Gen II Technology Suite
North America · Europe · APAC · Global
The Gen II Technology Suite is a collection of proprietary, cloud‑based platforms designed to modernize private capital fund administration. The suite includes tools for data ingestion, treasury management, document collaboration, waterfall automation, reporting, analytics, and investor experience. Built specifically for private markets, these applications centralize data, enhance transparency, and streamline workflows for fund sponsors, investors, and service providers
Core product
Gen II Technology Suite, including: - Waterfall Engine – automated profit‑split and waterfall calculations - Data Ingestion – consolidates data from multiple sources into a unified system - Treasury Management – cloud‑based treasury operations with liquidity and risk controls - Financial Dashboards – real‑time analytics and performance insights - Doc Management – secure, permission‑based document collaboration - Data Engine – centralized data mart powering reporting & analytics - Sensr Solutions – investor onboarding, investor portal, analytics, and DataBridge integration layer
Use cases
Automated waterfall calculations, centralized data management, investor onboarding, investor portal delivery, reporting automation, treasury oversight, document collaboration, performance analytics
Functional categories (vendor-stated)
Integrations
Workflow stages
Portfolio focus
Private equity, private credit, venture capital, real assets, fund‑of‑funds
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