Private Fund Managers

A Workspace for Private Fund Managers to aggregate data, monitor investments and generate automated reports.

Automate and aggregate your investment data

We can help to solve the problem of manual data entry. With multiple input formats, including self-service, delegated data entry, batch uploads and automated pulls from emails and factsheets. We have also integrated to Preqin and various public market data providers (e.g., MSCI and S&P), so you have everything you need in one place.

How we work with Private Fund Managers

Automate and aggregate your investment data
Access a personalised dashboard & workspace
Monitor and manage your cash flows at the investment and portfolio level
Generation of bespoke decks and reports

Solutions designed for you.

We are a technology partner, not just a piece of software. We work closely with Private Fund Managers to understand your unique quirks and challenges to build a fully bespoke solution. Our team are experts and are always on hand to help you every step of the way.
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