Investor Portal
Real-time performance dashboards and document access for LPs
Automated Distributions
One-click ACH payments with customizable waterfall models
Capital Call Management
Issue and collect capital via ACH debit
Embedded Banking
FDIC-insured accounts for funds and assets
Fundraising Tools
Deal pages e-signatures and investor tracking
CRM & Investor Database
Manage contacts commitments and communications
Performance Reporting
Generate structured reports with visuals and metrics
Document Sharing
Securely distribute K-1s agreements and updates
AI Content Generator
Draft investor emails and reports
Investor Portal
Real-time performance dashboards and document access for LPs
Automated Distributions
One-click ACH payments with customizable waterfall models
Capital Call Management
Issue and collect capital via ACH debit
Embedded Banking
FDIC-insured accounts for funds and assets
Fundraising Tools
Deal pages e-signatures and investor tracking
CRM & Investor Database
Manage contacts commitments and communications
Performance Reporting
Generate structured reports with visuals and metrics
Document Sharing
Securely distribute K-1s agreements and updates
AI Content Generator
Draft investor emails and reports