Product
One platform for all of your data, with an interface built for your team.
Inviscid brings every data source your firm relies on into a single, trusted place. Then we design and build a custom interface around how your investment team actually works.
- Data sources
- All in one
- Interface
- Custom built
- Hosting
- Your cloud
- Support
- Ongoing
What you get
Less time gathering numbers. More time with investors.
Every source, connected
Custodians, administrators, banks, GP portals, CRMs, and the spreadsheets your team relies on today. We connect them all, including PDFs and emailed statements, so nobody has to copy numbers from one place to another.
Custodians · admins · GP portals · CRM · spreadsheets
One set of numbers
Data is checked and matched automatically, so the figures your investment team shares with investors are the same ones it uses to make decisions. Anything that does not line up is flagged before it reaches anyone.
Automatic checks · flagged differences · full history
A custom interface for your team
We design and build the screens your people actually use, shaped around how your firm works rather than a generic vendor template. As your needs change, we keep building.
Designed with you · built by us · always evolving
Investor reporting, on time
Quarterly letters, capital account statements, fact sheets, and answers to investor questionnaires, all generated from the same trusted data. Less chasing, fewer late nights at quarter end.
LP statements · fact sheets · DDQ support
Answers for the investment team
Performance, exposure, cash, and commitments across public and private investments, available in a few clicks. Give principals and investment teams a clear view without waiting on a report.
Performance · exposure · cash · commitments
Secure and yours
Your data stays in your own environment, with permissions that control who sees what and a complete record of every change. Built to stand up to investor due diligence.
Single sign-on · permissions · audit history
How it works
Data comes in once. Everyone sees the same answer.
Information from every source flows into one place, gets checked along the way, and appears in the screens and reports your team uses. No retyping, no conflicting spreadsheets, and every figure can be traced back to where it came from.
What your team sees
04- Custom dashboards
- Investor reports
- Excel exports
How it is calculated
03- Performance
- Exposure
- Currency conversion
One source of truth
02- Holdings & cash
- Investors & entities
- Full history
Your data sources
01- Custodians & banks
- Fund administrators
- GP & private fund statements
- Internal spreadsheets
FAQ
Questions we get asked early
See what it would look like for your firm.
Share a few of the reports and files your team works with today. We will show you how they would come together in one place, with an interface designed around your team.