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.
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
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
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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+
Creating value and impact for leading fund managers
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.
