Convert complex investment documents into manageable workflows

You’ve cleared the fundraising hurdle, but now you must go beyond that initial interaction with your investors and build a meaningful relationship built on transparency and trust. Unite your investor relations and finance teams behind a secure and controls-rich investor management solution that provides a shared view of partnership information to keep your LPs informed.

Build operational excellence with a single system that extends from investor onboarding through the final sale

Unify the LP experience

Replace disjointed investor experiences with a single portal for all your investors and investments that provides real-time access to critical information.

Eliminate inefficiencies

Reduce time spent on manual administrative tasks with streamlined, automated workflows.

Scale your firm

Confidently grow your business with robust systems that can flex to meet the needs of most complex structures.

Protect your data

Provide secure access to investors, your team, and external stakeholders with two-factor authentication, bank-grade encryption standards, and SOC-2 certification.

What powers our investor management solution?

Designed to scale to meet the needs of your firm, our purpose-built investor portal, investor CRM, and reporting tools come together to deliver a complete view of all partnership information in a single, unified platform.

Facilitate the flow of information & offer easy access to data and documents

Get a shared view of key partnership details, including important documents, investment reports, and investor profile information.

• Enable secure, bidirectional communication with your LPs and other service providers
• Deliver a best-in-class investor experience with a polished and interactive environment
• Ensure the right information flows to the right people with enterprise-class controls

Build a unified view of key relationships

Our investor CRM is purpose-built for private investments and fully integrates with all investment data, data rooms, and investor portals.

• Streamline communications with investor target lists and automated communications
• Simplify team collaboration and deploy internal resources effectively
• Gain a single view of investor relations

Produce industry-standard reports for any type of fund, any size investor

Delivers personalized reporting that meets industry standards and exceeds your investors’ expectations.

• Replace cumbersome workflows with easy, personalized document generation
• Reduce the need for costly follow-up
• Eliminate manual errors with an automated, interconnected system