Your workflow, your tools, without a forked codebase

LP teams want tools that feel like their own. Allocator Desk is configured to your process rather than rebuilt for it.

Layers of configuration

• Entity fields and taxonomy
• Pipeline stages and gates
• Diligence playbooks and SLAs
• Permissions and coverage models
• Reporting and memo templates
• Automations and cadence rules

How engagements run

1. Workflow mapping session
2. Configuration blueprint
3. Pilot with your live book
4. Rollout and ongoing tuning

Scoped build review

If a requirement does not fit configuration, we scope it as a bounded build and generalize it into the core product so you keep upgrades. Learn more about the team or review our security controls.