Family offices & Individuals
Managing private investments is time-consuming, manual, and error-prone. We remove the pain of document collection and data extraction, ensuring you have full transparency into your portfolio at all times.
Transform your investment data into a strategic advantage. Our analytics engine delivers strategic insights that help you make faster and smarter investment decisions.
We provide full back office administration including capital call management, subscription document management, and financial reporting.
Set role-specific permissions that give team members, CPAs, and advisors exactly the access they need. Smart notifications deliver time-sensitive updates for capital calls, distributions, and performance reports based on each stakeholder's role.
Document Portal
Instantly access all your fund documentation in one centralized location - from capital calls and distributions to financial statements and K-1s. No more digging through emails or logging into multiple portals.
Portfolio Analytics
Dive deep into your portfolio composition with detailed fund-level and position-level analytics. Understand exposure across sectors, stages, and vintage years to make more informed investment decisions.
Platform Integrations
Seamlessly sync your private market data with leading wealth management platforms including Addepar and Black Diamond. Maintain a complete view of your entire wealth portfolio without manual data entry.
