Packaging
Core + optional strategic add-ons
Pricing
Pricing that scales with operational complexity.
Start with core operations, then add LP portal depth, private debt, and enhanced service coverage as your platform footprint grows.
Delivery
Pilot-first implementation model
Governance
Evidence-led acceptance gates
Commercial
Aligned to fund operating scale
Starter
For emerging teams replacing spreadsheet-heavy workflows.
- Fund accounting core
- Capital calls and distributions
- Fees and equalization
- Standard compliance workflows
Professional
For multi-fund operations requiring broad workflow orchestration.
- Everything in Starter
- LP portal institutional scope
- Regulatory and reporting depth
- Advanced workflow governance
Enterprise
For sophisticated teams with extended control and service requirements.
- Everything in Professional
- Multi-entity operating model
- Enhanced support and governance
- Custom rollout planning
Add-ons
Strategic add-ons
01
LP Portal Plus
Enhanced investor experience layers and workflow instrumentation. Institutional UX benchmarked against market leaders.
02
Private Debt Suite
Debt instrument lifecycle, interest engine with day count conventions, covenant monitoring, and credit event tracking.
03
E-Signature
Provider-agnostic signature workflows with evidence chain, envelope tracking, and legal compliance artifacts.
04
Pilot Readiness
Structured proof review and GO/NO-GO governance support. Custom acceptance gates aligned to your due-diligence framework.