Workflows
Capital raising to distributions, in one system
An investor portal, capital-raise CRM, fund accounting, and debt tracking — connected instead of stitched together.
Build surface
A workflow shaped like the business
Each page combines the core records, automations, and reporting loops this team needs to operate without patchwork tools.
Investor Portal
Give LPs self-service access to statements, capital calls, and distribution history.
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.
Outcomes
The messy parts become a map
Path turns the everyday exceptions, handoffs, and follow-ups into visible operating rules your team can trust.
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
Implementation rhythm
Start focused, then extend without rebuilding
Launch the first useful workflow quickly, learn from real operators, and keep adding modules as the team standardizes on Path.
Model the records
Define the objects, roles, and statuses that make investment management work.
Ship the workflow
Put a focused app in front of users and tune the handoffs around real behavior.
Automate the exceptions
Add reporting, alerts, approvals, and integrations once the path is clear.
More workflows
What else runs on Path
Connected systems