Purpose-built for capital raising.
Every tied agent receives complimentary access to our fundraising platform. Purpose-built for alternative investments. Designed for the way placement professionals actually work.
One dashboard. Every mandate.
Your fundraising dashboard aggregates everything that matters into a single view. Total investors across all strategies. Open pipeline and weighted pipeline values calculated from your custom stage probabilities. Hard commitments. Overdue follow-ups.
Filter by team member to see individual performance. Switch between pipeline breakdowns by stage, strategy-level progress against targets, upcoming tasks, and a calendar view combining marketing events, roadshow stops, and follow-up deadlines.
No spreadsheets. No manual consolidation. Real-time numbers that reflect the current state of every fundraise.
Your investors. Fully organised.
Manage your entire investor universe in one place. Store contact details, classify by type (pension fund, family office, insurance company, fund of funds, and more), track AUM, assign ownership to team members, and maintain a complete activity history.
Every investor record is company-private. Your data never leaks to other agents or managers on the platform.
From first meeting to hard commit.
Track investor progress across every strategy you represent. Custom pipeline stages with configurable probabilities let you model your fundraising process exactly the way you work — from initial outreach through soft commit to subscription.
Weighted pipeline calculations use your custom stage probabilities. Final stages contribute 100%. Declined stages contribute 0%. Everything in between uses the probability you set.
Every mandate. Fully documented.
Organise the fund managers and strategies you represent. Each GP profile holds contact information, KYC document status, next update call dates, and internal notes. Each strategy captures everything a placement professional needs: vehicle type (AIF or UCITS), target size, currency, vintage, close dates, and more.
Institutional-grade data rooms. Built in.
Create virtual data rooms for due diligence, fundraising materials, or any scenario that requires controlled document sharing with external parties. Every data room includes folder structures, granular member permissions, and a full audit trail.
All file access is logged. You always know who viewed what and when.
From subscription to invoice. Seamlessly.
When an investor commits, the platform captures the subscription details including fee type, rate, and frequency. These flow into your invoicing workflow automatically.
No more spreadsheets to reconcile subscriptions against invoices. The data flows from pipeline to commitment to invoice.
Built for teams. Not just individuals.
Whether you are a solo practitioner or a team of five, the platform adapts. Assign investors and pipeline entries to individual team members. Filter the dashboard by owner. Manage roles and permissions.
Structured onboarding. From application to approval.
New tied agents go through a guided onboarding process directly on the platform. Schema-driven questionnaires, required document uploads, and a clear review-and-submit workflow. Once approved, the full fundraising platform unlocks.
Your data. Protected.
Included. Not extra.
The substnz platform is included in our standard tied agent arrangement at no additional cost. You are welcome to use it. You do not have to. But most agents find it becomes indispensable within weeks.