Asset managers
Run the lifecycle from one governed workspace.
Connect sourcing, approvals, lifecycle events, reporting, and governed collaboration without splitting the operating record across tools.
SourceApproveOperateReport
GPs and fund sponsors
Move funds and vehicles through governed execution.
Run repeatable processes from opportunity assessment through launch and post-close operations while keeping evidence and ownership visible.
AssessDecideLaunchManage
Private banks and wealth platforms
Distribute private-market products with controlled context.
Coordinate product selection, distribution readiness, onboarding, portal access, and client-facing reporting from governed source context.
CurateDistributeOnboardReport
Fund administrators and operating platforms
Standardize lifecycle operations with evidence attached.
Standardize repeatable work across entities, events, obligations, reporting outputs, and operating teams without losing traceability.
ConfigureOperateEvidenceDeliver
Distribution partners
Coordinate partner activity without losing control.
Access controlled workspaces, coordinate eligibility, track engagement, and keep partner activity tied to the source operating record.
AccessShareTrackConvert