finance team
Automated
financial
management

Trusted by 600+
customers worldwide






All your financial operations,
automated
Centralize your financial management
Easily manage cap-tables, performance metrics, and investor reports. Integrate with property management and accounting for centralized, reliable data.

Automate all distributions and payments
Simplify financial operations with automated distributions and payments, including customizable waterfall structures, reducing risks of calculation errors.

Personalize your investor reporting
Leverage the custom statement builder and auto-generate investor reports, including distribution notices and NAV statements.

Promote data transparency
Provide investors with easy access to documents, reports, and communication tools through the Investor Portal, ensuring financial integrity.

Tailor to your financial structures
Enjoy support for all entity structures, including Parallel Funds, TIC Structures, and JVs for full flexibility.






Who we serve
Real people, real results
Leading the market in customer satisfaction
See all reviews