Sponsors & GPs
Set up your firm, raise capital, run distributions, and manage banking.
Getting startedSet up your workspace, invite your team, and add your holdings.6 articlesCRMManage contacts and investing entities, log activity, and send communications.4 articlesFundraisingCreate fundraises, configure investor pages, and manage your pipeline.6 articlesDistributionsCreate, edit, finalize, and send distribution notices.4 articlesBanking & paymentsSet up banking and make payments to investors.3 articlesInvestor reportingSend investor reports, run exports, and understand cash-flow figures.3 articlesDocument centerUpload, organize, and manage signed agreements.2 articlesInvestor portalConfigure the portal your investors see.1 articleNeo AIAsk Neo about your data, draft work, and get things done — confirmation first.No articles yet