Alternatives to Syndicately

Allvue Systems stands out as a prominent supplier of investment management tools tailored for fund managers, investors, and administrators operating within the alternative investments sector. Our cutting-edge and adaptable software solutions break down the silos that often exist between various systems, data, and personnel, enhancing decision-making capabilities and simplifying workflows to effectively address the demands of investors in private debt, private equity, and other alternative asset categories. By utilizing our technology, clients can achieve a more integrated approach to managing their investments.

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

Clockwork Universe serves as a digital investment hub for private markets, aggregating a variety of alternative investments such as private equity, venture capital, direct private transactions, operating companies, syndicate or SPV deals, real estate, public equities, cash holdings, collectibles, and more within one comprehensive platform. The platform enhances portfolio oversight through a dynamic dashboard that integrates both quantitative and qualitative insights, managing transactions at individual holdings and portfolio levels, tracking opportunities with investment profiles, and organizing pipelines with tagging while offering custom metrics for each holding alongside overall portfolio performance metrics. Among its innovative features are Suggested Updates, which leverage AI to extract valuable insights from unstructured inbox information, a Chrome extension facilitating effortless data capture from sources like LinkedIn and Crunchbase, and a chat function tailored for portfolio collaboration that fosters focused discussions around investments. Additionally, this platform not only streamlines data management but also empowers investors with tools that enhance decision-making and strategic planning.

Software for Private Equity and Venture Capital. Software that seamlessly manages your deal flow and tracks portfolio performance. Your tech stack is likely to contain important insights, metrics, or data. Kushim connects entire investment teams together, so you can spend less time trying solve the puzzle and more time exploring the next big thing. Kushim creates tools that are tailored for investors. User-friendly designs make it easier to track deals and watch your companies grow. We have you covered, whether you're a VC or family office investor, or Angel investor. We have worked with top-notch investors from all backgrounds to ensure your needs are met. Kushim offers Kushim Portal, Kushim Management, Kushim Dealflow, and Kushim Management.

Altvia offers a leading-edge platform combined with unparalleled expertise to help your firm navigate and manage increasing complexities as it expands, with an ever-growing number of funds and a wider LP base. Effortlessly distribute tailored materials such as PPMs, K1s, and Capital calls while enhancing the overall investor experience through a secure portal that is supported by comprehensive analytics. At the foundation of a contemporary technology platform lies a unified source of truth that facilitates essential workflows, contact management, relationship mapping, and the automation of critical processes such as emails and task assignments. Gain unprecedented insight into your deal flow, empowering you to prioritize opportunities based on their sources or their resemblance to your firm's most successful investments. Additionally, simplify the reporting for portfolio companies and streamline the data collection process, enabling you to devote more time to understanding value creation and assessing the health of your portfolio. This holistic approach not only enhances operational efficiency but also fosters stronger relationships with investors and stakeholders.

Zapflow is a comprehensive software solution tailored for investment teams, offering a range of functionalities from deal flow management to portfolio and fund management, as well as CRM and LP/ESG reporting. Specifically crafted for alternative investment professionals, it seamlessly adapts to the specific requirements of various businesses, including those in private equity, venture capital, family offices, or corporate VC. Introduced in 2016, Zapflow addresses the common challenges encountered with fragmented software solutions for investment teams, providing a cohesive and efficient approach. Zapflow serves as a cloud-based productivity tool crafted for professional investors to effectively manage their deal flow. By saving considerable time each month, facilitating informed investment decisions, and optimizing daily operations, we empower you to maximize your productivity and focus on your investment strategies.

Join a community of over 1,800 individual investors who have united through Moonfare to collectively invest €1 billion in private equity. Seize the opportunity to invest in premier funds from some of the most esteemed firms globally, with entry points starting at just €50,000. Gain insights similar to those of institutional investors, as the highest shareholder value often arises from private markets—funds available on Moonfare have delivered an average IRR of 19%, surpassing the S&P 500 by 13%. In today’s landscape of negative interest rates, fluctuating public markets, and challenges in sourcing real estate, private equity presents a savvy alternative for investors. Moonfare eliminates barriers with low minimum investments, a fully digital process, and a distinctive secondary market. You can tailor your investments by selecting individual funds or opting for one of Moonfare's Portfolio products. Additionally, we provide opportunities to engage in auctions for existing fund investments through the Moonfare Secondary Market twice a year, enhancing your investment experience even further. This innovative platform empowers investors to access exclusive opportunities previously reserved for the elite.

First Rate, a prominent provider of financial technology and services tailored for the wealth management sector, has recently completed the acquisition of Vantage Software to enhance their market presence and global influence by combining the strengths of both companies. Through First Rate Vantage, private equity, venture capital, and real estate advisors gain access to a unified source of truth for managing the entire life-cycle of a fund, which includes comprehensive reporting on private investments such as deal flow management, partnership accounting, and investor reporting. To discover how Vantage can benefit your operations, please click the appropriate box below! In 2021, recognizing the potential to capitalize on their extensive experience and strong client relationships, First Rate, Inc. took the strategic step to acquire Vantage. For over three decades, First Rate has been committed to delivering cutting-edge solutions and services that enable financial firms to achieve complete transparency, improve operational efficiency, and empower advisors in crafting more insightful and effective investment strategies for their clients. This acquisition marks a significant milestone in First Rate's journey towards innovation and client success.

Achieve mastery in the private capital markets by utilizing the most sophisticated investment data at your disposal. Aumni provides you with immediate access to trustworthy financial and legal insights derived directly from your legal agreements, meticulously verified by venture professionals and enhanced through AI analysis. Aumni has conducted a remarkable analysis of a vast array of private capital investment data, unlike any other service. Investment firms often have numerous co-investors within their networks, and with Aumni, you can effortlessly tap into this extensive network of both previous and current investors, empowering you to refine your investment strategies effectively. Within a few clicks, you can create impactful fund-level performance analytics and automatically produce equity financing summaries for each of your investments. Aumni streamlines your access to comprehensive portfolio analytics with a single click, enabling you to select crucial data points for sharing and create institutional-quality reports tailored for LPs of varying sizes. This innovative approach not only simplifies data management but also enhances your overall investment decision-making process.

VESTBERRY is portfolio management and reporting software for venture capital and private equity. The solution brings high level of automation to VC workflow, reporting, communication with limited partners and provide advanced analytics to make better investment decisions. We are on track to become the industry standard for portfolio management thanks to clients like Atomico – the 2nd largest venture capital company in Europe and an investor in companies like Wolt, Skype, and Stripe.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

Backstop offers a top-tier productivity software suite tailored specifically for investment managers and institutional asset owners. Designed with the needs of foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms in mind, Backstop delivers exceptional, cloud-based productivity solutions that empower asset managers and allocators to enhance their capital raising and retention efforts, conduct thorough research and portfolio management, and efficiently meet the needs of their key stakeholders. Among its core offerings are Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, ensuring comprehensive support for various operational demands. By integrating these tools into their workflows, users can expect to streamline processes and improve overall performance in the competitive investment landscape.

Vidrio serves as a comprehensive investment platform tailored for institutional allocators such as endowments, pension funds, family offices, fund of funds, OCIOs, and asset managers, integrating data aggregation, software solutions, and managed services. This platform facilitates various functions, including manager research and due diligence, portfolio construction with both pre- and post-trade rules, compliance monitoring, operational controls, account-level valuation and reconciliation, as well as performance and exposure analytics, risk aggregation, stress testing, and customizable reporting alongside investor portals. With more than $100 billion in alternative assets managed through over 1,000 external managers, Vidrio accommodates diverse investment vehicles including hedge funds, private equity, private credit, real estate, liquid alternatives, and separately managed accounts (SMAs). The platform's utilization of AI-driven data extraction and enrichment, supported by a combination of automation and expert supervision, guarantees a high level of transparency and precision, complemented by automated workflows, trade management capabilities, and cash-flow forecasting. Furthermore, its ability to streamline complex investment processes makes it a vital tool for institutional investors aiming to enhance their operational efficiency and decision-making processes.

The Caissa Platform stands out as the premier investment analytics solution tailored specifically for institutional allocators such as endowments, foundations, OCIOs, pension funds, and family offices. With clients managing assets exceeding $1.7 trillion, our web-based platform empowers users to conduct comprehensive analyses, including exposure, risk, liquidity, attribution, and private equity modeling, across diverse multi-asset class portfolios. Our dedicated data team ensures that all forms of transparency data—ranging from investor letters and separately managed accounts to private equity information and 13Fs—are meticulously aggregated into the Caissa Platform. This data undergoes a thorough process of cleansing, harmonization, migration, and integration, resulting in a cohesive resource for users. By providing harmonized exposures that facilitate full aggregation across various asset classes and investment vehicles, our platform enables seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, enhancing decision-making for portfolio managers and their underlying investments. Ultimately, the Caissa Platform not only streamlines analytical processes but also enhances the overall investment strategy for its users.

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

FundFormer assists alternative asset managers and investors to process their fund documents quicker. Our investor onboarding portal was specifically designed for investors in hedge funds, venture capital, and private equity. Convert subscription documents to webforms that are integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms that use conditional logic. FundFormer can coordinate all deal parties during the fundraising process, including investors’ financial advisors and legal counsel. Data exports can be created for fund administration or investor onboarding. A FundFormer professional can assist you at any stage of your fund's lifecycle, from fund launch to investor closure to post-closing secondary transactions.

Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.

The WOWS Investment portal connects startups and SMEs to global investors and facilitates primary and secondary equity raising. It provides a user-friendly interface to showcase companies, tools for equity management and capital raising, as well as investor matchmaking. Key features include: - Showcasing companies: Upload pitch decks and present businesses. - Investment Tracking : Investors can track their investments and shareholding values in real-time using dashboards that are personalized. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication support: Direct Q&A between investors and companies and insights into funding history. WOWS Global's goal is to simplify fundraising, maximize opportunities for investment, and drive growth within the private market sector through advanced technology and a large investor network.

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

AppFolio Investment Management offers a comprehensive cloud-based software solution designed specifically for real estate investment management. This versatile platform, accessible through a single login, equips users with powerful tools to enhance the efficiency of fund and syndication management. Investors can utilize an intuitive self-service Investor Portal, which allows for convenient 24/7 access, interactive dashboards, and a robust CRM that facilitates effective communication and fundraising efforts. Developed by the acclaimed team responsible for AppFolio Property, this portal grants investors continuous access to a personalized dashboard that outlines their investment status and asset details, including both invested and distributed capital. Investors benefit from real-time insights into their financial positions as well as the ability to easily locate important reports, tax documents, and other shared files, with the added security of electronically signing agreements. Through its user-friendly interface, the AppFolio Investor Portal not only simplifies investment management but also strengthens the connection between investors and their investment managers.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

Dasseti delivers innovative software solutions tailored for the due diligence and oversight of asset and fund managers. By integrating a robust and adaptable suite of features, Dasseti streamlines the assessment of funds through tools such as a digitized due diligence questionnaire engine, an automated response flagging and scoring system, research and review management, customer relationship management (CRM), collaboration tools, workflow management, an external managers portal, and comprehensive analytics. Our mission is to empower investors and investment consultants to enhance the effectiveness of their fund due diligence and monitoring processes through the power of digitization and automation. The solutions offered by Dasseti are designed to assist a variety of clients, including investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurance companies, and banks, in selecting or overseeing managers across diverse asset classes such as equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti aims to revolutionize how these entities manage their investment strategies and relationships.

Our comprehensive software solutions, combined with our back office accounting and tax expertise, position our firm at the forefront of the industry. By consolidating your investment processes into a single platform, we streamline everything from deal flow management to the finalization of investments, including invoicing, e-signatures, and performance analysis. This integration ensures that the same system used for managing investments also handles all investor reporting and fund management, resulting in a unified experience tailored to all your requirements. There’s truly nothing like leveraging Venture360 to enhance your capital raising efforts, so you can embed our investor registration link on your website and begin your fundraising journey today. Our plug-and-play solution offers a white-labeled platform that facilitates connections with investors, tracks commitments, manages cap tables, and provides seamless reporting through an investor login portal, empowering you to focus on growth. With all these features readily available, it's time to take action and get started on transforming your investment management process.

Tracxn, one of the most popular market research and data platforms, tracks companies around the world. We scan data for our customers to help them perform market research, find deals that match their mandate. Tracxn has a clientele that includes Venture Capitalists (VC), Private Equity Funds, Merger & Acquisitions (M&A), Innovation teams from Fortune 500 companies, and Investment Banks. Tracxn is used by Governments, Accelerators, Incubators and Universities to track innovative companies and sectors. Tracxn, a Software as a Service (Saas) platform, is a subscription service that covers 2.5M+ companies through 2.6K+ feeds categorized across industries, sectors, and sub-sectors with a presence in over 100+ countries.

SS&C GlobeOp’s Total Return is a comprehensive system for portfolio management, investment accounting, partnership accounting, and general ledger operations, specifically tailored for alternative investment funds and family offices. This multi-currency platform adeptly handles complex securities and sophisticated investment strategies, catering to the intricate ownership structures and unique tax obligations that often accompany family office investments and private wealth funds. Beyond its cutting-edge portfolio management features and general ledger capabilities, the system also offers complete partnership accounting, facilitating automated valuation processes based on capital or shares, efficient income and expense allocations to partners, management fees, and the generation of detailed partnership reports. By integrating fund accounting, partnership accounting, and tax processing into a single platform, it not only streamlines operations but also mitigates potential operational risks, ultimately saving valuable time for users. This all-in-one solution is essential for those looking to enhance their operational efficiency and accuracy in managing complex investment portfolios.

As a blend of innovator, educator, and guide in the alternatives sector, iCapital provides user-friendly, scalable digital solutions that have revolutionized the way private market and hedge fund investments are conducted. With the support of iCapital, financial advisors, wealth managers, and asset managers globally can now access the necessary tools to present high-net-worth investors with the potential for returns and diversification that alternative investments offer. This includes everything essential for presenting alternative investment options, from a carefully selected range of professionally managed funds to educational resources and advanced portfolio analytics, all housed within a leading-edge digital platform. You can choose from iCapital’s extensive collection of professionally managed funds or create your own tailored selection while benefiting from thorough advisor training and certification on a seamless digital investment interface. This empowerment not only enhances the client experience but also drives growth in the alternative investment space.

Our platform encompasses all asset categories, providing you with a unified interface to gain a comprehensive understanding of your portfolio, perform calculations based on tailored metrics for each asset type, and analyze performance through relevant groupings. By utilizing these tailored metrics, we assess the performance elements of your multi-asset class portfolios effectively. Our offerings include publicly traded equities, fixed-income securities, interests in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, whether through direct investments or partnerships, in addition to futures and options. Furthermore, you have the flexibility to establish your own investment framework. You can scrutinize and evaluate your positions over any specified timeframe, with the option to view them in detail or categorize them based on what matters most to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any customized criteria you determine. This tailored approach ensures that your investment analysis is as relevant and insightful as possible.

aVenture is a financial technology platform based in San Francisco that aims to democratize access to venture capital investments. By assisting venture capital firms in launching funds that are widely available, aVenture empowers investors to assess which VC funds best suit their needs. This innovative approach not only opens doors for a wider range of investors but also enhances the overall transparency of the venture capital landscape.

Caltina offers comprehensive front-office solutions tailored for private equity, family offices, real estate, secondaries, and fundless sponsors. Built entirely on the Salesforce platform, these solutions are designed from the ground up to seamlessly fit the unique workflows of alternative asset managers, allowing for customization to suit specific firm requirements. Recognizing that every fund and situation possesses its own distinct characteristics, Caltina begins with a specially configured Salesforce.com setup or can adapt to an existing instance, providing a tailored solution that aligns with your fund’s objectives. Throughout this process, we prioritize gathering as much relevant data and spreadsheets as possible, facilitating their import into the platform to eliminate the cumbersome back-and-forth of email attachments, thus enabling you to concentrate on what truly matters. You can efficiently manage your potential deal pipeline, with the system being customized to reflect your firm's specific asset class, niche, and operational processes. Moreover, our solution fully organizes how your firm interacts with deal sources, ensuring you can identify the highest quality bankers and lenders while also effectively tracking sell-side and financing activities to enhance your decision-making capabilities. Ultimately, Caltina empowers your firm by streamlining critical processes and improving overall efficiency in managing relationships and opportunities.

ARGUS Taliance serves as a powerful software solution for managing real estate funds and alternative investments, equipping companies in the sector to effectively oversee the performance of their real estate funds and REITs. This versatile tool allows users to simulate intricate investment frameworks, conduct scenario analyses to evaluate the effects of market fluctuations or changes in ownership, compute distribution waterfalls, and generate comprehensive reports for stakeholders and investors. Given the intricacies of international real estate investments and the multitude of funding sources, devising a multi-layered investment layout with specialized calculations and reporting outputs can prove to be quite demanding. However, ARGUS Taliance simplifies this process by enabling users to model an entire real estate fund portfolio through an intuitive interface, facilitating quick assessments of investment structures over time. Additionally, users can delve into individual investment entities, adjust models with ease, and customize waterfall distributions and per-unit distribution calculations, enhancing their forecasting capabilities significantly. The software thus becomes an essential tool for navigating the complexities of real estate investment management.

Innovative experiences, streamlined workflows, and curated content are tailored to enhance distribution and simplify the investor service functions for global asset managers, private equity firms, real estate organizations, hedge funds, credit institutions, and funds of funds. A CRM specifically designed for your industry allows you to efficiently manage contacts, investors, prospects, commitments, and deals. It offers branded, institutionally wrapped communications suitable for private placements. This portal serves as an ideal entry point at a competitive price, particularly for firms lacking a dedicated portal, enabling rapid deployment and a polished presentation to investors. It encompasses all essential workflows and tools necessary for effective reporting and communication. By integrating CRM and performance dashboards, it elevates the Essentials Portal significantly. This solution is particularly useful for firms looking to transition away from Excel or other outdated methods of contact and investor relationship management, allowing them to operate more professionally and enhance their reporting capabilities. Ultimately, this platform empowers firms to elevate their standards and streamline operations, setting them apart in a competitive landscape.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

Why opt for proprietary systems when Microsoft's latest ERP release features top-tier financial accounting, banking, security, and technology frameworks? Elysys harnesses the robust capabilities and scalability of the powerful Microsoft Dynamics 365 Business Central platform, providing a significant edge, especially in delivering specialized treasury management applications. Users can seamlessly generate customized dashboards and reports for any financial or investment data, with the ability to delve into specific transactions as needed. This system enables the aggregation of both financial and non-financial assets across diverse portfolios and asset categories. Additionally, it facilitates financial consolidation for groups across various levels. Over the past 15 years, we have introduced an extensive suite of modules that encompass a wide array of investment types, including paper investments, money markets, derivatives, structured products, and even private equity and alternative investments such as Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, and Swaps. Our commitment to innovation and excellence ensures that our clients are equipped with cutting-edge tools to manage their financial operations effectively.

eFront’s comprehensive suite of software solutions serves as a centralized platform for alternative investors aiming to manage every facet of their investments, encompassing due diligence, fundraising, and reporting across various alternative asset classes. With specialized support teams and forward-thinking research and development units, clients can trust eFront to enhance their alternative investment strategies. Recognized as the premier software provider in the alternative investment industry, eFront delivers a comprehensive product lineup that addresses all alternative investment asset classes, diverse investor profiles, and specific requirements. Take advantage of our solution finder below to identify the ideal tool for your alternative investment journey. As the landscape of capital markets transforms and more funds are allocated to private markets, insurers encounter significant operational hurdles by depending on a patchwork of systems, spreadsheets, and manual workflows, making the integration of entire portfolios across both public and private assets increasingly urgent. Thus, tackling these challenges effectively is essential for optimizing investment performance and aligning with market demands.

Sargon equips financial institutions and entrepreneurs with the essential technology and infrastructure required for the effective establishment and expansion of investment funds. Operating throughout Australia and New Zealand, Sargon combines cutting-edge technology, financial licenses, and industry expertise to expertly navigate the complexities of regulation, security, and compliance, allowing our clients to concentrate on what truly matters: creating a brighter future. We differentiate ourselves by not being constrained by outdated systems or a customer-unfriendly culture. As a dedicated trustee, our primary goal is to prioritize the best interests of investors. Our innovative trustee cloud infrastructure significantly enhances client experiences by providing increased transparency, control, and scalable, dependable operations. By simplifying processes and reducing costs, we also contribute to enhancing investor knowledge and overall outcomes, ensuring a more informed investment landscape for all. Furthermore, our commitment to continual improvement positions us as a forward-thinking partner in the financial sector.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

Effortlessly oversee new investments, updates, taxes, capital calls, distributions, and financial statements all from a single platform. Arch integrates with the back office for every private investment, consolidating all documents and communications within a secure and organized environment. By keeping your account current, Arch introduces a layer of automation to streamline investment management responsibilities. It efficiently handles all documentation and correspondence, enhancing organization, data accessibility, and insights for private investments. Securely disseminate all investment updates and investor data through a user-friendly, standardized platform, which not only saves time for funds and fund administrators but also enhances the overall experience for both the fund and its investors. Additionally, Arch allows you to monitor the progress of essential tasks and automatically remind investors, significantly decreasing the time your firm dedicates to administrative duties. This comprehensive approach ensures that all parties remain informed and engaged throughout the investment process.

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

Specifically crafted for limited partners and asset allocators, the Solovis platform revolutionizes the management of multi-asset class portfolios. Now is the moment to enhance efficiency, speed up insights, and improve investment decision-making processes. Streamline the collection of data from both public and private assets. Acquire deeper insights into hedge fund managers, private equity, and alternative investments. Convert investment data into valuable intelligence. Expand your capabilities with data operations and exposure analysts. Managing portfolios that span hedge funds, private equity, real assets, mutual funds, ETFs, and direct securities entails overseeing a multitude of data points, often numbering in the hundreds or thousands. Investment data varies in format, is updated at different intervals, and exists across various systems. Solovis acts as the centralized platform for portfolio management that automates the collection of investment data while providing actionable insights to enhance decision-making. By leveraging this technology, investment teams can focus on strategy rather than data management.

Kingdom Trust stands out as a prominent independent custodian that offers innovative custody and escrow services tailored for both individual and institutional investors. Its clientele comprises Self-Directed IRA and Solo 401(k) participants, single-member LLCs, family offices, investment advisors, advisory firms, broker-dealers, private equity funds, sponsors, and various investment platforms, whether domestic or international. The company's institutional pooled investment vehicle (PIV) custody service presents a bespoke solution catered to private equity, private debt, digital assets, venture capital, and fund of funds. Additionally, Kingdom Trust specializes in custodial services for qualified taxable accounts and separately-managed accounts (SMAs), as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans, thereby assisting clients in fulfilling SEC regulatory obligations. Through this comprehensive custody framework, the firm also opens the door to investments in alternative assets such as digital currencies, real estate, precious metals, and private equity. By offering these diverse investment opportunities, Kingdom Trust enriches its clients' portfolios while ensuring compliance with industry standards.

Our comprehensive platform caters to prominent asset managers, insurance firms, pension funds, hedge funds, family offices, and sovereign wealth funds globally. Built on the same foundation as Fusion Sophis, Fusion Invest encompasses the full investment value chain, providing insightful portfolio analysis and streamlined automated workflows through a collaborative, real-time investment book of records. What sets Fusion Invest apart is its cutting-edge analytics, extensive asset class coverage, and flexibility with open technology. It can be utilized either on the cloud or on-premise, aligning perfectly with your operational strategies and service requirements. This platform offers a range of options for investors and portfolio managers overseeing asset allocation, direct investments, or complex derivative hedging and overlay strategies. Its robust and scalable infrastructure ensures reliability throughout the day as users create and maintain the definitive version of data. With consistent information and analytics, all participants can collectively enhance the investment process, fostering a cooperative environment for better decision-making. Furthermore, this integrated solution empowers teams to navigate market complexities with confidence and agility.