Fund Administration
Access our industry-leading fund administration partner network. Efficient, accurate, and timely administration for any syndication or fund structure.
Premium quality administration to enable efficient and rapid scaling for your firm.
A fully integrated solution that includes everything you need to raise capital and foster long term relationships with investors.
Create trust and transparency with expert accounting, bookkeeping, and record keeping.
Access modern fund administration within a single environment and leverage fully managed services or augment your existing team. Our expert, premium administration enables flexibility, transparency, and efficiency for small and large sponsors, regardless of your in-house capabilities
Integrate all of your critical functions through a unified platform to save time and reduce complexity, including capital raise management, distribution calculation, payment processing, tax document dissemination, multi-entity consolidation, and financial statement preparation.
Operate confidently with institution-grade processes and documentation. Create trust and transparency with critical, real-time investment data, expert accounting, and record keeping.
Produce and share K1s and other tax documents in minutes, not days, with streamlined K1 dissemination.
Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.
Streamline your fundraising process with engaging deal rooms, frictionless commitment flows, e-signatures, secure inbound funding, automated CRM and back-office integration.
Upgrade to the Real Estate Investment Management Platform
Discover the proven strategies for accessing your share of the $7 trillion retail capital opportunity before your competitors do.
Here’s what you can expect from our guide:
Gain access to proven frameworks and retail investor acquisition strategies.
Retail investors have different expectations. Get insights into best practices on managing your retail investors.
An influx of retail capital will likely come some internal challenges. See how you can align your operational capacity with growing demand.
