The operating
system for
private funds.
Capital calls, waterfall math, ACH, and an LP portal — built for syndications, funds, and the moment you grow from one to the other.
No sales call required·Same-day setup·30-day money-back guarantee
The waterfall engine your fund actually needs.
4-tier enforcement: Return of Capital → Preferred Return → GP Catch-Up → Profit Split. Time-weighted pref calculated by actual funding date — not flat-rate approximations.
Meridian West Partners
Capital Call #3
Your brand in their inbox.
Capital call notices, distribution confirmations, and custom updates — branded and delivered automatically. Your investors hear from your fund, not a software company.
Capital calls and distributions. Straight to the bank.
Investors link their bank account in seconds. Collect capital calls and send distributions directly — no wiring instructions, no manual transfers, no chasing down bank details.
Works for syndications. Works for funds. Works when you grow from one to the other.
Who uses Capgist
Built for the GP who does everything.
You found the deal, raised the capital, and manage the asset. You shouldn't also need to run a back office.
The Syndicator
Managing one deal with 12 investors. Tired of emailing Excel statements to LPs who are also invested in institutional funds with proper portals.
The Emerging Manager
Running $15M–$50M across 1–2 funds. Needs proper waterfall calculations but can’t justify $18K/year for enterprise software.
The Growing GP
Managing 3 funds and 40+ investors. Outgrown Google Sheets. Needs automated capital calls, distributions, and document management in one place.
Everything your fund needs. Nothing it doesn't.
No implementation team. No onboarding wait list. Same-day setup.
Adapts to Your Structure
Syndication, fund, hybrid, or unique structure. Configure once — Capgist adjusts.
Capital Calls
Issue calls in bulk with penny-accurate investor allocation.
Waterfall Distributions
4-tier engine: ROC, pref, catch-up, profit split.
Investor Portal
Branded self-service portal for your LPs.
Document Vault
K-1s, quarterly reports, and legal docs — access-controlled per investor.
Branded Email
Send capital call and distribution notices from your own domain.
ACH Payments
Collect capital calls and send distributions directly via ACH. No wiring instructions.
E-Signatures
Subscription docs, side letters, and amendments — signed electronically without leaving the platform.
Audit Trail
Every action logged. Full accountability.
See Capgist in action
Explore a fully loaded fund with sample investors, capital calls, and distributions. No signup. No sales call. Just click.
Your demo data is isolated and deleted after the session.
Your next capital call is 30 minutes away.
Bring your investor list — migration is included, free during beta. No sales call. Same-day setup.