The first platform built for investment professionals.
One AI-powered platform to run your vehicles, manage your LPs, and automate your reporting.
From asset side to LP side, one platform.
Investor CRM
Centralize and segment your entire investor base.
Subscription journey
Digitize 100% of the subscription journey: KYC, suitability questionnaire, e-signature, and online payment.
Your AI agent
Available 24/7 from Manta, Slack, or Teams.
Vehicle management
Automate your capital calls, distributions, and NAV calculations.
Asset monitoring
Automatically collect data from your financed entities, whatever the underlying asset.
Investor reporting
Automate investor reporting in your branding, with your calculation methods.
Built for investment professionals
Run your vehicles, automate your LP reporting, and stay compliant.
- Digitize your clients' subscription flow, from KYC to online payment.
- Automate your capital calls and distributions.
- Generate and send your LP reporting in seconds.
- Keep your funds governed and compliant without hiring.
Management companies & fund managers
Track your clients, their subscriptions, and their documents.
- Track your LPs' positions and performance in real time.
- Give your investors a client experience that reflects your brand.
- Digitize KYC and the suitability questionnaire.
- Collect data directly from the entities you finance.
Family offices & advisors
Industrialize subscription, fundraising, and repayments, and automate your reporting.
- Digitize the investor relationship, from onboarding to repayment.
- Track every client's positions and performance.
- Launch a fundraise in minutes.
- Stay compliant without hiring.
Investment platforms (PSFP/PSI)
Move off Excel without investing in tech.
- Digitize your investors' subscription, from KYC to payment.
- Run general meetings effortlessly.
- Give your investors a space with their positions and performance.
- Collect data automatically from the entities you finance.
Investor clubs
Security
Institutional-grade security for your sensitive data
Your challenges, our mission
Take back control of your operations, your data, and your investor relationships with a platform built for institutional standards.
Reduce compliance risk.
Turn regulatory pressure into a controlled process without raising your costs.
Earn your investors' trust.
Deliver accurate, regular, transparent institutional reporting that meets market standards.
Free up time for your teams.
Automate the entire back- and middle-office value chain to scale without hiring.
Resources · FAQ
The questions teams ask us before signing.
Security, AI, compliance, pricing. The answers teams want before moving to Manta.
Discover Manta
30 minutes with a member of the team to walk through a concrete use case.