Investment Opportunity Publishing – Drastically Reduced Time to Launch for New Opportunities

We’ve created interactive steps to easy publish new investment opportunities:

• Available content templates to reduce time
• Preview investor-facing materials instantly — no exporting or emailing
• Real-time team reviews speed up approval workflows

What used to take several tools and rounds of revision can now be done in one place — faster and with fewer errors.

Smart Capital Events Forecasting

New cash flow analytics tool enabling more granular forecasting:

• Automated capital call predictions based on your fund activity
• Precise amount aggregation to optimize cash management planning

This allows for improved decision making with more data-driven forecasts of upcoming capital events.

Portfolio Visibility at a Glance

Improved ability to access and analyse your portfolio data with through our new upgraded dashboard features

• View complete transaction history with interactive graphs — no need to switch between tools
• Track paid-in capital updates in real-time — eliminating manual report checks enabling time and cost savings

These improvements give you instant data and clarity on the status of your investment.