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What is Maybern?

Maybern is a cutting-edge, cloud-based solution tailored for fund management, specifically aimed at private capital managers and their finance teams. This platform proficiently models a wide range of elements, including fund structures, investor commitments, capital calls, distributions, allocations, fees, waterfalls, credit facilities, and performance indicators, employing governed logic and traceable calculations. Teams leverage this tool to monitor fund economics, evaluate actual performance against forecasts, perform scenario analyses and hypothetical liquidation assessments, produce investor reports, and reconcile files received from administrators. In addition, the platform features AI agents capable of reconstructing fees and waterfalls, identifying discrepancies in reconciliations, generating quarterly reports, and crafting responses to limited partners based on the established guidelines of each fund. Maybern supports a broad spectrum of fund types such as private equity, real estate, private credit, and growth equity funds, accommodating structures like master-feeder, parallel, AIV, blocker, and SPV. The MCP server further enhances functionality by linking compatible AI clients to fund data and calculations, while strictly following the permissions defined by the customer within Maybern. This all-encompassing approach empowers fund managers to operate with improved efficiency and precision throughout their financial processes, ultimately driving better outcomes for their investments. Moreover, Maybern's flexibility allows it to adapt to the evolving needs of fund managers in an increasingly complex financial landscape.

What is Altvia?

Altvia provides a cutting-edge platform paired with exceptional expertise to assist your firm in navigating the growing complexities of expansion, which involves managing an increasing number of funds and a broader base of limited partners. You can easily distribute customized materials like PPMs, K1s, and capital calls, all while improving the investor experience through a secure portal bolstered by in-depth analytics. At the core of a modern technological platform is a cohesive source of truth that streamlines vital workflows, manages contacts, maps relationships, and automates essential tasks such as emails and assignments. Experience unmatched visibility into your deal flow, which allows you to prioritize opportunities based on their origin or similarity to your firm’s most advantageous investments. Moreover, simplify the reporting processes for portfolio companies and enhance data collection, giving you more time to focus on understanding value creation and evaluating the health of your investments. This comprehensive strategy not only boosts operational efficiency but also cultivates stronger connections with both investors and stakeholders, ultimately leading to more informed decision-making and growth opportunities. By embracing these innovations, your firm can stay ahead in a competitive landscape.

Media

Media

Integrations Supported

Anthropic
ChatGPT
Claude
Microsoft Copilot
Model Context Protocol (MCP)

Integrations Supported

Crunchbase
Dakota Marketplace
Meridian
PitchBook
Preqin
Salesforce
SourceScrub

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Not specified

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Maybern Solutions

Date Founded

2021

Company Location

United States

Company Website

www.maybern.com

Company Facts

Organization Name

Altvia

Date Founded

2006

Company Location

United States

Company Website

altvia.com

Categories and Features

Investment Management

Not specified

Categories and Features

Financial Analytics

Not specified

Hedge Fund

Contact Management
Investor Reporting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Client Management
Compliance Reporting
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics
Portfolio Management

Private Equity

Not specified

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