Differentiator
Empowering your financial journey
Revolutionizing Fund Management with Cutting-Edge Features
Leveraging the unparalleled expertise of finance CXOs from the fund industry, our tool introduces groundbreaking features designed to streamline and enhance the finance functions for fund managers. Key highlights include:
01
Seamless Document Management
Upload documents at every step to maintain comprehensive electronic books of accounts.
02
Tailored Investor Solutions
Address specific investor requirements with customizable documents, notice templates, and fee/carry structures.
03
Configurable Workflows
Implement maker-checker controls and designate separate signatories for investor notices, tailored to client needs.
04
Integrated Smart Data Room
Utilize the investor portal as a data room for potential investors or during investment transactions.
05
Capital Account Integration
Link capital accounts to each drawdown/distribution notice for streamlined investor communication.
06
Enhanced Data Control
Master data structure ensures robust control over critical fund and investor information.
07
Automated Operations
Simplify investor and investment operations with automated double accounting entries.
08
Deal Cost Management
Track deal costs against approved budgets and segregate live and abort costs.
09
Real-Time Notifications
Receive in-app and email notifications to stay updated on all activities.
Discover these and many other innovative features in our comprehensive product demo
