Investor portal
Give LPs self-service access to statements, capital calls, and distribution history.
Solutions / By workInvestment Management
Capital raising to distributions, in one system
Connect investor relations, fundraising, accounting, and debt tracking.
Built around investment management
01Investor portal
02Capital raise CRM
03Fund accounting
04Debt & covenant tracking
A workflow shaped like the business
Connect records, automation, approvals, and reporting without forcing the work into a generic template.
Capital raise CRM
Track prospective investors, commitments, and closings through one pipeline.
Fund accounting
Track contributions, distributions, and waterfall calculations by fund or deal.
Debt & covenant tracking
Monitor loan terms, maturities, and covenant compliance across the portfolio.
Make the work visible
Turn exceptions, handoffs, and decisions into clear operating rules the whole company can see.
Self-service investor reporting
Faster capital-raise cycles
Consolidated fund accounting
Covenant and maturity visibility
Audit-ready distribution history
One system across funds and deals
Start focused. Extend without rebuilding.
01
Model the records
Define the records and roles behind investment management.
02
Ship the workflow
Launch a focused app and refine the handoffs.
03
Automate the exceptions
Add reporting, approvals, and integrations.
What else runs on Path
01Site Selection & Location StrategyCompare markets, sites, diligence, and approvals in one system.02Due Diligence & TransactionsCoordinate requests, findings, decisions, and closing work.03Property ManagementRun daily property operations.04Portfolio & Asset PerformanceSee performance across every asset class.
Run investment management on Path
Start building now, or work with Path to shape the system around your operation.