What to expect
Built for every team in your fund
95% less administration
more value creation
Entry
Same day cap table and MIP implementation
holding
Perfect view of your portfolio structure. Complete cap table tracking, automated waterfall calcs and employee equity
Exit
No reconciliation needed, faster funds flow
23% faster execution and search
through all documents
Entry
Same day cap table and MIP implementation
holding
Smart document library – auditable down toeach individual event and transaction
Exit
Always "DD complete" and exit ready
9.1x faster audit processes
through whole structure
Entry
One source of truth with all documentation starting at day one
holding
Every transaction captured driving instant NAV calculations. Always reporting and audit ready. Simply invite auditors to the platform
Exit
No last minute data searches, build funds flows in hours not weeks
93% less time spent through automation
and compliance tasks
Entry
Customisable KYC with live overview
holding
Ensure full compliance with strict regulations e.g. FATCA/CRS, GDPR, etc
Exit
High security payment details validation without call backs
23 working days per year saved
with fewer errors along the way
Entry
Digitally native onboarding
holding
Complete transparency on holding and communications
Exit
Easy exit/roll-over and tax reporting
Unblock your operations
Supercharge your workflows
Entry
Better and faster call notices
holding
Much faster reporting, transparency and portfolio forecasting
Exit
Faster upstreams