Track investment positions and manage complex investment structures on an integrated platform where data can be standardized to increase portfolio transparency and improve risk management.
PORTFOLIO CONSTRUCTION
Accurately assess risk exposure to ensure portfolio construction decisions are made soundly to achieve investment objectives throughout the lifetime of the investment programs. Learn more >>
CASH FLOW PLANNING
Streamline cash flow forecasting process and optimize front to back office operations, and visualize the J-Curve trend and impact on waterfall in a systematic approach. Learn more >>
FUNDRAISING AND INVESTOR RELATIONS
Manage fundraising and syndication process, and ongoing client communications on one integrated platform where IR team can access fund and portfolio performance data 24/7. Learn more >>
INVESTOR REPORTING
Automate industry-standard investor and investment performance reports for faster response to LP requests and better investor services. Learn more >>
INVESTMENT TRACKING
Instant access to portfolio level and granular level data through interactive dashboards and calendar picker to view and extract performance information. Learn more >>
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. Learn more >>