The operating system for private markets

ROYC provides a cloud native, white-label platform to run the full private markets lifecycle, from investor readiness to capital calls, reporting, and long term servicing, with institutional controls and real-time visibility.

PORTALS

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

Give end investors a clear view of their private markets holdings materials, portfolio evolution, performance and live NAV updates in one place. Share notices and communications without disrupting the advisory relationship.

HNWI

Single Family Office

Multifamily office

Foundations

Institutional LPs

Advisor & Admin Portal

Support advisors across advisory and discretionary mandates, position opportunities, tailor allocations, and move from intent to subscription smoothly. Stay aligned with what clients see, with less coordination effort.

Investment Advisors

Investment teams

Relationship managers

CIO Office

Private Market specialists

Operations Portal

Manage subscriptions, capital calls, distributions, reporting and investor communications in a controlled, auditable workflow. Centralise servicing across funds and vehicles to scale efficiently.

Operations

Middle office

Fund administration oversight

Platform & Servicing teams

Investor portal

Give LPs a clear view across funds and vehicles materials, reporting, performance, and notices in one place. Reduce manual IR work while delivering an institutional-grade investor experience.

Limited partners

Co-investors

Institutional and private LPs

Sales & Admin Portal

Track the fundraising pipeline end to end: engagement, onboarding, documentation, closings, and allocations across structures. Replace spreadsheets with one shared workspace and real-time visibility.

Investor relations

Capital formation

Fundraising

Business development

Operations & Lifecycle Portal

Run subscriptions, capital calls, distributions, notices, reporting, and structured data collection with a clear audit trail. Centralise operations across funds and vehicles to reduce risk and scale efficiently.

Fund operations

Finance

Middle office

Fund administration

Overview

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.

KYC and AML workflows

Investor eligibility checks

Opportunity display

Data rooms

Portfolio construction

Trade

Execute commitments and subscriptions through standardized, end-to-end digital workflows. Coordinate investors, advisors, operations, and fund service providers so commitments, allocations, and documentation flow consistently from decision to closing.

Commitment & interest tracking

Subscription workflows

Allocation management

Closing coordination

Real time tracking

Post-trade

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.

Capital call management

Distribution management

Cash flow management

Investor communication

Reporting

Portfolio dashboards

Technical Capabilities

Designed for scale

Built to support growth: Integrate easily, scale securely, and stay reliable as volumes and teams expand.

APIs & webhooks

Connect ROYC to your CRM, PMS, core banking, and data systems via secure APIs and real-time webhooks, eliminating manual reconciliation.

Cloud native & scalable

Built on AWS to support fundraising peaks, capital call cycles, and reporting deadlines. ROYC scales automatically under load and maintains consistent performance.

Modular system

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.