Take control of research data and relationships

Centralise documents, data and activity related to potential and current investments

solution overview

Features for investors

CRM

A modern, easy to use relationship management solution built from the ground up for investment firms.

Document Management

A powerful, scalable and customisable repository for all research and investment documentation.

Analytics

Analyse performance, risk and correlation statistics. Use powerful and flexible views to compare funds and benchmarks.

Due Dligence

Automate the process of requesting and indexing due diligence questionnaires. Powerful reporting helps to monitor and spot trends.

Data Integration

Seamlessly integrate proprietary performance information with data from third party data vendors.

Reporting

The solution includes a set of powerful reports that are ready to use straight away or easily tailored to meet your needs.

Providing innovative solutions to managers and investors since 2012

Over 200 clients worldwide including:

Over 125 hedge funds (of which over 40 have assets under management of 1bn+ USD)
Private assets firms across the spectrum of private equity, private credit and real estate
Placement agents, consultants and service providers
Traditional funds
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Find out more

Schedule a demo to see first hand how our solutions can help optimise your workflow and improve client experience