Scale Assets Under Management With
Our Technology Platform
Software tools to manage your entire fund lifecycle, from investor onboarding to distribution payments.


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With advanced technology and expert services, we deliver sponsor-backed solutions to raise more capital, simplify operations, and unlock growth.
Raise More Capital in Less Time
Fund Operating System
300K
Investors
Manage and track investor data effortlessly.
$10B+
Investor Capital Raised
Driving growth and trust for CRE fund managers
1200+
Sponsors
Scale your fund with confidence.
Solutions tailored to your fund requirements.
Adopt proven methodologies and systems to raise more capital in less time.
Increase investor satisfaction, maximize returns, and save time.
SEC tailored platform and expert tax compliance and fund administration.
Everything you need to raise more capital, manage investors, and simplify your operations.
Fundraising Streamlined
Raise capital faster by accessing broader pools like retirement accounts, co-sponsor networks, and investment pools.
Investment Management
Maintain a single source of truth, calculate complex waterfalls, and send distributions with an all in one platform
Investor Portal
Personalized investor portal giving 24/7 access to investments, fund and tax documents and real-time performance data.
Tax & K-1 Services
Our CPAs file tax returns, deliver K-1s, and implement strategies to boost after-tax IRR.
Fund Administration
Expert CPAs handle your fund accounting, reporting, treasury, and compliance requirements.
Fund Legal Documents
Ready-to-use legal documents for your syndications and funds delivered in as little as 2 business days.
Software tools to manage your entire fund lifecycle, from investor onboarding to distribution payments.
Software tools to manage your entire fund lifecycle, from investor onboarding to distribution payments.
Expert tax strategies boost your IRR while full-service fund admin frees you to focus on deals.
Tax and k1 services
Fund Administration
Cost-Segregation
Get fast, expert support from people who know fundraising inside and out. With industry-leading response times, proactive outreach, and unlimited training, our team ensures you’re never on your own.