Our platform customized for you
We offer a variety of features that will help increase your productivity and simplify your private investment management.

Investor management
Drive ongoing investor engagement and participation across multiple funds and vehicles.

• Reporting: Permission sharing with reporting and logins for key parties to access updates, files, and more.
• Activity & communication tracking: Organize asset owner investments, commitments, and communications in one place.
• Branded portal: White labeled to deliver information in an intuitive and visually appealing manner.

Investment management
Modernize your operations and optimize your workflows across your organization at scale.

• Portfolio Dashboard: Manage custom investment portfolios with dynamic update feeds.
• Performance measurement: Organize and analyze investment metrics across portfolios, holdings, and transactions.
• Transaction management: Maintain transaction-level detail for valuable insights.

Files and content
An efficient way to organize and categorize content

• Streamlined data collection: Data ingestion, aggregation and indexing made easy.
• Portfolio metrics: Stay informed in your inbox with scheduled summaries and alerts.
• Portfolio metrics: Share, manage, and track file access.

Metrics
Understand the drivers of your investment success.

• Custom metrics: Create and track metrics for individual investment holdings with different KPIs.
• Portfolio metrics: Monitor common metrics across investments for a holistic portfolio view.
• Milestones: Set goals and follow portfolio company progress over time

Chat
Connect and collaborate in real-time.

• Chat with other investors: Converse about shared investments, new deals, and more with known investors.
• Investors: Real time investor & LP engagement.
• Quick and easy portfolio updates: Share back and forth with portfolio company management teams.