Fundingstack
Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital.
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Caruso
Caruso is an AI-native cloud fund administration and investor management platform built for private market fund managers to centralize, automate, and modernize core operational workflows across the fund lifecycle. It supports investor onboarding and digital subscriptions, enabling managers to capture AML/KYC information, subscription documents, and accredited investor status in a secure, streamlined process. It includes an integrated investor registry and CRM to maintain investor data, track commitments, manage capital accounts, and run personalized communications, while capital raising tools help funds present offerings, manage pipeline activity, and keep investor engagement in one place. Caruso also provides real-time reporting and dashboards to monitor fund performance, allocations, commitments, capital calls, and distributions, reducing the need for manual spreadsheets and disparate systems.
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Allvue
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
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Quantium
Quantium is a next-generation private markets investment management platform that centralizes fund, portfolio, and investor data into one intuitive, scalable SaaS system designed to replace error-prone spreadsheets and disconnected tools, giving teams a single source of truth for complex investment operations and reporting. It supports fund and portfolio management workflows, including dual-sided accounting for complex structures, NAV and capital call automation, cash flow tracking, performance analytics, and cross-fund insights, while streamlining investor management and servicing with workflows for capital calls, distributions, and investor relationships. It delivers unlimited reporting and business intelligence through configurable dashboards, ready-made templates compliant with industry standards such as ILPA, and real-time data visualization so teams can produce accurate and investor-ready reports quickly.
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