For investors
Search Fund Manager reads the PPMs and CIMs searchers send you and keeps your pipeline and capital current. Portfolio Operations runs your funds, LPs, K-1s, and LP reports from one ledger.
Where this fits
They share the same records, so a searcher you back becomes an investment you hold without re-entering anything.
Know where every searcher stands and how much capital you have committed, without digging through email threads and spreadsheets.
Book a demoProspective and active searchers in one pipeline, with contacts and fund details.
Requested, committed, and called, rolled up across the pipeline.
PPMs, CIMs and opportunity updates route themselves and populate the searcher's profile.
Documents and a to-do list for each opportunity you are evaluating.
Real-time visibility into portfolio performance, with LP reporting and tax season handled from one authoritative record of every entity and investment.
Book a demoFunds and SPVs with the LPs, commitments, and capital calls behind them.
Ledger, performance, cap table, and board tracking per investment.
Performance at the fund level and the individual investment level.
Reports per investment, plus flexible reporting for everything else.
Request and track K-1s, then generate tax packages per investment.
Thirty minutes, your searchers and funds on screen. Pricing is shared on the call.
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