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01 · Funds

The entire fund back office on one system of record.

Onboard investors digitally, move capital in and out with an audit trail, and keep computations, waterfalls and shadow books current every day — not just at quarter end.

US$ 10bn+AUM administered
4,000+investors managed
3 weeks → 2 daysinvestor onboarding time
DailyNAV, not quarterly
The problem

Fund operations still run on spreadsheets and email.

Every quarter the same scramble: chase documents, rebuild the waterfall, reconcile the bank, retype numbers into statements. The cost isn't just time — it's the risk sitting inside untracked files.

Onboarding drags for weeks

KYC packs travel by email, signatures arrive out of order, and nobody can say which of nine checks is actually outstanding.

Capital events are manual

Drawdown notices are mail-merged one fund at a time, then reconciled against the bank statement by hand, line by line.

The books lag the fund

NAV, DPI and TVPI are only true on the day the close finishes — and stale for the eleven weeks that follow.

Capabilities

Three layers, one ledger.

Investors, capital management and fund accounting share the same underlying record — so a signature, a wire and a statement are all the same event seen from different angles.

Investors

Onboarding that finishes in days.

Send one link. The investor completes KYC, uploads documents and e-signs the subscription pack, while your team watches a live checklist rather than an inbox.

  • Digital KYC / AML with document capture and expiry tracking
  • E-signed subscription packs, side letters and capital commitments
  • Investor portal for statements, notices, capital account and tax documents
  • Segmented notifications and engagement history per investor
OnboardingEngagementNotifications
Capital Management

Drawdowns and distributions in clicks.

Build a capital event once, and CapHive computes each investor's share, generates the notice, sends it, and reconciles the money as it lands.

  • Pro-rata and bespoke drawdown calculations across commitments
  • Notices generated, branded and dispatched to every LP at once
  • Bank reconciliation with partial, late and over-payment handling
  • Distributions, recallable capital and return-of-capital tracking
DrawdownsDistributionsReconciliation
Fund Accounting

Books that are current every day.

A computation engine keeps NAV, capital accounts, fees and the waterfall live — so the quarterly close becomes a review, not a rebuild.

  • Daily NAV, capital accounts and investor-level statements
  • European and American waterfalls, hurdles, catch-up and carry accrual
  • Management fee, expense and offset schedules computed automatically
  • Shadow books alongside your administrator, reconciled continuously
  • Multi-currency and multi-entity ledgers in a single close
Computations & statementsWaterfallsShadow books
Multi-Entity Structures

Master, feeder, blocker, SPV — one allocation engine.

Complex fund structures shouldn't mean complex spreadsheets.

  • Multiple vehicle structures with master, feeder, blocker and SPVs need numbers to flow across vehicles for complex computations, allocations and often currency conversions
  • CapHive's powerful allocation engine truly automates them with no manual handovers
  • Helps close books accurately and faster
  • Full audit trails for each computation
Master/feederBlockers & SPVsAllocations
AI Agents

Your fund assistant, already in the data.

Ask for Fund II's DPI after the March distribution, or tell an agent to onboard a new family office — it works inside the same ledger your team does, with every action logged.

Implementation

Live on your funds in weeks.

Migration is our work, not yours. We take the spreadsheets and documents you already have and reconcile the platform back to your last audited close.

Discovery

We map your fund structures, fee terms, waterfall mechanics and reporting calendar.

Migration

Historic commitments, capital events and investor records are loaded and reconciled.

Parallel run

One close computed both ways, side by side, until the numbers agree to the last decimal.

Go live

Your team runs capital events and reporting on CapHive, with support on the same channel.

SOC 2 Type II
AES-256 at rest · TLS 1.3 in transit
ISO 27001:2022
SSO / OAuth & full audit logs
Keep going

The rest of the lifecycle.

See CapHive on your own fund data.

Book a walkthrough with our team — funds, portfolios, deals & secondaries, end to end.

or write to hello@CapHive.com