DISTRIBUTARY
An operating system for asset management & investing
Simple and transparent private asset management
Document to Ledger
Single source of truth for prospective and existing private investments
- Email or upload private investment documents or connect your investment portal
- Distributary extracts economic details and organizes the data in a searchable document store
- You explore an interactive balance sheet, performance, risk and opportunity through a standard lens.
Standardized Performance
Make evidence based decisions by maintaining the big picture
- View apples to apples metrics across any asset, via any vehicle
- Instantly see how corporate actions, partners capital activity statements, founders updates and secondary transactions affect your bottom line
- View potential K-1’s in real time and store your actual K-1’s when you finally receive them.
Connect the Dots with ease
Understand your investments and do something about it
- We automate the boring things, elevate the important things and help you transact
- We keep track of the value of and activity from your private investments
- Receive updates for secondary liquidity opportunities and tax relevant dates like long term capital gains and qualified small business stock treatment