Digital fund information
Fund Profile, Analysis Suite, Peer Review, Newsfeed, Data Room.
Contact management, relationship tracking, notes, engagement scoring, tasks, introductions.
Tracking usage and behavioural data across all implementations.
Aggregating and structuring multi-sourced data. Privacy and permission-based access.
Fund factsheets, Peer Analysis, Industry Reports.
Compliance and regulation
Jurisdiction matrix, relevant disclaimers, audit trails, representations and KYC.
All your information in one place, accurate and up to date. FundPortal is a scalable investor relations portal designed to digitise, and track the success of your fund marketing and investor engagement.
A centralised source of fund intelligence for your organisation. Fund screening, research and analysis platform. All your data sources fully integrated. Private, customisable, and secure.
White label platforms for onboarding investors and managers. Allow Cap Intro and consulting teams to offer engaging client experiences. Digital Cap Intro at scale.