Synchronize

• Proprietary process for rapid onboarding in minutes, not months
• Comprehensive coverage across any web portal or inbox
• Secure mapping & authentication with zero-knowledge architecture
• Immediate synchronization and data capture

Monitor

• Continuous feed captures capital calls, distributions, account statements, tax documents and all other communications
• Centralized system of record for all alts documents, with smart filtering, sorting and download capabilities
• 24/7 monitoring of all positions, with built in functionality for multi-stakeholder, permissioned collaboration

Extract

• Back-to-inception historical data processing, providing portfolio completeness
• Best-in-class extraction accuracy, including granular reporting and accounting data points across all alternative asset classes and currencies

Generate

• Client-ready outputs in customizable formats and daily performance digests
• AI-generated investor letter summaries and predictive communications
• Automated reconciliation and reporting tools, analytics and look-through insights

Integrate

• Ecosystem integrations for portfolio management, RMS systems, document management, and CRM systems
• API-first architecture with REST APIs for all platform functions, real-time webhook support, enterprise-grade security, and white-label capabilities
• Integration health monitoring with live connection status dashboard, automated alerts & diagnostics, and full audit trail with proactive reconciliation