The strategic edge for your fund

From construction to forecasting and modeling, guide your fund’s strategy with data-driven precision.

Modeling and planning, purpose-built for funds

• **Build: **Use live market data to construct strategies, model scenarios, and optimize returns.
• **Anticipate: **Get instant, dynamic reads on reserves, performance, and investment-level details.
• **Communicate: **Build trust and credibility with LPs through interactive charts and reports.

Insights, meet strategy Build smart fund strategies on powerful modeling techniques and real-world datasets.

• **Data-driven portfolio construction: **Create your construction strategy using real-world benchmarks, specific to industry or region. Plan reserves, model waterfalls, and share it all with your LPs through visually captivating dashboards.
• **Forecasting and planning: **Compare actual performance vs. plan, optimize reserves and liquidity, and model future rounds — all using your fund’s real-time data to intelligently reduce risk.
• **Reporting and portfolio management: **With 70+ unique metrics to filter on, build interactive visualizations to identify trends, analyze fund performance, and create custom LP reports.

Features

• Automated Financial Projections: Generate accurate financial projections based on historical data and market trends, helping fund managers make informed decisions.
• Scenario Analysis Tools: Allow users to model different scenarios, such as changes in market conditions or investment strategies, to understand their potential impact on fund performance.
• Customizable Forecasting Models: Provide a variety of forecasting models that can be customized to meet the specific needs and goals of different funds.
• Real-Time Data Integration: Integrate real-time financial and market data to ensure that forecasts are always up-to-date and reflect the latest conditions.
• Comprehensive Reporting: Offer detailed and customizable reports that provide insights into fund performance, projections, and potential risks, helping stakeholders stay informed and make strategic decisions.