Managed Operations
Selected recurring fund, investor, entity or reporting workflows are executed under agreed controls.
Who We Serve · Private Equity & Venture Capital
Private-capital managers need to coordinate fundraising, capital activity, portfolio ownership, valuations, SPVs, investor records and recurring reporting across multiple providers. Kelton connects those workflows so fund, LP, entity and portfolio information can be processed with greater speed, visibility and control.
Buyout · Growth equity · Venture capital · Co-investments · Secondaries · Continuation vehicles
WHY WE ARE DIFFERENT
LP expectations are rising while fund structures, portfolio data and reporting obligations are becoming more complex. Traditional in-house processes often depend on spreadsheets and key individuals; traditional service models can be slow, fragmented and expensive. Kelton combines AI-native workflows with private-markets expertise and human review.
WHAT YOU GAIN
WHAT WE OFFER
HOW WE DELIVER
Selected recurring fund, investor, entity or reporting workflows are executed under agreed controls.
Kelton implements the data, workflow and AI layer for the manager's team to operate.
Responsibilities are divided among the manager, Kelton and existing appointed providers.
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