The Fontavis Finance Platform
Six modules, one source of truth. Fund operations, investment data, portfolio performance, investor relationships, and financial reporting — connected instead of scattered across separate systems.
Six Modules
Every part of the fund lifecycle, on one platform.
Each module works fully on its own, and works better connected — because every module reads from the same underlying data instead of its own separate database.
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.
See how the modules work together.
A free product tour is the fastest way to see how Fontavis Finance fits your fund's day-to-day — no commitment, just a walkthrough.