Fund Administration
Streamline your back office with tailored tools for LP management, capital calls, distributions, and compliance. Spend less time on admin, more time on what matters.
LP Management & Communication
Manage LP contacts and communications in an Airtable base, with tables for LPs, interactions, and preferences. Use Zapier or Make.com to automate email updates and integrate with CRM tools.
Compliance & Regulatory Reporting
Use an Airtable base to manage compliance and regulatory reporting, with tables for requirements, deadlines, and submissions. Integrate with calendar tools using Zapier or Make.com to automate reminders and notifications.
Capital Call & Distribution Tracking
Store capital call and distribution data in an Airtable base, with tables for transactions, LPs, and funds. Use formulas and summary fields to calculate totals and automate notifications using Zapier or Make.com.
Fund Performance Reporting
Create an Airtable base to track fund performance, with tables for investments, valuations, and returns. Use formulas and summary fields to calculate metrics and automate reporting using Zapier or Make.com integrations.