FAMILY OFFICES AND MULTI-FAMILY OFFICES

 

MONITOR MANAGER UNIVERSE

Stay on top of every manager in your universe by tracking every update and every interaction in one place.

MANAGE INVESTMENT PIPELINE

Manage your investment pipeline across funds of all asset classes, monitor progress and stay on task with next steps on each fund.

STREAMLINE FUND REVIEW AND DUE DILIGENCE

Streamline your process for fund review and due diligence to reduce mistakes, enable review of more funds and improve returns.

CENTRALIZE PORTFOLIO MANAGEMENT

Manage your entire portfolio and all meetings, calls, updates and quantitative and qualitative analysis in one place.

MANAGE CO-INVESTMENT AND DIRECT INVESTMENTS

Stay on top of co-investment and direct investment opportunities in the same place you manage fund investing.

IMPROVE CLIENT ACQUISITION AND ON-BOARDING

Centralize your relationship management activities and pipeline of potential clients while streamlining the on-boarding process to ensure each new client receives the best possible experience.