Launch new fundraises with ease with branded datarooms for secure document sharing

Streamline subscriptions into new funds via a guided onboarding experience

Share reporting documents (cap calls, quarterly reports, tax statements etc.) and notify investors at scale

Efficiently manage investor document, data and signature requests (e.g. KYC/AML/tax refreshes, wire instruction changes, investor consents etc.)

Single source of truth for investor relationship and data management across accounts, entities, contacts, commitments, funds, notes etc.

Track fund, asset and investor-level transactions, capital accounts and allocations in a single place

View real-time performance calculations across large scale datasets (IRRs, MOICs, DPI, RVPI etc.) and complete complex operations in seconds

Robust, guided workflows to easily complete complex operations such as investor allocations / waterfalls, equalizations and investor transfers

Create and share customized investor notices in bulk and leverage our MS Excel plugin for custom analysis

Track investor level information in a single place i.e. commitments, entity information, key contacts, AML/KYC and Tax documents, beneficial owners etc.