See TidalCap with your financial workflow.

What the demo covers

• TidalCap suite fit: TidalCap One, Dropzone, or a custom financial workflow
• LP, representative, and administrator portal workflows
• Fund, series, holdings, commitments, ownership, and document model
• Corporate actions including mergers, stock splits, conversions, distributions, and holding status changes
• Investor metrics including MOIC, DPI, RVPI, TVPI, XIRR, ownership, commitments, unfunded commitment, distributions, and portfolio value
• Reporting outputs: PDFs, ZIP bundles, spreadsheets, CSV templates, stock reports, activity reports, and communication lists
• Migration approach for existing investor, investment, fund, holdings, ownership, and document data
• Access controls, audit history, session activity, consent history, and correction workflows
• Dropzone commission workflows: trade ingestion, representative mappings, payout calculations, reconciliation, payroll exports, and reports