products
Choose the stack that fits your strategy
Start small, scale fast, and only pay for what you use.
Core workspace
Multi-vehicle fund hub (funds, SPVs, co-invests)
Roles, permissions, and full audit history
Secure document vault & standard integrations
Manager overview with live KPIs
Add capabilities
Formation & Launch — fast entity setup
Reporting & Fund Accounting — NAVs, notices, reports
Portfolio Intelligence — valuations, KPIs, notes
Investor Portal (LP) — branded docs & calls
Treasury & Payments — runs, recs, cash view
Compliance & KYC — KYC/AML, registers
Investor Services — concierge LP onboarding
Core workspace
One login for deals, documents, and notices
Bank details and payment rails managed securely
Portfolio view across all vehicles
Manager overview with live KPIs
Add capabilities
Launch Access — guided subscriptions
Investor Portal — docs, statements, updates
Portfolio Insights — performance & activity
Reports & Exports — statements & downloads
Treasury — cash, FX, distributions
Compliance — KYC refresh & attestations
Concierge Services — priority support and onboarding
support services
Services you can layer on
SPV & Nominee
Formation, governance, and registers.
Full-Service AIFM
Hosting, risk, and regulatory filings.
Fund Accounting
GL, NAV, waterfalls, reconciliations.
GP Financing –
Subscription lines and call facilities.
Fund Audit
Coordination and audit-ready packs.
Cash Management
Multi-bank view and payment files