A real-time view of all of your fundraising activity
Easily track your fund raising progress with our activity tracking, digital onboarding and powerful reporting
Digital Onboarding
Real-time Reporting
Investment Tracking
Work Queue Monitoring
Fund Reporting
Create Funds and SPV's easily
Create funds with our templated Fund Profiles. Easily control what you measure and report on
Fund Templates
Custom reporting
Real-time Dashboards
Capital Raising Funnel
Fund Admin integration
Create, Notify, Reconcile and Report on Capital Calls in real-time
Creating Capital Calls is simple, with support for template notifications, and auto-reconciliation
Auto-calculations
Notifications Engine
LP Communications
Auto-reconciliation
Fund Admin ready
Distributions management at your fingertips
Issue Distributions quickly and efficiently, with direct-to-bank connectivity or system generated bank-ready payment files
Auto-calculations
Notifications Engine
LP Communications
Auto-reconciliation
Fund Admin ready
Your funds, reportable in
Real-time
With 100+ standard reports and Dashboards and the ability to easily create your own, you've got a real-time pulse on your business
100+ Reports
Customizable
Excel/CSV exports
Real-time Dashboards
Powerful reporting engine
Secure processing of Distributions and Capital Calls with Plaid
Deep integration with Global money movement player Plaid allows you to connect LP bank accounts with your own for seamless, auto-reconciled movement of money
Plaid integrated
Cheaper Fees
Auto-reconciled
Secure
Fraud prevention
