Managing Up and DownYou're tracking dozens of underlying fund investments across PE, VC, and credit. Each provides data in different formats on different schedules. Meanwhile, your LPs expect professional quarterly reports, performance analytics, and transparent communication. Our
AI-powered data extraction processes all those varied fund reports automatically.
Vision centralizes this information for complete portfolio visibility while enabling professional investor reporting with automated compliance and performance analytics.
Complete Fund Operations
Navigator supports ongoing manager evaluation with performance benchmarking and predictive analytics to stay ahead of fund launches. Our CRM system
Pulse, manages your complex manager relationships and tracks investment pipelines. Vision handles quarterly report generation, performance tracking, and cash flow management.
DORA Compliance
DORA affects operational risk management, data integrity for investor reporting, and regulatory compliance. Vision provides comprehensive risk frameworks, validated data workflows with audit trails, incident procedures, and automated regulatory reporting.
Built by a Fund of Funds CIO
Founder Steffen served as Chief Investment Officer for a fund of fund, experiencing the challenge of managing hundreds of investments while reporting to sophisticated LPs. He never found software addressing both sides.
At Advantage Investment Partners, Steffen built internal tools that are still used today. FundFrame represents his vision for THE comprehensive tool built for LPs, by LPs.
