Streamline fund accounting, investor relations, distributions, and document management — with optional tokenization and secondary liquidity for your LPs.
Fund managers operating in private markets face a fragmented technology landscape: one system for investor onboarding, another for cap table management, a third for communications, and manual spreadsheet processes for NAV calculations and distribution tracking. The result is operational overhead that scales linearly with AUM, consuming resources that should be deployed on investment strategy.
Meanwhile, LPs increasingly demand real-time portfolio visibility, digital reporting, and — critically — liquidity options for their fund interests. Without a secondary market mechanism, LP capital remains locked for the full fund term, limiting your ability to attract new investors who require flexibility.
Fundraizerly provides a unified platform that consolidates every aspect of fund operations into a single, branded dashboard. From LP onboarding and KYC through NAV management, distribution automation, investor communications, and optional secondary trading — all managed under your firm's brand.
The platform's role architecture maps directly to fund structures. General Partners operate as issuers with full administrative control. Limited Partners access their dedicated investor dashboard for portfolio visibility, document signing, and trading.
Issue fund units as compliant on-chain tokens to unlock real-time cap-table visibility, automated distributions, and programmable transfer rules. Choose the blockchain network that best fits your cost and speed requirements.
Activate the built-in secondary marketplace to allow LPs to trade fund interests peer-to-peer with your approval, providing meaningful liquidity without the cost of public listing or the limitations of traditional transfer processes.
Update and publish NAV pricing across share classes with configurable calculation rules and investor notifications
Create and manage multiple share classes with distinct fee structures, redemption rules, minimum investments, and distribution waterfalls
Configure dividend and distribution logic that executes automatically based on your fund's specific terms and waterfall structure
Send targeted updates, share performance reports, and manage ongoing engagement with your LP base from a single dashboard
Issue capital calls, track commitments, and manage unfunded obligations through integrated investor workflows
Deploy domain-specific AI assistants trained on your fund's portfolio data to answer LP questions in real time, reducing support overhead
A nine-figure AUM alternative investment manager selected Fundraizerly to power its next generation of closed-end funds, using the tokenization engine on the Base Layer-2 network to issue fund units as compliant on-chain tokens with automated distributions and programmable transfer rules.
Manage an open-end fund with rolling subscriptions, configurable redemption windows, and real-time NAV tracking. Investors subscribe and redeem through your branded platform with automated settlement.
Operate multiple funds simultaneously from a single platform instance. Each fund has independent branding, investor pools, compliance rules, and share class configurations.
Eliminate the patchwork of systems by consolidating onboarding, compliance, communications, distributions, and trading into a single environment
Give your investors the real-time visibility, digital experience, and liquidity options they increasingly demand
An undisclosed asset manager selected Fundraizerly specifically for its Investor Outreach and Relationship Management modules to unlock referral-driven LP growth
Automate the administrative functions that consume your team's time, allowing you to focus resources on investment strategy and LP relationships
Your branded fund platform can be live in 4–6 weeks, not months of custom development
See how Fundraizerly can transform your operations with institutional-grade infrastructure.