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Function map

Everything an investment firm does, from sourcing to fund accounting. Coverage grows daily.

Invest

Thesis and market researchMarket maps, theme tracking, expert callsA1 · 13 use casesAlphaSenseTegusHebbiaRogoBrightwaveFintool
Sourcing and originationSignal tracking, inbound triage, teasers, divestiture scansA2 · 5 use casesBigdata.comAccernKoyfinBloomberg TerminalTikrStockanalysis
Screening and evaluationDeck review, CIM screening, scoringA3 · 9 use casesHebbiaRogoBoosted.aiAuquanClaude for Financial ServicesChatGPT
Due diligenceCommercial, financial, tech and operational diligence (deal-level legal work: see A13)A4 · 8 use casesDassetiV7 GoKeyeDatasiteDealRoom (M&A)Ansarada
Legal diligenceContract and data-room review, LPA and side-letter review, DDQs, regulatory and litigation checks on targetsA13 · 6 use casesDassetiV7 GoDatasiteAnsaradaKiraLuminance
Modeling and valuationLBO, comps, DCF, earnings modelsA5 · 4 use casesDaloopaMosaicMacabacusShortcutEndexEnodo
IC memo and decisionMemo drafting, IC Q&A prep, coherence checksA6 · 1 use caseHebbiaRogoBoosted.aiAuquanClaude for Financial ServicesChatGPT
Execution and closingTerm sheets, closing flows of funds, signaturesA7 · use cases coming soon
Trading and executionOrder mgmt, algos, rebalancingA8 · 1 use caseTickeronTrade IdeasTrendSpiderComposerQuantConnectNumerai
Portfolio monitoringKPI collection, news, hiring signalsA9 · 2 use casesMagnifiPortfolioPilotWealthfrontBettermentVisibleStandard Metrics
Value creation / platformTalent for portcos, BD intros, operating playbooksA10 · 2 use cases
ExitsSecondaries, M&A prep, IPO readinessA11 · 1 use case
Manager selection (LP/FO)GP diligence, DDQ, track recordA12 · 4 use casesCanoeArchJuniper SquareLong Angle

Run the firm

Fund accounting and NAVBooks and records, NAV, accruals, financial statements, auditB1 · 3 use casesCartaAngelListFundCountFundPanelFundGuardAllvue
Capital calls, distributions, waterfallsNotices (ILPA template), carry, clawback, unfunded trackingB2 · 2 use casesCartaAngelListFundCountFundPanelFundGuardAllvue
LP reportingQuarterly reports, PCAPs, ILPA Reporting Template, fee/expense transparencyB3 · 2 use casesCanoeArchJuniper SquareDynamo SoftwareEddaDocSend
Investor relations and fundraisingLP CRM, data room, DDQs, RFPs, investor onboarding/KYCB4 · 2 use casesAffinityAttioDealCloud4DegreesAltviaTaghash
Treasury and cashCash forecasting, sub lines, FX, wires, margin/collateral (HF)B5 · 1 use caseRampBrexRilletPuzzleBill
Trade ops and reconciliationConfirms, settlement, corporate actions, cash/position recsB6 · use cases coming soon
Valuation and riskValuation policy, Level 3 marks, risk limits, performance analyticsB7 · 2 use casesLimnaWondeur AI
TaxK-1s, entity tax, estimates, structuringB8 · 1 use caseHolistiplaneMoney
Compliance and regulatoryCompliance manual, annual review, code of ethics, personal trading, marketing rule review, books and records, Form ADV/PF, custodyB9 · 1 use caseVantaSmarshComplySciHadriusPassthrough
Legal and documentsThe firm's own legal work: fund formation and its own LPAs/side letters, NDAs, vendor and service contracts, entity management (deal-level legal diligence: see A13)B10 · 3 use casesSpellbookIroncladDocuSignLegora
Management company financeBudgeting, expense mgmt, AP, mgmt fee P&LB11 · use cases coming soonRampBrexRilletPuzzleBill
Talent and recruitingFirm hiring, analyst programs, comp, portco talentB12 · 3 use casesGemAshbyJuiceboxGetroConsider
Marketing, brand, contentNewsletters, social, events, website, communityB13 · 1 use caseCanvaTypefullyDescriptGamma
Knowledge and internal opsInstitutional memory, meeting notes, email triage, calendarsB14 · 13 use casesGranolaFirefliesOtterWispr FlowSuperhumanNotion
Technology, data, securityData infrastructure, vendor mgmt, cybersecurityB15 · 4 use casesZapiern8nTaskletRipplingGlean
Vendor/administrator oversightAdmin SLAs, audit, service provider due diligenceB16 · 1 use case

Family office

Consolidated wealth reportingMulti-custodian aggregation, alternatives, entity viewC1 · 4 use casesMagnifiPortfolioPilotWealthfrontBettermentVisibleStandard Metrics
Bill pay and household accountingInvoice approval, payment controlsC2 · use cases coming soon
Trusts, estates, successionTrust admin, document custodyC3 · use cases coming soon
Family governance and educationFamily council, charters, next-genC4 · use cases coming soon
PhilanthropyGrants, foundation adminC5 · use cases coming soon
Lifestyle, property, risk/insuranceResidences, art, travel, insuranceC6 · 2 use casesWinston Artory GroupARTDAICollector SystemsArtwork ArchiveCove
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