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Cloud Solutions for the Alternative Investment Industry

Investor portal syncs with underlying enterprise-grade CRM Database eliminating double entry.

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Investor Portal

Improve investor relations by providing a professional, interactive portal experience.

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Fund Data

Investors can easily view funds, capital commitments, capital calls, distributions, and capital accounts in clear dashboard views.

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Documents

Provide investors with a centralized and secure location to access their documents 24/7 in the cloud. Easily upload and organize documents by fund, investment vehicle, document type and date.

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Fundraising

Securely share prior and current fund performance with new prospects.

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Centralized

Simplify the management of multiple usernames and passwords. Each user has just one login that can be assigned to multiple organizations.

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Access Control

Assign individual users with specific role types to ensure they can only view and download what they have access to.

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Secure

Built on the Salesforce Multitenant Cloud for enterprise-grade security. Confidently scale operations by leveraging Salesforce’s robust and flexible security architecture.

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CRM Database

Improve back-office operations by reducing manual and repetitive tasks

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distribute

Create and distribute capital calls, distribution notices, capital accounts, and more

manage

Manage all investor/advisor contact information and roles

centralize

Track all investment vehicle commitments across multiple funds

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Want to Learn More?

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Address
237 Kearny St, #9064
San Francisco, CA 94108