Solutions

Built for how your team actually works.

Same product, different framing - because an endowment, an OCIO, and a fund-of-funds run very different operations.

For Endowments

Allocator Desk for Endowments

The system of record for endowment investment offices.

For Foundations

The diligence and governance record for foundation investment offices.

For Family Offices

The diligence memory layer for family offices investing across funds, directs, and co-invests.

For Pensions

The diligence and governance record for public and corporate pension plans.

For OCIOs

The multi-client diligence and coverage system for outsourced CIOs.

For Fund of Funds

The two-sided diligence and reporting system for fund-of-funds platforms.

For Investment Consultants

The manager research and advice record for investment consulting firms.