ROYC in Motion: August 2025
Smarter, Faster, and More Scalable Portfolio Data Processes
ROYC is taking an important step forward by beginning to integrate AI into its portfolio data workflows, enhancing both data gathering and validation. By leveraging advanced technology, we’re streamlining the capture of key information from capital call and distribution notices, reducing manual effort while improving accuracy and consistency.
Beyond extraction, our AI models are being trained to validate and structure the data directly into ROYC’s reporting framework. This advancement strengthens the efficiency, reliability, and scalability of our portfolio operations, enabling us to better support clients as their needs evolve.
Enabling Innovation in Semi-Liquid Evergreen Structures
Investor demand for flexibility in private markets continues to grow, making evergreen and semi-liquid fund structures an increasingly vital part of the landscape. ROYC recently supported the launch of a semi-liquid evergreen fund as Platform Operator for a third-party asset manager.
We acted as a true operational partner, providing end-to-end support across fund operations, legal workflows, and investor services. Leveraging our existing platform technology, we digitised the entire subscription process — from onboarding to documentation and transaction execution — integrating it directly with a leading global fund administrator’s framework.
This collaborative approach reduces friction and manual handling across the value chain, delivering a scalable and efficient model that benefits future investor cohorts. Our robust investor reporting portal further complements these capabilities, providing secure real-time access to transaction data, capital positions, and fund documentation — key enablers of operational agility and transparency in semi-liquid structures.
Global Professional Screening — Smarter, Faster, Fully Localised
We’ve expanded ROYC’s Professional Screening & Investor Representation module with advanced screening rules and precise mappings tailored to diverse countries and investor categories.
These enhancements enable faster, more accurate investor classification, reduce exceptions and overrides, and ensure alignment with local regulatory expectations.With configurable rules and scalable mappings, banks, asset managers, and fintechs can achieve consistent, auditable investor representation across markets — a single source of truth that reduces manual effort and accelerates time to revenue.