Simplify investor management

Cover all your investment management needs with just one platform. Share tax documents, set up waterfalls, and perform distributions — all with a few clicks.

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$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

Distributions made simple

Create a waterfall structure for your fund or syndication in minutes. Preferred return with IRR hurdles? Check. Different hurdles based on asset managing vs disposition events? Check. Debt fund where you need to calculate interest rates? Check.

Easy professional fund tracking

We're the only investment management software that combines ease of use and powerful backend calculations. Whether returns deduct from pref or not, or your structure includes GP catch-ups, our powerful backend can handle every scenario.

Never miss a K-1

Easily share K-1s with LPs using our smart share feature, saving time during tax season and ensuring you never miss a K-1.

In-portal investor updates

Keep LPs informed with transaction summary reports that are shareable via URL, featuring charts and graphs powered by custom KPIs. LPs can view performance breakdowns and generate reports directly within the portal too — saving GPs countless hours.