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Flexible fund managers

Design bespoke or mixed-strategy funds

Adapt to any structure with flexible reporting, side letter management, and full white-label branding.

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Flexible fund managers dashboard
Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

Structure funds your way

Design flexible vehicles with multiple share classes, side letters, and unique terms. Manage capital calls and redemptions seamlessly, no matter how complex your strategy.

Structure funds your way

Built-in fund admin to save you time

Manage more than just cap tables and distributions with built-in fund admin software that supports waterfalls, redemptions, NAV statements, compliance filings, ownership transfers, and more.

Built-in fund admin to save you time

Ensure compliance

Fully supported AML, KYC, and accreditation workflows with SEC compliant questionnaires, Blue Sky filing, CRS, and FATCA notifications.

Ensure compliance

Build the rest of your workflow

Trusted and recognized

Best estimated return on investment in Summer 2024Best meets requirements in Summer 2024Best results in total in Summer 2024Best usability in Summer 2024Users most likely to recommend in Summer 2024Fastest implementation and go-live time in Summer 2024Easiest admin in Summer 2024Easiest to set up in Summer 2024Easiest to use in Summer 2024Highest user adoption in Summer 2024Leader in Summer 2024Best support and quality of support in Summer 2024
System and Organization Controls (SOC) for Service Organizations
G2
Five star ratings
G2- out of 5
Capterra
Five star ratings
Capterra- out of 5
Backed by Y Combinator
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Flexible pricing
Plans for new and established GPs.
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