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Product index

Ten institutions. Twenty applications.

Every mandate runs a different machine. Choose yours and see the Core and Customer layers built for it.

01Seed to Series C

Venture Capital

Segment overview →
Core layer

EZVC

The analyst that has read every startup that ever mattered.

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Customer layer

FounderDesk

The portfolio support team that never sleeps.

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02Buyout to growth equity

Private Equity

Segment overview →
Core layer

Atlas

Financials in. Full operating model out.

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Customer layer

PortCo OS

Value creation, instrumented.

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03Single and multi-family

Family Offices

Segment overview →
Core layer

Ledger

Total wealth, look-through, live.

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Customer layer

Principal

The family's own window into its capital.

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04Leads, syndicates, rolling funds

Angels & Syndicates

Segment overview →
Core layer

Syndicate

One lead. The diligence bench of a fund.

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Customer layer

Capital Hub

The backers see everything, and you answer nothing twice.

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05Lending at scale

Private Credit & NBFCs

Segment overview →
Core layer

Credit Portal

AI-first origination to disbursal.

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Customer layer

Borrower Hub

The lending relationship, self-serve.

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06Mutual funds, PMS, institutional mandates

Asset Managers

Segment overview →
Core layer

Atelier

Every model current the morning after the print.

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Customer layer

Client Lens

Every investor gets the letter written for them.

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07Discretionary and systematic

Hedge Funds

Segment overview →
Core layer

Council

Eleven frameworks. One structured diagnosis.

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Customer layer

Allocator View

The transparency your LPs ask for, without the fire drill.

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08Discretionary and advisory books

Wealth Managers & RIAs

Segment overview →
Core layer

Mandate

Portfolios that stay inside the lines.

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Customer layer

ClientRoom

The deal, visible to the people paying for it.

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09Insurers, reinsurers, pension schemes

Pensions & Insurers

Segment overview →
Core layer

Duration

Assets and liabilities, reconciled daily.

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Customer layer

Policyholder

Claims and service that people don't dread.

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10ALM, liquidity, prop and balance sheet

Bank Treasuries

Segment overview →
Core layer

Sentry

Delinquency has a shape. See it early.

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Customer layer

Counterparty

The buyer list nobody else thought of.

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