Simplifying Fund Creation & Administration
Easy fund setup and administration, with an investor experience
that lets you
focus on portfolio assets.
Onboard investors, manage capital calls and distributions, and deliver annual reporting, all on one technology-powered platform.
- Built to scale
- Fraction of traditional costs
- Seamless investor experience
Core Fund Features
Fund Formation
Turnkey, templated fund setup.
Fund Administration
Simplified & visible ongoing operations.
Investor Onboarding & Engagement
Self-serve dashboard for onboarding and updates.
Annual Reporting & Statements
Accurate, timely investor reporting.
Year-End Investor Data Compilation
Accurate & compliant investor data.
Close your funding round efficiently & accurately
Benefits for you
Turnkey setup covering formation, data rooms, onboarding, and managed legal and accounting.
A consolidated view of all investors and their activity, tracked through to close.
Transact funds securely through online pre-authorized debit transfers.
Benefits for your network
Seamless access to data rooms and onboarding, anytime, on any device.
View all investment documents and updates in one self-serve Investor Dashboard.
Support for individual, joint, and corporate investors, across all accreditation types and single or multiple deals.
Customers
