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Internal Tools Platform
Sand Point
Capital Partners
Portfolio Management
Asset Management
Run the waterfall, track pref, and issue investor statements. Entities, fees and deal-level asset management live here too.
Distributions
Waterfall
Statements
TIC
Open
Deal Sourcing & Relationships
Acquisitions
Where deals come from. Map, broker relationships and the live deal pipeline.
Market Intel
HubSpot Sync
Deal Pipeline
Open
Document Control & Workflows
Documents & Collaboration
Review source clauses, link existing Egnyte files to multiple records, build packages, and reconcile updates.
Document Register
Evidence
Audit & Restore
Open