Investment Management

Capital raising to distributions, in one system

Connect capital, investors, accounting, and debt.

Investment Management operations workflow

Built around investment management

Built around your workflow.

01

Investor portal

Give LPs self-service access to statements, capital calls, and distribution history.

02

Capital raise CRM

Track prospective investors, commitments, and closings through one pipeline.

03

Fund accounting

Track contributions, distributions, and waterfall calculations by fund or deal.

04

Debt & covenant tracking

Monitor loan terms, maturities, and covenant compliance across the portfolio.

Make the work visible

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

Run investment management on Path