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Features

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EQUALIZATIONS

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Handle multiple investor closes and calculate interest payable.

ALLOCATIONS

allocations

Enter excused investors and allocate on commitment and other variables.

WATERFALL

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Out of the Box support for Deal by Deal & Fund as a Whole carry.

CUSTOM REPORTS

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Custom reporting is a DIY affair without the need to hire database specialists.

WORKFLOWS

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Integrated workflow and 4 eyes check for all transactions, notices and reports.

MANAGEMENT FEES

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Calculate fees on Commitment, Cost of Investment or NAV.

CAPITAL NOTICES

Capital-Notices

Generate capital notices for all your investors within instants

INVESTOR NOTIFICATIONS

investor-notifications

Email notices and reports to your investors and sync data with their spreadsheets.

VISUALIZATIONS

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Drag and drop variables on interactive charts to prepare beautiful visualizations

LOAN ACCOUNTS

loan-accounts

Receive and invest money using multiple financial instruments.

SINGLE SIGN ON

single-sign-on

Out of the box support for Active Directory, LDAP & Google Apps.

COMMITMENT TRANSFERS

transfer

Transfer commitments to both new and existing investors

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