NEXT-GEN SOFTWARE FOR
Alternative Investments
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
EFFICIENT
Onboarding & Operations
Maximize
ESG / Impact
SEAMLESS
Reporting
Used by Leading Institutions in Alternatives
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
OPTIMIZE
Portfolio Management
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
- Integrated reporting to investors via the Investor Portal
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 & IR
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
Efficient
Onboarding & Operations
Create an easy and efficient onboarding experience through:
- Custom onboarding workflows across internal teams, service providers and investors
- Subscription document automation and workflows
- Regulatory accreditation and compliance checks
SEAMLESS
Reporting
Provide best-in class reporting to your investors through:
- A modern, dynamic investor portal
- Drill-down reporting from the fund-level through to the asset-level
- Investment accounting for all investment types (closed and open-ended) and direct investments
- Automated returns, waterfall and portfolio calculations
- Workflows for capital calls, distributions, subscriptions and redemptions
