Custom software case study
TidalCap is a secure, white-label LP/GP portal that gives investors direct access to portfolio performance and documents while giving account representatives and firm leadership the tools to manage the relationship at scale.
The problem
Managing investor relationships across funds creates a steady stream of document requests, performance questions, distribution notices, and quarterly reporting work. Handling those requests manually puts the investor-relations team between investors and information that should already be available to them.
The firm needed one system that could serve three distinct user groups without exposing information across accounts: investors, account representatives, and administrators.
The build
What it replaced
Tell us what your current tools cannot handle. We'll help define what should be built.
