Dashboards to keep a real-time pulse on your Firm
Understand everything that's happening in every department, from Business Development to IR, from Compliance to Finance. All connected and visible in real-time.
Real-time Dashboards
Business Development reporting
Instant visibility
Fundraising Charts
Department KPI's
Mobile Enabled
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
What gets measured, gets managed
Share KPI performance across the firm with custom reporting and dashboards
Real-time updates
Custom KPI's
Department Dashboards
Workqueues
Mobile enabled
Contextual
Calls, Emails, Meetings and Tasks instantly visible
Review workloads and activity across your entire team, by department or at an individual level
Email Sync
Calendar Sync
Outlook
Gmail
Activity outcomes
Assess work rate
Portfolio collaboration and data sharing
Easily request and share data and documents with your portfolio while keeping in-sync on performance
Portco Portal
Document sharing
Self-Reporting
Deal Management
Due Diligence
Performance analysis
Maintain regulatory compliance passively
We embed compliance in our software, ensuring regulatory standards are met
KYC
OFAC
Compliance Dashboards
