Platform capabilities

Everything your firm and your investors need, in one place

From investment decisions and portfolio oversight to capital calls, collections, and the limited partner portal — built for partners, principals, IR teams, and investors.

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Partners & principals

Leadership and investment oversight

Firm-wide visibility on deals, portfolio performance, limited partners, and reporting — so senior leaders focus on decisions, not spreadsheets.

  • Firm overview

    Available

    Assets under management, active funds, pipeline, returns, and priorities on one screen.

  • Investment opportunities

    Available

    Track deals from first look through closing with stage, sector, and lead partner.

  • Inbound deal queue

    Available

    Review founder and proprietary submissions before they enter the pipeline.

  • Deal insights

    Available

    Summaries of inbound volume, conversion, and pipeline health.

  • Portfolio overview

    Available

    See how capital is deployed by fund, sector, and company.

  • Funds & portfolio companies

    Available

    Registry of funds under management and underlying holdings.

  • Company profiles

    Available

    Operating metrics, valuations, founder background, and risk signals.

  • Portfolio watchlist

    Available

    Alerts when companies or metrics need partner attention.

  • Fund performance

    Available

    Net asset value, distribution waterfall, and fund-level accounts.

  • Limited partner directory

    Available

    Who invested, commitment size, and relationship history.

  • Capital calls (oversight)

    Available

    Monitor calls issued, amounts due, and collection progress.

  • Distributions (oversight)

    Available

    Follow distribution notices from draft through investor delivery.

  • Investor reporting

    Available

    Quarterly and event-driven reports with approval before release.

  • Report templates

    Available

    Standard formats for recurring investor communications.

  • Performance data hub

    Available

    Consolidated metrics across funds for analysis and export.

  • Relationship network

    Available

    Contacts, leads, and meetings linked to deals and funds.

  • Investment assistant

    Available

    Natural-language answers grounded in your fund data and documents.

  • Market intelligence

    Preview

    External market and sector context for strategic discussions.

  • Scenario analysis

    Preview

    Model outcomes across funds and assumptions.

  • Peer benchmarking

    Preview

    Compare fund metrics to peer sets.

Limited partners

Investor portal

A secure experience for LPs and their advisors: commitments, cash flows, formal notices, and documents on demand.

  • Investment overview

    Available

    Commitment, capital called, distributions, estimated value, and fund context.

  • Outstanding capital calls

    Available

    Clear view of what is due and when.

  • Calls & distributions

    Available

    History of capital events with downloadable formal notices.

  • Account statements

    Available

    Period capital account statements published by the GP; PDF download.

  • Document library

    Available

    Quarterly reports, legal documents, tax forms, and notices in one place.

  • Contact your GP

    Available

    Reach the fund team with context on your profile and funds.

  • Account settings

    Available

    Manage portal access for the signed-in investor user.

  • English & French

    Available

    Investor portal available in both languages.

Investor relations

Servicing limited partners

Run capital calls, track collections, publish statements, and keep investors informed with confidence.

  • Onboard investors

    Available

    Register LPs and commitments; bulk import from spreadsheets.

  • Investor profile

    Available

    Commitments, capital activity, capital account, and communications.

  • Capital account statements

    Available

    Generate period statements by fund with PDF for GP and LP.

  • Issue capital calls

    Available

    Draft a call, notify LPs, and open a payment schedule per investor.

  • Payment tracking

    Available

    Record wires and confirm each LP has funded; roll up call status.

  • Payment reminders

    Available

    Email reminders with a record of what was sent.

  • Link fund bank account

    Available

    Import incoming wires and match to investor payments (multi-region banking partners).

  • Collections summary

    Available

    Match rate, unmatched deposits, and recent account activity.

  • Distribution workflow

    Available

    Prepare notice, internal review, then send to LPs with PDF.

  • Notice preview

    Available

    Review capital call and distribution notices before or after send.

  • Investor document vault

    Available

    Organize documents shared with limited partners.

  • Portal engagement

    Available

    See logins, notice opens, and document downloads by LP.

  • Email engagement

    Available

    Know when investors open IR emails.

Deal sourcing

Building the pipeline

Capture inbound founders, manage relationships, and move opportunities from first meeting to investment committee.

  • New opportunity

    Available

    Log a deal the firm is evaluating.

  • Pipeline management

    Available

    Move deals across stages and assign lead partner.

  • Founder applications

    Available

    Structured apply flow with pitch materials into your queue.

  • Founder messaging

    Available

    Async communication with applicants.

  • Contacts & interactions

    Available

    CRM for people, meetings, calls, and notes.

  • Inbound interest

    Available

    Leads from website and campaigns.

  • Lead reporting

    Available

    Summaries for partnership follow-up.

Investor communications

Reporting and compliance

Create, review, and release investor-facing reports with clear approval steps.

  • Report library

    Available

    All investor reports in one place.

  • Create report

    Available

    Guided setup by fund and report type.

  • Approval queue

    Available

    Partner review before reports reach LPs.

  • Publish to investors

    Available

    Released reports drive notices and portal documents where configured.

Your firm

Firm administration

Roles, access, and settings that scale as your team and fund complex grow.

  • Team access

    Available

    Invite colleagues by role — partner, principal, associate, analyst, and more.

  • Roles & permissions

    Available

    Control who can view or change deals, portfolio, investors, and reporting.

  • Notifications

    Available

    In-app alerts for workflow events.

  • Organization settings

    Available

    Firm name, profiles, and notification preferences.

  • Sign-in & invitations

    Available

    Secure login and email invites for new team members.

By role

Who uses what

Limited partners see their investments; partners and principals steer the firm; IR and operations teams run capital events day to day.

CapabilityLimited partnerPrincipalPartner
See own commitment and returns
Download notices and statements
Firm dashboard and pipeline
Approve reports and distributions
Run capital calls and collections
CRM and inbound deals
Investment assistant

Associates and analysts use the same platform with role-appropriate access to deals, CRM, and reporting.

See how it fits your firm

Walk through the modules that matter most for your partners, principals, and limited partners.

Contact us