Endowments
Built for Mission-Aligned Stewards of Capital
Power your team with institutional-grade tools for portfolio tracking, collaborative modeling, and thesis-driven workflows — built for modern asset managers.
Total Portfolio Oversight with Smarter Research Origination
Whether managing external GPs or internal mandates, our system brings research, performance attribution, and IC reporting into one cohesive workflow—designed for long-duration capital and mission-aligned investing.
Purpose-Built for Fundamental Analysts
Equip your analysts with tools purpose-built for bottoms-up fundamental research across sectors and geographies.
Elegant, Scalable Portfolio Monitoring
Track holdings, price movements, catalysts, and internal notes across all positions in one centralized platform.
Manager Research Workflows
Store and tag calls, track capital calls and distributions, and benchmark GP performance.
Compliance-Ready Workflow Support
Timestamp, archive, and permission internal research and model access to meet audit needs.
Committee Presentation Tools
Package research, insights, and allocation changes for board and investment committee reviews.
Scenario Modeling for Spending Policies
Project liquidity and funding impacts under various market conditions.
Historical Insight Archive
Review previous investment decisions, memos, and allocation frameworks.
Elegant Research Collaboration
Allow student analysts, CIOs, and consultants to collaborate within a shared environment.
Easy-to-Manage Data Harmonization
Assign tasks, track compliance items, and centralize workflow artifacts for audits.
Start building your investments on Countercyclical today.
