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Investor Pointe Solutions Overview

Integrated solutions for the investor lifecycle.

Each solution solves a specific challenge in private markets, combining our technology and specialized services into one tailored experience. Use one, or combine several across the lifecycle.

SOLUTION SUITE

Designed to address the problem you're solving.

Each solution stands on its own and works alongside the others. Start where you are, expand when you're ready.

1
Distribution Enablement
The engine that powers your distribution.
Reach more qualified investors and raise capital faster with a curated marketplace that connects every product to the channels and investors most likely to commit.
2
Investor Engagement
One portal for every investor touchpoint.

Convert more commitments with a branded, frictionless experience for onboarding, communications, and reporting, which builds the trust that retains investors.

3
Portfolio Management
One view of what drives your returns.

Protect and improve returns with a continuously updated view that shows what drives performance and lets managers act in real time.

4
Agentic Data & Intelligence
Connected data, optimized for every decision.

Make faster, better-informed decisions as AI models turn your optimized data into clear, on-demand insight for managers and investors.

high-touch services flexible to your needs

From self-serve to fully managed.

Every solution runs at the level that fits your organization: your team, ours, or somewhere in between. The right level depends on your size, your processes, and how much of the operating work you want to own.

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Self-serve

Your Team Operates the Platform

We handle onboarding, training, and ongoing support, while day-to-day execution stays with your team. Best for teams with the bandwidth and expertise to run their own operations.
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CO-MANAGED
 Both Teams Share Operations
 
You own strategy and investor relationships; we handle fund operations, onboarding, KYC/AML, and reporting cycles.  Best for teams scaling faster than they can hire.
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Fully Managed

Our Team Operates the Platform

You stay focused on performance and investor relationships, while we run institutional-grade operations end-to-end. Best for firms that want scale without an institutional-sized back office.

common pathways

Quick Start. Here's how others begin. 

Most clients start with the solution that matches where they are in their own fund lifecycle, then expand into the others as they grow.

Find your starting point:

faqs

Questions and answers about our solutions.

Quick answers to the questions we hear most. For anything else, our team is one click away

  • No. Start with one, combine several, or use the full suite. Each solution stands on its own and works alongside the others.
  • No. The platform can be operated entirely by your team or with our services available if and when you want them. Many clients start self-serve and add services later as their volume grows, or use services in some areas (like investor onboarding) while running others in-house.
  • Yes. Every solution is tailored during onboarding to fit your existing systems, jurisdictions, and workflows. Our specialist team handles the configuration.
  • Most solutions are operational in under 4 weeks. More complex configurations or multi-solution rollouts take longer; our team will give you a specific timeline during the discovery conversation.
  • Pricing is modular by solution and scoped to your operating model. Talk to our team for a tailored proposal.

 

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Let's start the conversation.


Talk with our team about how the Investor Pointe platform and services support your operating model, your investors, and your stage of growth.

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