Core Modules

Every module is connected. No duplicated truth. No disconnected workflows. No guessing.

Group Structure Manager

Create and manage the full legal and operational structure of the group, including ownership chains, entity roles and reporting relationships.

Investor CRM and Onboarding

Track investor relationships from first contact through onboarding, approval, active holdings and ongoing reviews.

KYC / AML Centre

Run investor and entity verification workflows with document collection, risk reviews and evidence logs.

Capital Engine

Manage commitments, subscriptions, receipts, allocations and deployment pathways across TopCo, pooled and direct models.

Deal Room and Fundraising

Run live raises, manage investor access, share documents and control the diligence process from one place.

Cap Table Manager

Maintain accurate shareholdings, instruments, transfers, dilution and ownership visibility for every entity.

Phantom Option Engine

Issue, track and report phantom grants, vesting schedules and payout scenarios without losing control.

Entity Workspaces

Give each asset or company its own operational area for financials, agreements, documents, forecasts and users.

Intercompany Engine

Track service charges, recharges, licences, royalty logic, internal invoices and eliminations.

Accounting Core

Run the group on a structured ledger with journals, close controls, reporting mappings and audit history.

Reporting & Forecasting

Build consolidated and entity-level reporting packs, cashflow forecasts and scenario models.

Governance Centre

Handle approvals, board resolutions, sign-offs, decision logs and delegated authority.