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.
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.
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.