Fund-in-a-Box
Full-service fund management solution providing the operating infrastructure fund managers need to launch and operate investment funds efficiently and to institutional standards.
Fund-in-a-Box brings together the core components required to establish and operate an investment fund under one coordinated delivery model.
It is designed to reduce complexity, improve operational consistency, and support investor confidence and manager growth.
Why Fund-in-a-Box
Instead of coordinating multiple service providers, Fund-in-a-Box provides a single operating partner across key fund lifecycle functions — reducing time, effort and cost.
Speed to market
Integrated delivery
Institutional standards
Value for money
What's included
Everything you need to launch and run your fund
Establish the fund
• Fund formation & structuring
• Fund documentation
• Trustee / Responsible Entity services and AFSL coverage and supervision support (where applicable)
• Incidental custody as part of the service (independent custodian optional)
Onboard and manage investors
• Digital applications and structured investor onboarding
• Automated KYC/KYB and AML/CTF processes
• Investor onboarding & registry
• Investor communications and document management
• Investor portal access
Operate and scale
• Fund administration & accounting support
• NAV / unit pricing
• Investor and fund reporting
• Audit support and coordination
• Tax and regulatory reporting
Value delivered
Faster launch
Improved operational consistency
Better investor experience
Reduced operational risk
Cost efficiency
Ready to launch your fund
Let's discuss your fund structure, timeline and operational requirements.