Centralize your alternative investments and better measure investment performance.
Elevate your private investment operations with a modern secure solution.
Impress asset owners with streamlined private investment management and reporting.
Access to a dedicated analyst team supporting your investments.
Connect Claude to your Universe and manage your portfolio in one conversation.
Solutions
Centralize your alternative investments and better measure investment performance.
Elevate your private investment operations with a modern secure solution.
Impress asset owners with streamlined private investment management and reporting.
Access to a dedicated analyst team supporting your investments.
Connect Claude to your Universe and manage your portfolio in one conversation.
Company
Charlottesville | NYC | Mexico City | Montevideo
Impress asset owners
Modern investment operations and reporting to better engage your investor stakeholders
The most engaging investor management platform
Our platform customized for you
We offer a variety of features that will help increase your productivity and simplify your private investment management.
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.
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.
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.
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 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.