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Fund managers

Integrated software and administration solutions

Providing a single platform for all investor relations, investment management, and fund administration needs — so you can invest your time and resources in building enduring investment partnerships.

Fund managers 1

what we offer: Meet the expectations of your most sophisticated investors

Fund management as a business is changing. Navigate new demands with a world-class partner — uniting technology and talent to support your finance and investor relations goals.

Accelerate Fundraising

Seamlessly connect and communicate with more investors to easily raise more capital.

Enhance LP Experience

Increase investor satisfaction and loyalty by providing a modern, shared, on-demand view of the partnership.

Scale Operations

Scale investor operations effortlessly to service funds of all types and investors of all sizes.

Reduce Risk

Reduce risk and preserve data integrity with enterprise-class security, compliance, and access control.

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

Solutions overview summary

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

  • Increase in fundraising productivity

    40%+

  • Investor accounts

    300,000+

  • Raised through digital subscriptions

    $20 billion+

  • Investments managed

    24,000+

Creating value and impact for leading fund managers

Beacon dane rasmussen

When we saw the first demo, it was immediately obvious that it was light years ahead of anything else we'd seen... it worked right out of the box.

Dane Rasmussen
Managing Director and Head of Investor Relations
Beacon Capital

Office and life science investor creates a single source for all investor data, increasing team collaboration and LP satisfaction.

View case study
Beacon Capital Partners
Sway
Greystar
Ribbit Capital
Tishman Speyer
Pccp

Partnerships matter. Let us help you meet your fund administration needs.

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