Your clients, Private Investment.

You describe what you want to hold — and how. A venture or PE fund, a direct stake, a club deal, a co-invest ticket, private credit, a building, a secondary, an evergreen. In your name (HNWI), through a holding (family office), or in the company's name (CVC, M&A, treasury). Universe, ticket size, geographies, sectors, horizon, liquidity, accepted vehicles: fund, SPV, NewCo, subscription, JV. The rest of the software calibrates to this thesis. Anything outside the mandate does not enter.

A GP raising, a company to take directly, a club forming, a fund interest to buy on the secondary, a credit to arrange, a real-estate or infrastructure asset: each opportunity appears only if it fits the mandate. Sourcing is not a generic feed. It is the thesis, applied to origination.

Personalised scoring against your criteria: ticket, dilution, leverage, duration, GP or management quality, sector fit, liquidity. A fund, a co-invest, a direct, a mezzanine, a core+, a secondary: the same grid, set by the thesis. Outside the mandate, it drops. In one click, not a committee to sort.

The memo says why this opportunity fits the mandate — and where it departs. Fund subscription, co-invest alongside a GP, equity stake, club deal, credit, real estate, secondary: the same exercise, the content changes. It serves you, the IC, the family office or the company board.

GP, founder, seller, arranger, another family office in the club, the target's CFO: the software identifies who decides and runs a personalised contact sequence. It is not the same message for a fund close and for an SPV to stand up with others, nor for a CVC entering the cap table.

Sometimes you simply subscribe to the fund. Sometimes you stand up an SPV — solo, club, or co-invest sidecar. Sometimes it is the family holding, the group's NewCo, a JV, an ESOP, a unitranche. Structuring is an option of the deal you kept, not a forced step of every deal. The software offers it when the mandate and the opportunity require it.

Origination → qualification → memo → IC → close. A fund commit, an SPV being stood up, a direct being negotiated, a secondary unwinding, a credit being documented: each row has its type, its vehicle, its status. Calibrated to the thesis, this is not a generic CRM.

New deals that match the thesis, decision-maker replies, SPVs being stood up, capital calls, declines, exceptions. A same-day digest, not an export to rework.

What was decided, what slipped, what should not have entered. Funds, directs, credit, real estate, club: the same review, with departures from the thesis. It is the week's committee, already prepared.