Fontavis Finance — AI-Powered Private Markets Platform
AI-Powered Private Markets Platform
One platform for the entire private markets lifecycle.
Fontavis Finance unifies fund operations, investment data, portfolio performance, investor relationships, and financial reporting into a single source of truth — built for private equity firms, venture capital funds, private credit managers, and fund administrators.
What Fontavis Finance Does
Five workflows. One source of truth.
Private markets firms run on data scattered across spreadsheets, portals, and point tools — one system for capital calls, another for portfolio KPIs, another for investor communications. Fontavis Finance connects them.
Fund operations and investment data, unified
Capital calls, distributions, the LP ledger, and fund structures live alongside the deal and portfolio company data your team already tracks — normalized into one clean picture instead of five disconnected exports.
Portfolio performance and investor relationships, connected
Because performance data and investor communications draw from the same source, LPs see consistent numbers, and your team spends less time reconciling reports and more time managing the fund.
Who It's For
Built for every side of the private markets ecosystem.
Private Equity Firms
Manage portfolio companies, LP relationships, and fund operations from one platform built for PE's pace of deals and reporting.
Venture Capital Funds
Track deal flow, portfolio company metrics, and investor communications without stitching together spreadsheets and point tools.
Private Credit Managers
Monitor loan performance, covenant compliance, and investor reporting across your entire credit portfolio.
Fund Administrators
Give every fund you administer a consistent operating layer for capital calls, distributions, and LP reporting.
The Platform
Six modules. One operating platform.
FundOS
Fund operations — capital calls, distributions, the LP ledger, and your compliance calendar.
InvestIQ
AI-powered investment data — aggregated and normalized from every source you track.
Portfolio360
Portfolio performance — KPIs, valuations, and benchmarking across every position.
InvestorConnect
Investor relations — LP communications, capital account statements, secure document sharing.
DealFlow
Deal sourcing and pipeline — a CRM built for private markets diligence workflow.
FinanceIQ
Financial reporting — consolidated financials and LP reports, generated automatically.
Why Fontavis Finance
Built for private markets, not retrofitted for it.
One platform, not five point tools
Replace the patchwork of spreadsheets, portals, and disconnected software most funds stitch together with a single operating layer.
AI built into the data layer
Because every module reads from the same source of truth, the AI has full context — not just whatever happens to be in one disconnected system.
Built for private markets, specifically
Every workflow assumes capital calls, waterfalls, and LP relationships from the ground up — not a generic ERP or CRM adapted for funds after the fact.
See Fontavis Finance in action.
A free product tour walks through the platform end to end — no commitment, just a look at what your team's day-to-day could look like on one system.