Emerging managers
Emerging manager stack without Allvue pricing
Fund register, LP commitments, capital calls, investor portal, and portfolio reporting, Emerging Manager bundle on secondri cloud SaaS.
Overview
Growing GPs hit an ops cliff
First fund on spreadsheets. Second fund adds LP questions. Third fund demands portal access and timely capital call notices. Legacy enterprise systems price out teams still proving strategy.
Overview
Emerging Manager bundle
secondri combines Fund administration, Investor portal, and Portfolio modules. LPs self-serve; ops runs calls and distributions with ILPA-lite exports and quarterly pack generation.
- Funds with DPI, RVPI, TVPI tracking
- LP portal with capital call pay workflow
- Portfolio holdings with Carta CSV import
- Quarterly pack export for LP reporting
Recommended modules
Funds
Vehicle register and performance metrics.
LP commitments
Commitment and call tracking.
Investor portal
Branded LP self-service.
Portfolio
Holdings and exposure analytics.
Capital calls
Batch notices and wire confirmation loop.
Tax & statements
Document delivery to portal.
Fund ops cadence
- 01
Onboard
Load funds, commitments, and holdings.
- 02
Operate
Issue calls and distributions from batches.
- 03
Serve LPs
Portal access to statements and documents.
- 04
Report
Export quarterly packs and metrics.
Fund administration features
See capital call workflow and LP commitment management in detail.
Fund administrationCloud
Delivery
Multi-tenant
Architecture
API-ready
Integrations
SOC2-ready
Posture
Frequently asked questions
- Is Emerging managers included in every secondri deployment?
- Module access depends on your package. Broker Stack teams typically enable trading, deals, and compliance together; Emerging Manager packages emphasize fund admin and the investor portal. Contact sales to map modules to your organization.
- How long does implementation take?
- Most teams begin with core workflows in days, then expand modules and integrations over subsequent sprints. We provide implementation playbooks and training for desk, ops, and IT stakeholders.
- Can we integrate with our existing OMS or CRM?
- Yes. secondri exposes REST APIs, webhooks, and CSV exports so you can sync orders, counterparties, and reporting outputs without a rip-and-replace project.
- Is secondri multi-tenant cloud SaaS?
- secondri is purpose-built as multi-tenant cloud software with tenant isolation, role-based access, and optional SSO for enterprise programs.
See secondri in action
Walk through a sample environment with your workflows, compliance checks, and reporting needs. Our team will tailor the demo to your desk or fund operations model.