Multi-party collaboration

A collaborative platform uniting LPs, GPs, and service partners. Streamline workflows, communications, and approvals across all parties involved in your private capital operations.

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Siloed communication slows down private capital

Managing private capital means managing complexity with GPs, LPs, custodians, and other stakeholders all working from different systems and inboxes. Key processes like capital calls, data submissions, or report approvals often rely on manual emails, scattered files, and unclear responsibilities. This fragmented approach creates delays, version confusion, and missed updates. Without a shared environment, collaboration becomes inefficient and risky, leading to slower decisions and strained relationships across the investment chain.

Collaboration that moves capital, not just conversations

AssetMetrix multi-party collaboration transforms fragmented processes into secure, streamlined workflows across all stakeholders. Instead of juggling spreadsheets and email threads, you get a single platform where tasks, documents, and data are tracked in real time. Users can submit information directly, approvals happen in-platform, and all actions are logged with audit trails. With automated alerts and clear permissions, everyone stays aligned, reducing manual errors, response times, and operational risk. Whether it’s coordinating capital calls or collecting ESG reports, AssetMetrix helps your team and partners work faster, smarter, and with complete confidence.

One platform. Transparent processes. Better results.

Automate the chaos, structure the process
Replace manual email-driven processes with structured workflows. AssetMetrix coordinates multi-step tasks like capital calls, fund closings, or compliance checks across all participants. Each person’s step is clearly defined and tracked, nothing falls through the cracks, and you always know the status of in-flight processes.
One space, one version, zero confusion
Bring GPs, LPs, and service providers onto one platform. It allows for any business workflow to be digitalised. Your team and external partners can comment, review, and approve within the portal, eliminating back-and-forth emails.
Built-in audit trails. No surprises.
Every action, a document upload, an approval, a data change, is logged with user and timestamp. This audit trail builds trust and makes audits or due diligence easier. Stakeholders have appropriate visibility, managers can see progress on deliverables. Automated alerts and reminders keep the momentum, politely nudging when something needs attention.
Reduce operational risk
No more relying on attached spreadsheets or copy-paste data transfer between systems. By having data flow directly through the platform and involving all parties in one system, you minimize errors from manual re-entry. Permission controls ensure data confidentiality, while the platform’s secure environment means sensitive communications aren’t sitting in email inboxes.

Integrated workflow engine

Digitize approval processes and tasks. For example, capital call notices are reviewed and approved through a configurable workflow in the platform, with designated roles and four-eyes checks. Workflows are tailored to your governance, ensuring compliance and speed.

Collaborative document management

Use the portal as a shared document vault where GPs, LPs, and your team access the latest files. Uploads are instantaneously available to those with permissions, no delays or lost emails. Every document is tied to its relevant fund/investor and version-controlled for consistency.

GP & external party access

Involve outside parties securely. Grant fund managers or advisors limited portal access to contribute data or retrieve information, rather than sending files via email. This bi-directional exchange means everyone works off the same platform, improving accuracy and timeliness.

Automated notifications & escalations

The system keeps everyone on schedule. It sends notifications when a task is assigned or a document is ready for review, and can escalate if deadlines are missed. This automation reduces the need for manual follow-up and ensures processes keep moving.

Holistic audit trail

Every interaction is recorded. You can easily audit who did what and when, from a GP submitting data to an internal approval. This transparency not only aids compliance but also streamlines troubleshooting (e.g., quickly pinpoint where a delay occurred).

Integrated workflow engine

Digitize approval processes and tasks. For example, capital call notices are reviewed and approved through a configurable workflow in the platform, with designated roles and four-eyes checks. Workflows are tailored to your governance, ensuring compliance and speed.

Discover more

Digitize approval processes and tasks. For example, capital call notices are reviewed and approved through a configurable workflow in the platform, with designated roles and four-eyes checks. Workflows are tailored to your governance, ensuring compliance and speed.
Collaborative document management

Use the portal as a shared document vault where GPs, LPs, and your team access the latest files. Uploads are instantaneously available to those with permissions, no delays or lost emails. Every document is tied to its relevant fund/investor and version-controlled for consistency.

Use the portal as a shared document vault where GPs, LPs, and your team access the latest files. Uploads are instantaneously available to those with permissions, no delays or lost emails. Every document is tied to its relevant fund/investor and version-controlled for consistency.
GP & external party access

Involve outside parties securely. Grant fund managers or advisors limited portal access to contribute data or retrieve information, rather than sending files via email. This bi-directional exchange means everyone works off the same platform, improving accuracy and timeliness.

Involve outside parties securely. Grant fund managers or advisors limited portal access to contribute data or retrieve information, rather than sending files via email. This bi-directional exchange means everyone works off the same platform, improving accuracy and timeliness.
Automated notifications & escalations

The system keeps everyone on schedule. It sends notifications when a task is assigned or a document is ready for review, and can escalate if deadlines are missed. This automation reduces the need for manual follow-up and ensures processes keep moving.

The system keeps everyone on schedule. It sends notifications when a task is assigned or a document is ready for review, and can escalate if deadlines are missed. This automation reduces the need for manual follow-up and ensures processes keep moving.
Holistic audit trail

Every interaction is recorded. You can easily audit who did what and when, from a GP submitting data to an internal approval. This transparency not only aids compliance but also streamlines troubleshooting (e.g., quickly pinpoint where a delay occurred).

Every interaction is recorded. You can easily audit who did what and when, from a GP submitting data to an internal approval. This transparency not only aids compliance but also streamlines troubleshooting (e.g., quickly pinpoint where a delay occurred).