Build your fund on a foundation that scales

Small team? No problem! FundStudio gives emerging managers the same institutional-grade ledger, portfolio compliance engine, and allocator-ready reporting trusted by large funds—delivered through a cloud platform that scales with your strategy, not your overhead.

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WHY IT MATTERS

The first steps are the hardest

In the early stages of a fund, every decision has long-term implications. Delays in setup, fragmented systems, and manual processes can hinder growth and investor trust. FundStudio addresses these challenges head-on.

Operational setup takes too long

Waiting weeks for infrastructure kills momentum. FundStudio helps you go live in days — not months — with intuitive no-code tools and fast onboarding.

  • No-code onboarding spins up fund accounts in hours.
  • Integrates primes, custodians, and market‑data feeds via pre‑built APIs.
  • Zero internal server resources required - fully browser based.

Investors expect reporting on day one

Allocators want transparency from the start. FundStudio includes investor-grade reports, NAV snapshots, and audit trails — out of the box.

  • Allocator-ready data: shadow NAV, exposure, consolidated orders.
  • Real-time NAV & P&L performance snapshots.
  • Immutable audit trail down to tax‑lot.

Investment compliance is unforgiving

Mandate breaches erode allocator confidence and invite fee haircuts. FundStudio automates portfolio-level compliance so you can stay focused on alpha.

  • Pre- & post-trade rule engine for position limits, leverage caps, and liquidity thresholds
  • Role-based permissions with four-eye approvals
  • Real-time breach alerts and data-integrity checks
Tools to Take Off

The right tools to launch, grow, and impress

When you’re just starting out, every decision matters. FundStudio gives emerging managers the operational edge to move faster, appear stronger, and stay in control.

🔧 Launch-Ready Infrastructure

Start fast. No code. No bottlenecks.

Set up operations in days, not months — with intuitive, no-code tools and seamless custodian integration.

  • Fund + entity creation
  • Prime/custodian connectivity (FIX / API / Uploads)
  • Live cash management, ledger & tax‑lot engine
🧾 Allocator-Ready Reporting

Build trust from day one

Deliver professional-grade reports to investors and regulators — without extra systems or manual effort.

  • Shadow NAV, exposure, and P&L tear sheets auto‑populated
  • GIPS‑ready return series (daily → ITD)
  • Drag‑and‑drop report writer & Top‑N pivot engine
☁️ Cloud-Native Flexibility

Run your fund from anywhere

Access your data, workflows, and reports securely — anytime, on any device.

  • Secure browser-based platform
  • Spreadsheet integration
  • Secure multi-device access
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Confidence from Day One

Launch with clarity, not confusion

When you’re launching a fund, there’s no room for trial and error. FundStudio equips you with the guidance, structure, and tools to move decisively from day one — and scale with confidence.

Guided Onboarding Support

Dedicated launch manager with checkpoints.
Pre-configured mandate rule pack

Position limits, liquidity thresholds, and leverage caps baked in.

Real-time operational hub

Cash, positions, corporate actions, and breaks in one consolidated, unified view.

Ongoing partnership

Health checks + access to middle-office managed services if you choose to outsource later.

READY TO LAUNCH?

Let’s build your fund — with clarity from the start

Skip months of plumbing and focus on alpha. FundStudio delivers the tools, structure, and support to start strong—and grow smarter.

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