Raise capital with confidence.
Real-time dashboards, customizable reports, and deep analytics to track every aspect of your fund operations.
Multiple chart types to explore your data from different perspectives.
Track returns, distributions, and capital growth over time
Analyze investor demographics and investment patterns
Monitor deal flow from lead to close with conversion metrics
View all investor interactions and engagement history
Everything you need to analyze, report, and share insights.
Build personalized dashboards with drag-and-drop widgets. Save multiple views for different needs.
Data refreshes automatically as activities happen. No manual refresh needed.
Slice and dice your data with powerful filtering options. Save filter presets.
Set up automated reports delivered to your inbox on a schedule you choose.
Export to PDF, Excel, or CSV. Share reports with stakeholders easily.
Share dashboards and reports with team members. Control view and edit permissions.
Start with professional templates and customize to your needs.
K-1s, capital account statements, and distribution summaries
IRR, MOIC, and cash-on-cash return calculations
Deal flow analysis and conversion tracking
Engagement metrics and communication analytics
Comprehensive metrics across every aspect of your operations. Track portfolio performance, investor engagement, and fund health in real-time.
Start exploring your fund metrics with beautiful, actionable dashboards.