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

Investment management
Accurate and precise control of your private investments.

• Portfolio dashboard: Monitor investment and pipeline portfolios with dynamic update feeds.
• Performance measurement: Organize and analyze investment metrics across portfolios, holdings, and transactions.
• Member management: Keep family members and key stakeholders informed with individualized accounts and access.

Files and content
Organize your investment documents and files in a centralized secure location.

• Data collection: Find what you're looking for quickly with file indexing and analysis.
• Automated email digests: Stay informed in your inbox with scheduled summaries and alerts.
• Reporting: Better measure performance and monitor information with reporting outputs.

New opportunities
Discover and track new potential investments.

• Investment profiles: Monitor prospective investments with file and information storage, and custom tagging.
• Opportunities pipeline: Organize opportunities for current and future consideration, with easy search and filtering.
• Explore & share: Expand inbound deal flow and share opportunities among co-investor networks.

Metrics
Drive success with data insights.

• 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 progress over time.