One operating layer for every private markets workflow
ROYC provides role-specific portals for investors, front office teams and operations, all working on the same data model, across the full private markets lifecycle.
Investor portal
LPs expect an institutional experience, but many GPs still rely on PDFs, email, and spreadsheets. Give every LP a single branded interface for onboarding, subscriptions, notices, reporting, and documents, from first close through the full fund lifecycle.
Sales & Admin Portal
Fundraising across LPs, private banks, and platforms is fragmented. Give investor relations and capital formation teams one workspace to track engagement, run onboarding and closings, and monitor allocations.
Operations & Lifecycle Portal
As AUM grows, spreadsheets and email break down. Move subscriptions, calls, distributions, reporting, and data into one controlled system with a full audit trail and direct links to administrators and service providers.
Investor portal
End clients expect a clear view of their private markets holdings, but today it's fragmented and manual. Give investors one place for performance, NAV updates, documents, and notices, under your brand, without disrupting the advisory relationship.
Advisor Portal
Support advisors across advisory and discretionary mandates, position opportunities, tailor allocations, and move from intent to subscription. ROYC keeps the advisor view aligned with what clients see, while reducing coordination effort across teams.
Operations Portal
Manual subscriptions, capital calls, and reporting don’t scale. Centralise workflows in one auditable system to service more funds without adding headcount.
The whole investment lifecycle managed on one platform
ROYC replaces fragmented tools and manual processes with one structured operating layer across the entire private markets lifecycle. From investor readiness to execution and long-term servicing.
Pre-trade
Launch and manage private markets offerings through secure, branded portals. Centralize eligibility checks, compliance workflows and distribution of approved opportunities and documentation, so every investment is execution-ready before commitments are made.
Trade
Execute commitments and subscriptions through standardised, end-to-end digital workflows. Coordinate investors, advisors, operations, and fund service providers so commitments, allocations and documentation flow consistently from decision to closing.
Post-trade
Manage the full private markets lifecycle across closed-ended, evergreen and co-investment structures. Centralise servicing, reporting, investor communications, portfolio visibility to ensure transparency and control throughout the life of each investment.
Designed for scale
Built to support growth: integrate easily, scale securely, stay reliable as volumes and teams expand.
Connect ROYC to your CRM, PMS, core banking, and data systems via secure APIs and real-time webhooks, eliminating manual reconciliation.
Built on AWS to support fundraising peaks, capital call cycles and reporting deadlines. ROYC scales automatically under load and maintains consistent performance.
Enable only what you need today and add more later without re-platforming. Our flexible architecture adapts to your workflow, not the other way around.
Built for resilience across multiple AWS Availability Zones with automated recovery and background deployments to support 99.99%+ uptime.
Deploy ROYC under your own brand: custom portals, branded interfaces and configurable workflows built to fit your operating model.
Spin up separate branded instances for different branches, advisor networks, or distributor partners, each with its own roles, data and experience, on shared infrastructure.
Embedded, modular AI, at your discretion
ROYC uses AI selectively to remove friction, not replace human judgment.
AI that works for you
Turn unstructured files into structured data you can report on.
Speed up checks and reduce manual review steps.
Pre-fill account information from documents in seconds.
Extract and reconcile data from documents with high accuracy.
Automate subscription documents from generation to validation.
Built for speed, with security built in
ROYC uses the latest AI to deliver faster, higher quality results, with human oversight.
Reduced integration effort with AI support for mapping, validation and troubleshooting.
ROYC uses enterprise AI providers with audited security controls and strong data protection.
ROYC never uses your private data to train or update AI models. Your client information stays private and fully confidential.
Built for regulated environments
ISO/IEC 27001:2022 certification
GDPR
SSO & role-based access
Encryption
Audit trail
