Built for the Firm Lifecycle
A cohesive technology platform addresses the evolution of your funds and helps you accelerate the virtuous flywheels that drive firm growth, from fundraising to communicating performance and everything in between
A Tech platform for the entire Firm
LP Engagement
• Investor Relations (Nurturing, Announcements, Meetings)
• LP Communication Preferences
• Self-Service Data Visualization
• Document Distribution
(K1s, Tax, Capital Calls)
• Document & Workflow Management
Fund Performance & Analysis
• General Reporting (Cash Flows & Account Values)
• Financial Reports & Analysis
• Link to Accounting
Communicating
to Potential Investors
- Prospecting Workflows
- Marketing Automation
- Campaign Analysis &
Engagement - LP Due Diligence Support
Pipeline Management
- Target Identification
- Due Diligence Support
- Data Room &
Document Management
Portfolio Performance & Analysis
• Portfolio Metrics (Financial & Operational)
• Portfolio Firmographics
• Benchmarking & Forecasting
A Tech platform for the entire Firm
Communicating to Potential Investors
• Prospecting Workflows
• Marketing Automation
• Campaign Analysis &
Engagement
• LP Due Diligence Support
Portfolio Performance & Analysis
• Portfolio Metrics (Financial & Operational)
• Portfolio Firmographics
• Benchmarking & Forecasting
Pipeline Management
• Target Identification
• Due Diligence Support
• Data Room &
Document Management
Fund Performance & Analysis
• General Reporting (Cash Flows & Account Values)
• Financial Reports & Analysis
• Link to Accounting
LP Engagement
• Investor Relations (Nurturing, Announcements, Meetings)
• LP Communication Preferences
• Self-Service Data Visualization
• Document Distribution
(K1s, Tax, Capital Calls)
• Document & Workflow Management
A Tech platform for the entire Firm
Communicating to Potential Investors
• Prospecting Workflows
• Marketing Automation
• Campaign Analysis &
Engagement
• LP Due Diligence Support
Pipeline Management
• Target Identification
• Due Diligence Support
• Data Room &
Document Management
Portfolio Performance & Analysis
• Portfolio Metrics (Financial & Operational)
• Portfolio Firmographics
• Benchmarking & Forecasting
Fund Performance & Analysis
• General Reporting (Cash Flows & Account Values)
• Financial Reports & Analysis
• Link to Accounting
LP Engagement
• Investor Relations (Nurturing, Announcements, Meetings)
• LP Communication Preferences
• Self-Service Data Visualization
• Document Distribution
(K1s, Tax, Capital Calls)
• Document & Workflow Management
Built for you
Fundraise
Accelerate fundraising by prioritizing your most engaged LPs, and target new LPs who fit the ideal profile
Deploy Capital
Manage your deal flow with a new level of insight, allowing you to prioritize deals based on source, or similarity to the firm’s top-performing investments
Monitor the Portfolio
Streamline portfolio company reporting and the data collection process to spend more time understanding value creation and portfolio health
LP Loyalty
Provide the high touch investor experience that LPs demand, while streamlining reporting and communication processes to ensure your IR team drives high impact outcomes
“What we’re seeing is the realization on the part of many GPs that the type of technological changes that we’re seeing in many industries are only going to accelerate and in many cases, the old saying that every business is a tech business is coming true.”
Hugh MacArthur
Global Head of PE, Bain & Co.
What Our Clients Say
230+ firms and thousands of users
Want to see the layers work together?
We have a team of experts, with decades of private equity experience, who are here to work with you to support system adoption and change management while meeting your firm’s unique business needs.
