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
Fundraise
Target the Right Investors
Focus on LPs and investors who fit a specific profile to quickly close the fund and generate the best returns
Communicate Your Edge with Data
Use objective data to communicate your firm’s track record, ongoing execution of the investment thesis, and other key points of differentiation
Execute & Optimize Campaigns
Send email campaigns with a click and understand how prospective investors respond to your messaging
Deploy Capital
Grow the Pipeline
Add deals to your pipeline from a mobile device or your inbox and begin executing the evaluation process in real-time
Grow the Pipeline
Add deals to your pipeline from a mobile device or your inbox and begin executing the evaluation process in real-time
Win More Deals
Progress deals through the pipeline with speed and precision by coordinating activities across teams and prioritizing deals based on stage and defined next steps
Leverage 3rd Party Data Sets
Ensure the firm has the most holistic view available by consolidating 3rd party data providers (ie Pitchbook, CapIQ, and Datafox) into a cohesive view of the market
Win More Deals
Progress deals through the pipeline with speed and precision by coordinating activities across teams and prioritizing deals based on stage and defined next steps
Monitor the Portfolio
Quickly Grasp Performance
Know which investments are performing the best, and the deal sources that yield results and returns
Prove Firm Differentiation
Get accurate information from portfolio companies with a standardized method of collection and bring storytelling to life with data
Identify Trends
Visualize performance to clearly understand if an investment is on or off track and intervene accordingly
Drive LP Loyalty
Deliver a Modern LP Experience
Trade a static folder full of documents for an investor-specific experience that provides interactive dashboards, and videos that bolster engagement
Keep Sensitive Information Safe
Trust all LP information is secure, hosted by the most iron-clad, enterprise-grade, cloud platforms in technology today
Understand LP Engagement
Measure an investor’s engagement by the activities they take (ie number of logins, document views, and downloads from your portal)
“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