Integration Tools | Private Equity and Real Estate
Platform Data Model
Provide LPs with the transparency they deserve, while telling your story through branded fund correspondence and quarterlies, and seamlessly post them to your Investor Portal.
Platform Overview Video
Track your investor entities, fund comitments, and other sensitive information like banking details and compliance certifications.
Model fund structures, manage capital accounts, and record transactions like capital calls and distributions. Generate ILPA letters and quarterly reports, then post them to the Investor Portal.
Investment and Monitoring
Record incoming opportunities, collect due diligence, and issue term sheets to the most promising deals. Post investment, the Monitoring Portal lets your portfolio companies and properties securely upload their monthly financials into our platform.