Use case
Private and alternative investments on the fund
Donors recommend allocations. Your advisors stay in place. Mission Control records the position next to the cash balance.
PRI and MRI programs
Track program-related and mission-related investments: principal, rate, term, and when each one matures.
Invested amounts on the reconciliation
Upload a statement and see cash, what is invested, and which funds have never been reconciled.
Private investments you track
Record venture positions — the company, the round, and how much is invested — next to the rest of the program.
Runs in Mission Control. Where your team runs funds, requests, diligence, and the organizations you support.
Put private and alternative positions on the fund
See how recommendations and invested balances show up next to the rest of the program.