Our best-in-class technology is unmatched. We are not burdened by legacy technology. We built our technology platform with both investors and fund managers in mind. From initial engagement to investor onboarding to dynamic reporting, Socium delivers a unique experience in an integrated, secure, cloud-based application.
A tech-based solution that delivers
operational efficiency + delights investors
Our technology platform allows asset managers to compete and differentiate themselves with allocators and investors. Our tech provides fund managers and investors the speed to insight they require with a unique end-to-end experience giving them support, access and transparency in a single platform.
Our experienced team uses best-in-class systems to manage the accounting nuances of closed and open-ended fund structures, eliminating the reliance on spreadsheets.
NAV Calculation Engine
NAV calculations can be complex. Our systems automate many of the processes enabling us to deliver timely and accurate reporting.
Waterfall Calculation Model
We leverage cutting edge technology to automate waterfall calculations, creating efficiencies and delivering transparency to GPs and LPs.
accessible | intuitive | built for growth
Simplify the fundraising process
Engage with investors from the start.
Leverage our integrated CRM and Virtual Data Room to raise your next fund in a controlled environment designed to engage potential investors.
Streamline investor onboarding
Instill investor confidence with a smooth onboarding experience
Automate the investor onboarding process using your digitized subscription agreement. Our tech guides investors through the process to capture the required information accurately and efficiently ensuring the documents completeness.
Provide investors with actionable insight
Place information investors demand at their fingertips with a fully customizable LP portal. Investors can view their portfolio and individual capital account statements, investor letters and other reports in a centralized location.
Our institutional-grade technology solution
checks all the boxes
- Straight Through Processing
- Secure Data Encryption
- Cloud-Based Platform
- On-Demand Access
- ILPA Template Compliant
- Cybersecurity Compliant
- GDPR Compliance