INDUSTRIES: FUND OF FUNDS & MANAGER RESEARCH

From GP sourcing to LP reporting, we configure your platform around how fund of funds teams operate.

Manager sourcing, due diligence workflows, fund performance monitoring, and LP reporting. Fund of funds technology sits at the intersection of manager research and fund administration, and we configure it for both sides.

3,900+

Projects delivered

All Strategies

PE, VC, credit, hybrid FoF

All Sizes

Emerging platforms to global FoFs

Where We See Firms Struggle with Technology

We have seen these patterns. Here is how we solve them.

01

Manager Pipeline with No Structure

Hundreds of conversations tracked in analyst spreadsheets. Due diligence scattered across shared drives. No systematic pipeline from first contact to commitment.

We build structured manager pipelines with due diligence workflows.

02

No Portfolio-level Fund Monitoring

Individual fund performance tracked via quarterly reports. No aggregated portfolio view. No systematic comparison against benchmarks or allocation targets.

We configure portfolio dashboards that aggregate across underlying funds.

03

Your Own Investor Base Managed Separately

Manager platform disconnected from your LP database. Capital calls and investor inquiries managed in separate systems. Growing AUM means more complexity — and manual processes do not scale.

We unify manager and investor relationship management on one platform.

04

Market Intelligence Outside your Workflow

Research platforms living outside your system. Analyst teams manually compile intelligence into memos. Data that should inform every manager review gets compiled from scratch.

We connect manager intelligence data natively into your workflow.

Operating across managers, portfolios, and your own LP base is complex by nature.

We configure your platform to keep up.

How Monarch Helps

Technology configured for your workflows.

Manager Sourcing & Pipeline

Structured manager pipeline from first contact through commitment — with stage tracking, meeting notes, and team-level visibility across your manager universe.

Due Diligence Workflows

Templated due diligence processes, document tracking, IC memo workflows, and investment committee approvals built around how your team evaluates managers.

Portfolio Fund Monitoring

Commitment tracking, capital call monitoring, distribution tracking, and fund performance dashboards aggregated across the full portfolio.

LP Investor Relations

Capital call management, distribution notices, and quarterly reporting automated for institutional-grade distribution to your investor base.

Market Data Integration

Research platforms and alternative data providers connected so your manager intelligence sits inside your workflow.

Platform Advisory

Evaluating whether your current platform is the right fit for your FoF structure? We have configured platforms for every FoF strategy.

A few of the platforms we deliver

What Our Clients Say

Don’t take our word for it, take theirs.

“I was very impressed. They implemented the Pitchbook / DealCloud integration much quicker than we expected. They were very responsive and took all of our suggestions into account.”

“I am grateful to the team for their commitment to project excellence.”

“Great experience with the team.”

"We could not have asked for better implementation support!"

Datasheet

Monarch implements
80+ workflows, integrations, and customizations.

See what’s possible.