What ROYC OS solves for you
ROYC OS provides role-specific portals for investors, front office teams and operations, all working on the same data model, across the full private markets lifecycle.
Fundraising Workspace
You want to quickly and easily get a detailed overview of where investor interest and allocations stand. Your IR team or client advisors track prospects, interest and allocations on one screen and share documents through data rooms, so you can see every investor conversation and allocation in one place.
Onboarding & Subscriptions
Onboarding investors and getting subscriptions signed is cumbersome, complicated and takes too much time. KYC, AML and eligibility checks run in the platform and investors sign their subscription online, in one flow instead of email chains, so your investors get a professional, easy-to-manage and very pleasant onboarding experience.
Investor Lifecycle & Reporting
Reporting burns resources, and investors still chase for updates. Investors see NAVs, documents, notices, capital calls and statements in a portal with your branding for as long as they hold the fund, and reports come from the same data, so investors get what they need without emailing your IR team.
Fund Operations Workspace
Capital calls and distributions often still run on spreadsheets. ROYC OS brings them together with cash flows and closings in one place, with a full audit trail, so you can run more funds and more investors without adding to the ops team.
Fundraising Workspace
You want to quickly and easily get a detailed overview of where investor interest and allocations stand. Your IR team or client advisors track prospects, interest and allocations on one screen and share documents through data rooms, so you can provide advisors with the information they need to advise clients on private markets investments.
Onboarding & Subscriptions
Onboarding investors and getting subscriptions signed is cumbersome, complicated and takes too much time. KYC, AML and eligibility checks run in the platform and investors sign their subscription online, in one flow instead of email chains, so your clients get into a private markets fund in one sitting, with your compliance checks built in.
Investor Lifecycle & Reporting
Reporting burns resources, and investors still chase for updates. Investors see NAVs, documents, notices, capital calls and statements in a portal with your branding for as long as they hold the fund, and reports come from the same data, so clients see their private markets holdings next to everything else they own with you.
Fund Operations Workspace
Capital calls and distributions often still run on spreadsheets. ROYC OS brings them together with cash flows and closings in one place, with a full audit trail, so you can process private markets transactions for hundreds of clients as easily as listed ones.
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-Investment
With the Fundraising Workspace module, you can launch and manage private markets offerings through secure, branded portals. Centralise eligibility checks, compliance workflows and distribution of approved opportunities and documentation, so every investment is execution-ready before commitments are made.
Investment
With the Onboarding & Subscriptions module, you can 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-Investment
With the Fund Operations Workspace and Investor Lifecycle & Reporting modules, you can manage the full private markets lifecycle across closed-ended, evergreen and co-investment structures. Centralise servicing, reporting, investor communications and 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 OS to your CRM, PMS, core banking and data systems. REST APIs, MCP and SFTP batch exchange in structured or unstructured file formats.
Built on AWS to support fundraising peaks, capital call cycles and reporting deadlines. ROYC OS 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 OS 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 OS 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.
AI Connectivity
Lets Fund operations and investor services teams ask their AI assistant about subscription pipelines, KYC status, and more and get answers from the current records.
Lets Investors and advisers ask their own AI assistant about holdings, NAV, upcoming capital calls, distributions and documents.
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
