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: Track investment metrics across portfolios, holdings, and transactions.
• Transaction management: Organize and analyze transaction-level detail for valuable insights.

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: Share opportunities among co-investor networks and expand inbound deal flow.

Chat
Connect and collaborate in real-time.

• Chat with other investors: Converse about shared investments, new deals, and more with known investors.
• Stay on top of your investments: Engage your portfolio companies, fund managers and operators.