Capital OS
Deal Rooms & Syndication Infrastructure
Your Carta + AngelList + Juniper Square replacement. Complete fund management infrastructure for GPs, syndicators, and sponsors—from investor CRM to capital calls to K-1 distribution.
Key Capabilities
Everything you need to make smarter investment decisions
Investor CRM
Manage your LP relationships
- Contact management
- Communication history
- Investment preferences
- Commitment tracking
- Re-up forecasting
Deal Rooms
Professional data rooms for fundraising
- Secure document sharing
- Activity tracking
- Q&A management
- NDA workflows
- Investor access controls
Cap Table Management
Track ownership and allocations
- Ownership tracking
- Pro-rata calculations
- Transfer management
- Dilution modeling
- Scenario analysis
Waterfall Modeling
Visualize distribution mechanics
- Custom waterfall structures
- Preferred return calcs
- Catch-up provisions
- GP/LP splits
- Clawback tracking
Capital Operations
Automate fund operations
- Capital call automation
- Distribution processing
- Payment tracking
- Bank reconciliation
- Deadline management
LP Reporting Portal
White-labeled investor experience
- Quarterly statements
- Performance dashboards
- Document library
- K-1 & 1099 distribution
- Mobile-friendly access
Use Cases
See how investors use this feature to gain an edge
Fund Launch
A first-time fund manager used Capital OS to launch their $25M real estate fund. From deal room setup to final closing, the platform handled investor onboarding, subscription docs, and capital calls—saving 100+ hours of manual work.
Syndication Management
A real estate syndicator managing 12 active deals uses Capital OS to track 400+ investors across properties. Automated distribution calculations and K-1 delivery reduced back-office overhead by 60%.
LP Portal Deployment
A PE fund wanted to improve LP experience. Within a week, they deployed a white-labeled investor portal with quarterly reporting, document access, and performance dashboards—increasing LP satisfaction scores by 40%.
Capital Call Automation
A VC fund making monthly capital calls automated the entire process—from notice generation to payment tracking to ledger updates. What took 2 days now takes 2 hours.
Ready to Get Started?
Join thousands of investors already using Altellis to make smarter decisions.