Fund Administration & Data

  • Carta — Import cap tables, portfolio company data, and valuation reports
  • AngelList — Sync fund performance, LP data, and portfolio metrics
  • Fund administrators — Import quarterly statements, NAV reports, and capital call notices
  • SS&C Advent — Connect portfolio accounting and performance data

Data Rooms & Document Storage

  • Datasite — Import fund documents, LPAs, and side letters from VDRs
  • Intralinks — Sync diligence materials and fund documentation
  • Microsoft 365 — Connect SharePoint, OneDrive, and Teams files
  • Google Drive — Import folders of fund documents and reports
  • Dropbox Business — Sync shared fund documentation

CRM & Deal Flow

  • Salesforce — Sync fund opportunities and LP relationship data
  • Affinity — Import deal flow and network intelligence
  • 4Degrees — Connect relationship mapping and fund sourcing

Portfolio Intelligence

  • PitchBook — Enrich portfolio company data with market intelligence
  • CapIQ — Import financial data and comparable analysis
  • Preqin — Benchmark fund performance and LP data

Custom integrations

Need to connect a proprietary system or internal tool? Our API and webhook support make it easy to build custom integrations for your fund data workflows.

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