Institutional-GradePortfolio Management
Manage private markets, trading, and compliance in one unified platform. Built for asset managers who demand precision and control.
Comprehensive Platform
Everything You Need to ManageInstitutional Investments
A comprehensive platform designed for the complexity of modern portfolio management.
Multi-Asset Portfolio Management
Unified view of private equity, venture capital, real estate, fixed income, and public markets. Track NAV, valuations, and performance across all holdings.
Deal Pipeline & Due Diligence
End-to-end deal flow from sourcing through close. Stage gates, approval workflows, financial scoring, and integrated DDQ questionnaires.
Risk & Compliance
Automated DOA limits, SOX approval workflows, best execution monitoring, and regulatory reporting. Built-in audit trails for every transaction.
Trading & Execution
Order routing, broker integration, settlement tracking
Performance Analytics
TWR, MWR, IRR, PME, benchmark comparisons
Capital Flows
Capital calls, distributions, waterfall calculations
Allocation & Rebalancing
Target allocation, deviation alerts, optimization
Ledger & Accounting
Double-entry journal, chart of accounts, trial balance
SOPs & Workflows
Template-based procedures with approvals
Reconciliation
Position, cash, and NAV reconciliation with break management
Reports & Exports
Customizable reports, PDF/Excel export, scheduled delivery
Quick Onboarding
Get Started in Three Steps
Onboard your team quickly and start managing investments with confidence.
Connect Your Data
Import portfolios, link custodians, and configure your asset classes and benchmarks.
Configure Workflows
Set up approval chains, DOA limits, pipeline stages, and compliance rules.
Manage & Monitor
Track performance, execute trades, run reports, and stay compliant.
Enterprise Security
Built for Institutional Standards
Enterprise-grade security and compliance baked into every feature.
SOX-Compliant Workflows
Built-in segregation of duties and maker-checker approval patterns.
Full Audit Trail
Every action logged and traceable for complete accountability.
Role-Based Access
Granular permissions ensure users see only what they need.
Multi-Tenant Isolation
Complete data separation between organizations.
Ready to Streamline YourInvestment Operations?
Get a personalized demo and see how Elevana can transform your investment operations. Join leading asset managers already using our platform.