Prospective LP Identification and Qualification

Imports Investor details from leading sources, while complying with local securities regulations.

Professional Fundraising Campaigns

Moves prospective LPs through the commitment process systematically, while tracking all conversations, issued PPMs, and next steps.

Fully Integrated Contact Management

Integrates with Microsoft Exchange and Outlook seamlessly, enabling fast and easy sharing of contacts, reminders, and emails.

Time-saving Form Letters

Produces frequently-used form letters (e.g., annual meetings, responses), enabling you to focus on more important tasks.

Subscription Agreement Contacts

Assigns LP employees and third-party contacts to your fund's mailing lists (e.g., Calls, Distributions, Financials).

Answers to LP Fund & Portfolio Questions

Provides fast and easy access to on-screen Capital Accounts enabling you to respond quickly to LP inquiries and build a strong rapport with your investors.

Real-time, Web-based Reporting

Ensures 24/7 access to ongoing fund correspondence (e.g., closing documents, call & distribution letters, quarterly reports, tax forms).