FINANCE

Automate finance tasks. Get time back

Powerful tools. Improved accuracy

Leverage powerful and automated finance workflows for capital calls, distributions, tax statements, performance reporting, and secondary sales, to reduce your team’s busy work and eliminate manual errors.

Exceed expectations with all stakeholders

Deliver investors with accurate, well-formatted, branded reports & statements on time. Provide management with full visibility across teams and departments, ensuring accountability and alignment.

Improve collaboration. Streamline approvals

Manage fund operation tasks in one place. Collaborate across teams, streamline workflows and improve visibility. Run your internal approval and sign-off processes more efficiently.

All your fund operations. One platform

Onboard investors, complete AML/KYC, raise capital, issue distributions, and everything in-between.

Smarter funds management