Raise capital, manage investors, run deals, and deliver every lender obligation from one system. Start with reporting and compliance alone, or run the full stack.
Reporting and compliance, done.
Sponsors without outside investor capital — internal financial reporting and everything lenders require.
The full fund manager stack.
Managers raising and servicing outside capital — everything in Basic plus the raise, the LP portal, and deal management.
The full suite, white-labeled.
Institutions and lenders — every module, the lender portfolio seat, custom AI, dedicated support.
Modules can be licensed individually or combined — a sponsor with no outside investor capital runs lender reporting and compliance alone. Pricing shown is per workspace, billed monthly; annual and multi-entity terms available.
Offerings, subscriptions, and the investor-facing raise surface — private placements run end to end.
LP portal, capital accounts, quarterly statements, distributions, and K-1 delivery.
Deal pages, data rooms, offering memoranda, and document generation from templates.
A portfolio cockpit for owned assets — NOI, occupancy, valuations and DSCR per asset, underwriting-vs-actual, and diversification/exposure across the book.
Every reporting obligation on a clock — packages prepared automatically and released through review.
Covenant definitions evaluated from operating data; breaches escalate before anything is released.
For lenders: require borrowers to report through the platform and monitor the whole book from one surveillance view.