Get in touch
Tools directory

Allocator

Pioneering Investment Intelligence, Streamlining Asset Management.

Front Office
in the fund
1
use case
5
integrations

Allocator serves as a vital intelligence platform specifically crafted for LP investors involved with closed-ended funds. It revolutionizes the data management aspect of investment by offering features such as automated data gathering, data standardization, and a unified repository for all fund documentation and intelligence. As a tool, it eradicates the manual error-prone data entry process and provides a secure and continuously updated platform for easy analysis and monitoring of investments at both fund and portfolio levels. With over 600 allocators utilizing the platform, it oversees approximately $700bn in invested assets, presenting tailored reporting solutions and facilitating seamless integration into existing workflows.

Building the stack for your fund?

We run programs, capital and corporate access across 30+ markets — and use this stack ourselves.