Investors can easily view funds, capital commitments, capital calls, distributions, and capital accounts in clear dashboard views.
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.
Securely share prior and current fund performance with new prospects.
Simplify the management of multiple usernames and passwords. Each user has just one login that can be assigned to multiple organizations.
Assign individual users with specific role types to ensure they can only view and download what they have access to.
Built on the Salesforce Multitenant Cloud for enterprise grade security. Confidently scale operations by leveraging Salesforce’s robust and flexible security architecture.
Create and distribute capital calls, distribution notices, capital accounts, and more.
Manage all investor/advisor contact information and roles
Track all investment vehicle commitments across multiple funds.