A connected platform for the full investment operations lifecycle
Each part of Prism solves a distinct operational problem, but the value compounds when every area shares the same data model, permission model, tenant configuration and audit trail.
The core product areas
A connected platform for the full investment operations lifecycle
Each part of Prism solves a distinct operational problem, but the value compounds when every area shares the same data model, permission model, tenant configuration and audit trail.
Portfolio
Portfolio management
Track funds, assets, valuations, exposure, performance indicators, capital activity and portfolio context in one structured environment.
- Fund and portfolio dashboards
- NAV, commitment and distribution context
- TVPI, DPI, RVPI and performance indicators
- Exposure, vintage and currency views
- FX-aware reporting context
Dashboard
Widget dashboard
Use configurable widgets to monitor portfolio activity, workflow status, approvals, reporting readiness and operational context from one workspace.
- Configurable dashboard widgets
- Portfolio and workflow visibility
- Operational status views
- Approval and report context
- Presentation-friendly monitoring
Deal Flow
Deal flow and investor pipeline
Manage opportunities, investor interest, pipeline activity and relationship-driven workflows with structured records and linked context.
- Deal and investor pipeline tracking
- Stage-based workflow visibility
- Linked contacts and organisations
- Documents and review context
- Approval gates where required
CRM
CRM and relationships
A fund-management CRM for LPs, GPs, organisations, contacts, affiliations, funds, documents and relationship history.
- LP, GP, organisation and contact records
- Affiliations and relationship mapping
- Commitment and investor context
- Custom fields for tenant-specific data models
- Bulk CSV import with field mapping
Reporting
Reporting
Create repeatable report packs, investor updates, internal reviews and export-ready outputs from governed operating data.
- Reusable report templates
- Report packs and section types
- PDF, CSV and XLSX outputs
- Report history and previews
- Approval and audit context
AI
AI assistance
Use controlled AI support for document extraction, commentary drafting, portfolio analysis and operational review with human approval.
- AI-assisted document extraction
- Report commentary drafting
- Portfolio assistant workflows
- Tenant-level AI governance
- Usage controls and auditability
Investor Portal
Investor portal
Give LPs a dedicated portal experience scoped to investor, fund and document access rules configured by the fund manager.
- Read-only LP portal access
- LP-scoped fund and document visibility
- Published document controls
- Watermarked downloads where enabled
- Portal document access audit trail
Approvals
Approvals and governance
Enforce review gates for sensitive workflows and keep an evidence trail across approvals, documents, reporting and operational changes.
- Configurable approval workflows
- Role-based sign-off paths
- Separation of duties
- Delegation support where configured
- Approval decisions in the audit trail
Integrations
Integrations and data exchange
Connect Prism to surrounding finance, accounting, reporting and data workflows through imports, exports, API ingest, webhooks and BI-friendly data pathways.
- Bulk CSV import and field mapping
- CSV, XLSX, PDF and report exports
- BI-compatible export pathways
- Outbound webhooks
- API-key ingest for controlled data flows
Branding
Tenant branding and white labelling
Apply tenant-level branding across the platform, investor portal, login experience and reporting outputs where configured.
- Tenant logos and colour settings
- Investor portal branding
- Branded report outputs
- White-labelled stakeholder experience
- Firm-specific presentation controls
Deployment
Deployment options
Use managed Prism Cloud, or discuss standalone private deployment for organisations that need local, private cloud or customer-controlled environments.
- Managed Prism Cloud
- Private deployment discussions
- Customer-controlled environments
- Security and procurement review support
- Deployment scope handled separately
BUYER RESOURCES
What buyers can check before a sales call
Use these public materials to review Prism before committing time to a formal sales process.
Open the live demo | Check pricing | Review trust material | Understand rollout | Compare alternatives
Evaluate Prism by operating model
More operating workflow evaluations
More portfolio and CRM evaluations
Deployment and buyer confidence
BUYER RESOURCES
Buyer resources
Evaluate Prism beyond feature lists with practical pages for deployment, migration, implementation and fit.
Self-hosted deployment
Run Prism as a private instance when data residency or procurement requires it.
Migration from legacy systems
Plan what to migrate, what to archive and how to validate records.
Cost of manual operations
Understand where spreadsheet, email and document handoffs create hidden cost.
Evaluation checklist
Use the implementation checklist to compare requirements, rollout risk, controls and operational readiness.