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Function map

Everything an investment firm does, from sourcing to fund accounting. Coverage grows daily.

Invest

Thesis and market researchA1 · 3 use casesSourcing and originationA2 · 1 use caseScreening and evaluationA3 · 4 use casesDue diligenceA4 · 2 use casesModeling and valuationA5 · 1 use caseIC memo and decisionA6 · 2 use casesExecution and closingA7 · coming soonTrading and executionA8 · coming soonPortfolio monitoringA9 · 1 use caseValue creation / platformA10 · coming soonExitsA11 · coming soonManager selection (LP/FO)A12 · 1 use case

Run the firm

Fund accounting and NAVB1 · coming soonCapital calls, distributions, waterfallsB2 · 1 use caseLP reportingB3 · coming soonInvestor relations and fundraisingB4 · 1 use caseTreasury and cashB5 · 1 use caseTrade ops and reconciliationB6 · coming soonValuation and riskB7 · coming soonTaxB8 · 1 use caseCompliance and regulatoryB9 · 1 use caseLegal and documentsB10 · 1 use caseManagement company financeB11 · coming soonTalent and recruitingB12 · 1 use caseMarketing, brand, contentB13 · 1 use caseKnowledge and internal opsB14 · 6 use casesTechnology, data, securityB15 · coming soonVendor/administrator oversightB16 · coming soon

Family office

Consolidated wealth reportingC1 · 2 use casesBill pay and household accountingC2 · coming soonTrusts, estates, successionC3 · coming soonFamily governance and educationC4 · coming soonPhilanthropyC5 · coming soonLifestyle, property, risk/insuranceC6 · coming soon
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