Help Center

Create your SPV or fund, add your documents, and invite your first investors.

Invite investors, collect their KYC/AML information, and see where each one stands.

Investors sign their subscription documents electronically, you countersign, and you close.

Send capital calls to your LPs and see who has funded.

Send distributions to your LPs, with each LP’s share and carry calculated for you.

K-1s are prepared for each vehicle and delivered to your LPs through the investor portal.