Everything You Need to Manage Investors
A unified platform that combines CRM, investor portals, AI intelligence, financial operations, and reporting — so you can focus on what matters most: your fund.
Manage Relationships
Build deeper investor relationships with a unified CRM, white-label portals, and a centralized communication hub.
White-Label Portals
Launch a fully branded investor portal under your own domain. Customize colors, logos, and layouts to match your fund's identity with zero engineering effort.
CRM & RelationsInvestor CRM
Track every relationship from first meeting to commitment. Manage deal flow, follow-ups, and investor lifecycle stages in one unified pipeline.
CRM & RelationsContact Management
Centralize all investor contacts, entities, and linked accounts. Smart deduplication and enrichment keep your data clean and actionable.
CRM & RelationsCommunication Hub
Send personalized emails, schedule meetings, and log every touchpoint. Integrated templates and scheduling ensure no investor falls through the cracks.
CRM & RelationsEmpower Investors
Give your LPs a best-in-class self-service experience with dashboards, secure document sharing, and seamless e-signatures.
Welcome back, Sarah
Your portfolio at a glance
Total Investment
$2.4M
Distributions
$340K
Active Projects
5
My Projects
Harbor Heights
Residential - Multi Family
$800K
Oakwood Residences
Residential - Luxury
$1.2M
Quarterly Distributions
Q1
Q2
Q3
Q4
Recent Documents
Q4 2025 Report
Jan 15, 2026 · 2.4 MB
K-1 Tax Statement
Mar 1, 2026 · 1.8 MB
Subscription Agreement
Feb 28, 2026 · 340 KB
Portfolio Summary
Investor Portal Dashboard
Give LPs a self-service dashboard with real-time NAV, distributions, documents, and performance charts. Secure, mobile-friendly, and always up to date.
Investor PortalDocument Vault
Store, version, and share subscription docs, K-1s, and quarterly reports in a secure data room with granular permission controls.
Investor PortalE-signature
Collect legally binding signatures on subscription agreements and side letters directly within the platform.
Investor PortalInvestor Notifications
Keep investors informed with automated alerts for new documents, capital calls, distribution notices, and portfolio updates — delivered via email or in-portal.
Investor PortalIntelligence & AI
Leverage AI-powered insights to discover prospects, score engagement, analyze sentiment, and stay ahead of your fundraising pipeline.
AI Copilot
Powered by Achieved Intelligence
Which investors are at risk of not re-investing?
I identified 3 investors at risk of not re-investing, with a combined $1.2M commitment at risk:
Shall I draft personalized outreach for each investor?
AI Insight
92% confidence3 investors flagged— $1.2M commitment at risk. Based on historical patterns, personalized outreach within 48 hours improves retention by 4x. David Thompson responds best to direct calls; James Wilson prefers detailed performance reports.
AI Copilot
Get instant answers about your fund data, generate investor memos, and surface insights using a conversational AI assistant trained on your portfolio.
AI & IntelligenceInvestor Discovery
Research prospective LPs using publicly available signals, relationship history, and team notes to build more targeted outreach lists.
AI & IntelligenceSentiment Analysis
Monitor investor sentiment across communications and interactions. Detect early signs of churn risk or re-up enthusiasm before they surface explicitly.
AI & IntelligenceInvestor Scoring
Rank and prioritize investors with a composite score based on engagement, commitment likelihood, historical behavior, and fit with your fund strategy.
AI & IntelligenceAutomate Operations
Streamline capital calls, distributions, reporting, and re-up forecasting with intelligent automation that saves hours every week.
Total AUM
$124M
Net IRR
22.4%
Total LPs
186
Active Funds
7
Monthly Performance
Jan
Feb
Mar
Apr
May
Jun
Allocation Breakdown
Avg Hold Period
3.2 yrs
Investor Retention
94%
Capital Deployed YTD
$18.5M
Capital Call Management
Generate, distribute, and track capital call notices in a few clicks. Automate payment reminders and reconciliation against commitments.
Financial OperationsDistribution Calculator
Model waterfall calculations, preferred returns, and carry splits with configurable templates. Preview distributions before they go out.
Financial OperationsReporting Engine
Generate quarterly reports, investor statements, and custom analytics decks. Export to PDF, Excel, or publish directly to your investor portal.
Financial OperationsRe-Up Intelligence
Predict which investors are likely to re-commit and which are at risk. AI models analyze engagement patterns to optimize your fundraising strategy.
Financial OperationsConnects With the Tools You Already Use
Seamless integrations keep your workflows uninterrupted and your data synchronized across every system.
QuickBooks
Sync fund accounting and financial data in real time.
E-signature
Collect e-signatures on subscription and legal documents.
Auth0
Enterprise-grade authentication and SSO for portal access.
Calendly
Let investors schedule meetings directly from your portal.