NEXT-GEN SOFTWARE FOR
Asset Management
INTEGRATED FUNCTIONALITY ACROSS
The Full Investment Lifecycle
We provide a unified, powerful and easy-to-use software platform that provides functionality across the entire investment & fund lifecycle…
…starting from deal sourcing all the way through to fundraising, onboarding, reporting and portfolio management.
Streamline
Deal & Relationship Management
Supercharge
Fundraising & Investor Relations
OPTIMIZE
Portfolio Management & Value Creation
EFFICIENT
Onboarding, E-Sub Docs & Operations
Maximize
ESG / Impact
SEAMLESS
Reporting & Accounting
Used by Leading Institutions in Asset Management
Some of Our Customers
Streamline
Deal & Relationship Management
Easily manage your deal pipeline and network of relationships via:
- A Deal CRM purpose-built for alternatives
- Contact, company and deal management tools
- Monitoring dealflow and key sources
- Managing internal deal pipelines and workflows
- Tracking all key interactions across emails, notes and calls
- MS Outlook / Gmail plugins to surface CRM data in the comfort of your email inbox
OPTIMIZE
Portfolio Management & Value Creation
Monitor the performance of your portfolio companies & investments through:
- Centralized tracking of periodic portfolio data
- Automated collection of financials, operational KPIs and ESG data
- Analytics and insights at the investment/ company, portfolio, fund and firm level
- Value Creation plans, playbooks and project management features
- MS Excel Plugin to easily interact with you data
Maximize
ESG / Impact
Track and maximize the ESG performance and Impact of your portfolio and funds:
- Centralize monitoring & unlock insights across portfolio ESG and impact data, strategy, tasks and workflows
- Automate data collection of qualitative & quantitative metrics from your portfolio companies
- Create stunning reports & dashboards to analyze and report on your ESG / Impact achievements
- Align with global standards & regulations e.g. UN Sustainable Development Goals, EU SFDR etc.
SUPERCHARGE
Fundraising & Investor Relations
Raise capital efficiently and delight investors via:
- A fund marketing portal with integrated datarooms
- Prospect, target lists and lead management tools
- CRM designed for alternatives fundraising
- Email marketing tools
- Insights and analytics on investor activity
- MS Outlook / Gmail plugins to surface Investor CRM data in the comfort of your email inbox
Efficient
Onboarding, E-Sub Docs & Operations
Create an easy and efficient onboarding experience through:
- Custom onboarding workflows across internal teams, service providers and investors
- E-Subscription documents via smart forms, digital signatures and automated workflows
- Regulatory accreditation and compliance checks
- Compliance monitoring and internal database
SEAMLESS
Reporting & Fund Accounting
Provide best-in class reporting through:
- A modern, dynamic investor portal
- Drill-down reporting from the fund-level through to the asset-level
- Custom Reports and MS Excel plugin for bespoke analysis
Streamline fund accounting and finance processes:
- Investment accounting engine to easily book fund accounting transactions and track capital account balances
- Automated returns, waterfall and portfolio calculations
- Workflows for capital calls, distributions, subscriptions and redemptions
- Generate quarterly reports, cap call notices etc. easily
