FUND OPERATIONS

Automated solutions for Private Funds

Sync data from Carta, QuickBooks, banks, and fund administrators. Get LP-ready reporting and accounting services for family offices in 24 hours.

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Workflow automation dashboard with operational metrics

MANAGEMENT REPORTING

Dashboarding that turns operating data into decisions

Give management committees and operating teams a live, defensible view of performance, risk, exposure, and liquidity—with drilldowns that travel from a board-level view to the underlying entity.

FOR FAMILY OFFICES

Accounting and business management, without the operational drag

Connect entities, trusts, family members, and investments while retaining the accounting systems your teams already know. SyncTru automates inter-company work, reconciliations, and consolidated reporting.

One operating view across every entity

Accounting · cash · ownership · reporting

Trusted by Fund Admins managing $2B+ AUM

ONE CONTROL LAYER

From disconnected source data to a defensible close

Connect

Bring Carta, QuickBooks, banks, and fund administrator files into one reliable workflow.

Connect

Bring Carta, QuickBooks, banks, and fund administrator files into one reliable workflow.

Reconcile

Auto-match records, triage exceptions, and create an explainable audit trail.

Reconcile

Auto-match records, triage exceptions, and create an explainable audit trail.

Report

Deliver NAV, cap table, and waterfall reporting with materially less manual work.

Report

Deliver NAV, cap table, and waterfall reporting with materially less manual work.