Calm command of every LP.

One stateful pipeline per LP, per fund. Commitments, documents, and wires never live in an inbox again — and the board always shows exactly who you’re waiting on.

See it on your raise

Built by and for real-estate private equity — with a GP, on a live raise. A 20-minute walkthrough on your numbers.

Crestline Industrial II UPDATED 09:41 ET
Target
$5,000,000
Committed
$3,600,000
Needed
$1,400,000
Invited2
Thomas Whitfield
$150,000
Elaine Porter
$100,000
Committed2
Robert & Susan Hale
$500,000
Marcus Webb
$250,000
1
Patricia Lang
$400,000
Approved1
David Okafor
$350,000
Partially Funded1
Linda Tran
$750,000
$390K of $750K
Funded2
Margaret Chen
$600,000
Harold Simmons
$750,000
40+
hours returned per raise
6–8 → 1
tools consolidated
0
spreadsheets to reconcile

WHAT A RAISE COSTS YOU TODAY

  • The inbox — invitation threads, packet chasers, wire confirmations, all unsearchable next quarter.
  • The bank tab — refreshed daily to see whose wire landed, then re‑keyed into a sheet.
  • The e‑sign portal — Sent, Viewed, Completed, checked by hand. Most subscription docs bounce on first submission; corrections eat the week before a close.
  • The spreadsheet — the master record everyone edits and nobody trusts.

Here, the packet builds itself from the record — so it can’t bounce. And the automations you’d want are enterprise‑gated in tools you already pay for. FA ships them on day one.

BEFORE A CLOSE

Wires get chased for you.

Awaiting Capital is one list of who still owes, how much, and for how long. Polite nudges go out on a schedule, so you never write the awkward email.

Compliance is tracked apart from money.

W-9 and bank authorization are collected at funding and flagged when they’re missing. Expiring details are re-collected before your first distribution needs them.

One feed when an LP calls.

Every status change, document, and email on one timeline — whether it happened here or in your inbox.

The record files itself.

Executed packets land in your Drive, foldered by fund and LP. The audit trail is a byproduct, not a project.

PURPOSE-BUILT FOR REPE

The operations stack for real-estate private equity GPs, light where the old tools were heavy.

  • Close capital faster — streamlined onboarding and automated subscription flows.
  • Automate fund operations end‑to‑end — from invitation to funded, the workflow runs itself.
  • Deliver a best‑in‑class investor experience — one that makes raising capital a repeatable, scalable motion.

Built for speed, clarity, and scale — so GPs can focus on doing deals, not admin.

FROM A LIVE RAISE

“Simple, streamlined, easy to navigate. Our older investors got through it quickly — no hand-holding.”

— Founding customer, a GP on a live industrial raise

PRICING

Flat monthly. Every fund, every LP. No AUM tax.

One number on the invoice. It doesn’t grow because your raise did.

See your raise on one board.

See it on your raise

Built by and for real-estate private equity — with a GP, on a live raise. A 20-minute walkthrough on your numbers.