Bringing Private Markets into the 21st Century
Fund Formation. Lifecycle Management. Investor Servicing.
Fund Formation. Lifecycle Management. Investor Servicing.
A digital SAAS platform for the creation, lifecycle management and investor servicing of wealth-accessible and institutional private market funds.
Scalable technology designed with years of experience working with private market GPs, administrators and wealth distributors.
The platform intuitively guides you through extensive options, features and term choices for your fund, creating a product and strategy tailored exactly to your and your investors’ needs.
Entire regulatory submission & review is managed centrally through the platform. All parties’ revisions & comments are clearly tracked and version controlled.
Define tailored user profiles with role-based access control. Allow your distributors, agents, lawyers, tax advisors etc. access to specific parts of the platform to review / comment / amend.
Full (editable) documents package generated based on choice of fund type, legal form, regulatory label, structure, agents and additional features.
Online client onboarding and AML/KYC with automated (initial & ongoing) risk classification, verification and escalation.
Real time insights into fundraising progress. Data rooms. Client communication.
Transparent and clear investment insights and portfolio performance.
From online reporting, fee calculations, corporate actions, soft lock ups, gatings etc.
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Digital subscriptions & redemptions with full online approval lifecycle.
We service the core B2B private markets / wealth distribution ecosystem.
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