Done-for-you · your existing tools
Works on top of the stack you already have.
Nothing gets migrated. We run the recurring work inside the tools you already pay for.
Your March pack
Positions and cap tablePositions and cap tableBooks and expensesBooks and expensesAllocationsAllocationsSigned documentsSigned documentsBank and cashBank and cashNothing exported
Five tools a fund already runs, each named on its own glass node: Carta, QuickBooks, Google Sheets, Google Drive and Mercury. Each is read where it sits and the line it is responsible for lands in one month's pack: positions and cap table, books and expenses, allocations, signed documents, bank and cash. None of the five changes.
5 sources, one pack
The admin platform, the books, the sheet, the file store and the bank, each read where it already lives and assembled into the month.
Your five tools ended the month exactly as they started it.
Every back-office fix starts the same way: export the records, learn a new platform, spend a quarter getting back to where you already were - and the work that was on your desk is still on your desk when it finishes.
Records migrated out of your current system
New platforms for your team to learn
Recurring jobs we run inside your stack
Team that already knows your fund
From chasing it to done for you.
Pricing
Two ways to work with us.
Have us run the recurring back office, or have us build you a system you own. Both start with a call.
We run your back office
Done-for-you operations, handled on the cadence each task needs. Built for firms under $100M.
- Reconciliations, reporting, capital calls or billing, investor and client comms
- Handled weekly to quarterly, on the cadence each task needs
- A dedicated operator who knows your firm
- Works inside your existing stack: custodians, QuickBooks, Sheets
- Response within 4 business hours
- Flat monthly. Pause or cancel anytime.
We build it, you own it
We scope and build the automations that run the work. You own the system, end to end. No size ceiling.
- A scoping call to map the workflows worth automating
- Custom automations built to your firm's process
- You own the system: no lock-in, no per-seat fees
- A custom dashboard over the systems we connect
- Full handover so your team can run it
- 3 months of maintenance and support included
- Optional care plan after, at a reduced monthly rate
Whatever you already use. A fund admin platform, a spreadsheet and a bank login are all workable. We fit our process to your stack rather than asking you to fit yours to ours.
Run it or build it. Both start here.
Book a call.
A short call on your back office: what we'd handle, on what cadence, and what it costs.