One platform for your entire workflow, from origination through execution

Connect contacts, companies, funds, properties and other counterparties through the roles and relationships between them, building a structured view of who your firm knows and how they are connected.

Sync emails and calendar events from Outlook and connect communications, meetings, tasks and activity to relationships, deals, fundraising and sales campaigns, giving teams and ALF the full operating context.

Govern external access from the CRM and segment contacts by type, mandate, interest, geography, engagement or other firm-defined criteria.

Create, assign and track tasks and activities against the relevant contact, company, deal or campaign record.

Control read, upload, download and edit permissions at folder and file level, with watermarking, embedded NDAs, configurable access and complete audit trails across views, downloads and permission changes.

Collaborate with internal teams and external participants through room-level and file-level communication, with engagement heat maps showing who viewed each document, which pages they read and how long they spent at document and page level.

ALF analyzes CIMs, financial models, legal agreements and diligence materials using your firm’s guidelines, skills and playbooks to extract information, flag potential risks and surface questions for review.

Deploy branded deal rooms under your firm’s identity for deals, mandates, fundraising processes and other controlled document-sharing workflows.

Track deals from sourcing through close with configurable stages, priorities and investment committee milestones.

Configure deal forms, due diligence workflows, stages and owners around the requirements of your firm or each deal type.

Coordinate deal teams, counterparties, responsibilities, approvals, deadlines and activity, with connected VDR access when required.

Execute your firm’s playbook with AI skills configured for market research, deal intelligence, communication history, financial modeling, due diligence, IC memos, presentation drafting and other deal-specific workflows.

Configure a branded environment where selected deals and investment opportunities can be presented under your firm’s identity.

Segment contacts, investors and buyers by type, mandate, interest, geography or other CRM criteria, then share opportunity information with selected groups or larger audiences in a single workflow.

Move interested investors or buyers directly into the relevant fundraising or asset-sale workflow, preserving their engagement and relationship context.

List selected opportunities in FinBursa Access when you want to extend discovery beyond existing relationships.

Track outreach, engagement, commitments or bids, follow-ups and activity across fundraising and asset-sale processes, with ALF surfacing engagement signals and follow-up priorities.

Coordinate subscription, documentation, signatures, KYC and closing activity through structured workflows.

Connect VDR workflows directly to fundraising for document sharing, diligence, Q&A and collaboration with investors, buyers and other stakeholders.

Track commitments, soft circles and bids through close, with activity and reporting connected to the relevant campaign and relationship.

Bring investor profile, identity and AML information into a structured onboarding workflow connected to the underlying investor record.

Track commitments, positions, contributions, distributions, cash flows and other capital activity across investors and investments.

Give investors a clear view of fund and investment information, including commitments, capital activity, performance, reports, statements and relevant portfolio metrics.

Deliver capital calls, distribution notices, fund updates and other investor communications directly through your branded portal.