance, and access control.

Being able to access flexible capital from a pool of HNW investors is our competitive advantage. Knowing we have the tool to do it efficiently allows to keep scaling our deal flow and investor base without the burden of scaling headcount.
Joe Stampone
VP of Investments
Atlas Real Estate Partners
what we offer: Integrated software and administration services
CRM
A platform built specifically for investor relationships
Fundraising
A digital solution to raise more capital with less effort
Investor Portal
A shared environment for all investor engagement
Investor Reporting
Industry-standard reports for any fund size or type
Insights
Partnership data, transformed into actionable insights

Fund Accounting
Technology-enabled fund accounting for private markets
Treasury Services
Professional management of capital calls, distributions, and more
Investor Services
Streamlined investor operations and administration support
Empowering customer success, across every stage of growth






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GPs
1,800+
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Investor accounts
500,000+
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investment entities managed
32,000+
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in investor equity
$700B+