Simplifying Fund Creation & Administration
Easy fund setup and administration, with an investor experience that lets you focus on portfolio assets.
Leverage the DealPoint platform to onboard investors, manage capital calls and distributions, and issue annual reporting with ease. Our technology-powered fund administration delivers these services at scale and at a fraction of traditional industry costs.
Core Fund Features
Fund Formation
Turnkey, templated fund setup.
Fund Administration
Simplified & visible ongoing operations.
Investor Onboarding & Engagement
Self-serve dashboard for onboarding and updates.
Annual Reporting & Statements
Accurate, timely investor reporting.
Year-End Investor Data Compilation
Accurate & compliant investor data.
Close your funding round efficiently & accurately
Benefits for you
Turnkey setup covering formation, data rooms, onboarding, and managed legal and accounting.
A consolidated view of all investors and their activity, tracked through to close.
Transact funds securely through online pre-authorized debit transfers.
Benefits for your network
Seamless access to data rooms and onboarding, anytime, on any device.
View all investment documents and updates in one self-serve Investor Dashboard.
Support for individual, joint, and corporate investors, across all accreditation types and single or multiple deals.
Case Studies
