NEXT-GEN SOFTWARE FOR

Alternative Investments

INTEGRATED FUNCTIONALITY ACROSS

The Full Investment Lifecycle

We provide a unified, powerful and easy-to-use software platform that provides functionality across the entire investment & fund lifecycle…

…starting from deal sourcing all the way through to fundraising, onboarding, reporting and portfolio management.

Streamline

Deal & Relationship Management

Supercharge

Fundraising & Investor Relations

OPTIMIZE

Portfolio Management

l

EFFICIENT

Onboarding & Operations

Maximize

ESG / Impact

SEAMLESS

Reporting

Used by Leading Institutions in Alternatives

Some of Our Customers 

Streamline

Deal & Relationship Management

Easily manage your deal pipeline and network of relationships via:

  • A Deal CRM purpose-built for alternatives
  • Contact, company and deal management tools
  • Monitoring dealflow and key sources
  • Managing internal deal pipelines and workflows
  • Tracking all key interactions across emails, notes and calls

OPTIMIZE

Portfolio Management

Monitor the performance of your portfolio companies & investments through:

  • Centralized tracking of periodic portfolio data
  • Automated collection of financials, operational KPIs and ESG data
  • Analytics and insights at the investment/ company, portfolio, fund and firm level  
  • Integrated reporting to investors via the Investor Portal 

Maximize

ESG / Impact

Track and maximize the ESG performance and Impact of your portfolio and funds: 

  • Centralize monitoring & unlock insights across portfolio ESG and impact data, strategy, tasks and workflows
  • Automate data collection of qualitative & quantitative metrics from your portfolio companies
  • Create stunning reports & dashboards to analyze and report on your ESG / Impact achievements   
  • Align with global standards & regulations e.g. UN Sustainable Development Goals, EU SFDR etc.

    SUPERCHARGE

    Fundraising & IR

    Raise capital efficiently and delight investors via:

    • A fund marketing portal with integrated datarooms
    • Prospect, target lists and lead management tools
    • CRM designed for alternatives fundraising
    • Email marketing tools
    • Insights and analytics on investor activity

    Efficient

    Onboarding & Operations

    Create an easy and efficient onboarding experience through:

    • Custom onboarding workflows across internal teams, service providers and investors 
    • Subscription document automation and workflows
    • Regulatory accreditation and compliance checks

    SEAMLESS

    Reporting

    Provide best-in class reporting to your investors through:

    • A modern, dynamic investor portal
    • Drill-down reporting from the fund-level through to the asset-level 
    • Investment accounting for all investment types (closed and open-ended) and direct investments
    • Automated returns, waterfall and portfolio calculations
    • Workflows for capital calls, distributions, subscriptions and redemptions

    See Our Software In Action

    Book a Demo