Quick Access to Centralized Data

Stores all company data in a fast, secure, easily accessible database, eliminating individually-owned spreadsheets and disparate islands of data.

Professional Fund Raising Campaigns

Moves prospective LPs through the commitment process systematically, while the Fund Raising Scoreboard provides unmatched clarity on progress to date.

"Best in Class," Time-proven Fund Administration

Models the most complex fund structures and capital accounts, while providing you with instant visibility into IRRs, waterfall obligations and other metrics.

Detailed, Stylish LP Correspondence

Generates itemized call and distribution letters, and industry-standard quarterly reports, to build strong rapport with your investors.

Smart Deal Management

Captures incoming deals and related due diligence and provides a concise, graphical Deal Pipeline to monitor deal flow.

Deliberate, Waterfall-driven Portfolio Management

Delivers instant visibility into portfolio holdings, and past, current and projected valuations.

Creates a sense of urgency by demystifying the obstacles to receiving carried interest. (e.g., waterfall obligations)

Maximized Profits

Supports exit strategies to sell off assets at their peak value.

Enhanced Track Record & Reputation

Takes your firm to another level of sophistication and fund performance, while enhancing LP relationships.