Capital raises, waterfalls, and investor reporting—GP/LP workflows with documents and distributions your counsel can defend.
Raise and report with clarity—subscriptions, caps, and waterfalls in one system
We implement deal rooms, accreditation checks, and e-sign for subscription documents. Cap tables evolve across closes; distribution waterfalls calculate per your operating agreements—with exports accountants expect. Investor portals show capital account summaries, K-1 placeholders, and document libraries—permissioned so LPs see only their deals.
01 // THE MANDATE
Capital raises, waterfalls, and investor reporting—GP/LP workflows with documents and distributions your counsel can defend.
We implement deal rooms, accreditation checks, and e-sign for subscription documents. Cap tables evolve across closes; distribution waterfalls calculate per your operating agreements—with exports accountants expect.
Investor portals show capital account summaries, K-1 placeholders, and document libraries—permissioned so LPs see only their deals.
02 // ENGINEERING
Development process
Structured phases—from discovery to launch—with clear ownership and handoff points.
Legal & structure (weeks 1–6)
Core platform (weeks 6–18)
Distributions (weeks 14–22)
Launch (weeks 20–26)
Operate (ongoing)
03 // CAPABILITIES
Core Capability Matrix
The building blocks of your solution
Deals
equity, preferred returns, promote structures captured as rules.
Investors
accreditation, KYC tiers, entity documents on file.
Subscriptions
min/max, closings, capital calls, default interest hooks.
Waterfalls
tiered splits; scenario runs before distributions.
Distributions
notices, ACH instructions, reconciliation.
Documents
PPM, operating agreement vault; e-sign handoffs.
Reporting
quarterly statements, capital account rollforwards.
Compliance
Reg D patterns with counsel; audit logs.
Admin
GP workflows, approvals, fee calculations.
API
fund admin integrations optional.
04 // DELIVERY LIFECYCLE
The strategic roadmap
Milestones and checkpoints—each phase has a clear outcome before the next begins.
Weeks 1–6: Structure locked, templates in flight.
Weeks 7–14: Sandbox closes; internal QA.
Weeks 13–20: First live investors; wire verification drills.
Weeks 19–26: Full portal; reporting cadence live.
Ongoing: New offerings; investor relations features.
05 // PRODUCT SCOPING
Choosing your path
Two engagement models—start lean and iterate, or commit to a full platform build from day one.
MVP
Speed & essentialism
Full product
Enterprise maturity
06 // PARTNERSHIP
Why work together
A single accountable partner across strategy, build, and go-live—not a revolving door of vendors.
End-to-end ownership: discovery, architecture, implementation, and launch—with clear communication and production-grade engineering.
- Discovery & alignment
- Systems that scale
- Implementation depth
- Clear comms
07 // CLARITY
Frequently asked
Software supports processes; legal review defines offering structure—we never replace counsel.
08 // MORE SOLUTIONS
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Tell me about your product goals and timeline—I'll respond with a clear path forward.