Aifredas
Family officesGeneral partnersSecurityContact

A workspace for investment operations.

See how investments are performing, what cash is needed next, and the ownership, documents and decisions behind each figure.

Explore a real workflow

For family offices · For general partners

Behind the position

Every figure keeps its context.

Open a value to see its reported source, ownership scope, review state and reporting date.

Ahead of the position

See what needs attention next.

Commitments, scheduled payments, approvals and reporting work stay visible without being confused with booked activity.

Operating horizonCurrent position
Performance, evidence and upcoming work An illustrative operating view connecting historical performance with source records and upcoming work. Historical performance Today Upcoming work Investment obligation due Report awaiting review
Source recordOwnership scopeReview recorded

For family offices

See family investments across their owning entities.

Review value, allocation and historical performance for the family or a legal entity. Keep commitments and scheduled cash needs in view, then open the supporting document or review.

Portfolio oversight
Private funds, listed assets, direct holdings, real assets and cash.
Ownership and liquidity
Entity scope, commitments and dated cash requirements.
Evidence and work
Supporting files, reviews, deadlines and owner reports.
Explore Aifredas for family offices

For general partners

Run investor operations across funds and vehicles.

Keep each fund, vehicle, share class, investor and commitment separate. Work through KYC, allocations, distributions, payment review, statements and publication without reducing them to one status.

Investor records
Investors, commitments, funds, vehicles and share classes.
Fund operations
Reviews, allocations, distributions and payment matching.
Investor delivery
Approved notices, statements, reports and publication history.
Explore Aifredas for general partners

Security and access

Options for a private operating environment.

Deployment and controls are configured for the client environment.

  1. Dedicated deployment

    Aifredas can run in a client-specific environment rather than a shared application database.

  2. Microsoft identity

    Staff can sign in through the client’s Microsoft tenant.

  3. Scoped access

    Responsibilities can be separated across finance, documents and investor-facing administration.

  4. Read-only banking

    Supported connections receive account information and cannot initiate or approve transfers.

  5. Recorded review decisions

    Review records retain the decision, reviewer and time.

Discuss your deployment and access requirements →

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