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Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
Employees
- 11-50
Founded
- 2013
Ownership
- Owned by management
Incorporated
- Singapore
Locations
- Singapore
Top 5 Markets
- Australia
- United States of America
- Japan
- United Arab Emirates
- United Kingdom
Total AUM
- $ 125 Million
Clients
Facts about the clients
Focus
- Single-Family Offices (SFOs)
Secondary focus
- Individual Wealth Owners (UHNWIs)
- Multi-Family Offices (MFOs)
- Independent Financial Advisors(IFAs)/Registered Investment Advisors (RIAs)
- Fund managers
- Banks
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Accounting
- Consolidated reporting
- Customer relationship management
- Governance
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- Marketplace
Top features
- AI-powered deal scouting enables partners to identify new business opportunities using AI and natural language processing-based algorithms.
- Process automation.
- Individual data profiles for startups, cap tables, fundraising campaign management, KPI tracking, and secure data rooms.
- Real-time and comprehensive reporting support for multiple funds
Assets supported
- Private equity
- Venture Capital
Compliance
- GDPR
Whitelabel
Yes
Technology
Look under the hood
Type Of Software
- SaaS
Security
- Reliable cloud provider: AWS
- Frequent security (penetration testing)
- SSL Certification
Integrations
- Box
- Calendly
- Docusign
- Mailchimp
- SemRush
- SimilarWeb
- Slack
- Zoom
- Hotjar
- OpenExchangeRates.com
Mobile App
No
Reporting-specific features
They handle reporting like this
Type of data
- Transaction level
Accuracy
- We have a dedicated team of analysts to ensure data accuracy for portfolio companies.
- We pull data from reputable and proven sources to ensure data integrity as well as strengthen our AI capabilities.
Multi-currency
- users can set multiple base currencies
- based on transaction data
Pricing & Co
Learn about the commercials
Cost structure
- AUM based
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone and has a dedicated contact
Pricing of support
Based on SLA
Onboarding
takes 10 minutes or less
Customisation
The whole software
Bespoke development
Yes. Users can have own dedicated domain and users can incorporate their own branding elements
Added services
No.
