ASSET ALLOCATION

Easily compare actual investment exposure to planned allocation to ensure constant active portfolio management and achieve successful asset allocation objectives.
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FUND INVESTMENT TRACKING

Monitor primary & secondary partnership investment positions and track cash flow records and forecast to validate investment performance.
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DATA ANALYTICS AND INSIGHT

Leverage powerful analytics to perform investment modeling and forecast to predict various outcomes from portfolio construction.
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RISK ANALYSIS AND ALERTS

Through built-in data analytics and predefined measurements to achieve successful investment risk management in spotting potential under-investment level, fee leakage and incorrect waterfall calculation issues early on.
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DIRECT INVESTMENT MONITORING

Track direct investment positions and manage complex investment structures with total accuracy and analytical insights to empower successful value creation plan and effective portfolio management.
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INVESTMENT RELATIONSHIP MANAGEMENT

Leverage the built-in portfolio CRM function to track all communications with fund managers and portfolio company executives as well as document management to make investment relationship management easier than ever.
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