AssetOS Logo
New Fund Launch

Your new fund. Operational before the first deal arrives.

Configure your vehicle, set up compliance, onboard your team - infrastructure in place before the first offer lands.

Mandat
Compliance
Erster Deal
Skalieren

How it works

1Compliance

Stable processes built on the latest technology.

Investment guidelines, documentation structure, and audit framework are part of the setup - not an afterthought. What's built correctly from day one doesn't need to be reconstructed for the first audit.

Investor profile

Swiss Core Residential

ZHResidentialCHF 10-50M

KO criteria applied automatically after extraction.

Qualification results
Swiss Core ResidentialFits
Value Add LightIncomplete
Retail MandateDoes not fit

Missing

4

Requested

3

Received

9

Accepted / N.A.

2

Document readinessCommittee prep
Lease agreementsReceived
Fire insurance policyRequested
CapEx historyMissing
2Vehicle

Configure your acquisition profile before the first deal arrives.

Define pipeline stages, investment criteria, and decision workflows before the first offer comes in. What's configured correctly from the start doesn't need to be reworked when volume picks up.

3First Deal

The first offer meets a ready pipeline.

Screened against your acquisition profile, captured in structure, tracked from first contact. No retroactive data entry, no reconstruction. The process runs from day one.

Outlook

Re: Alpenstrasse 17

Sehr geehrter Herr Muster, Anbei schicke ich Ihnen eine top Möglichkeit.

4
Send
Outlook

Re: Hauptstrasse 25

Hallo Frau Schmidt, Ich hoffe, es geht Ihnen gut. Hier ist das Angebot…

5
Send
Outlook

Re: Lindenweg 3

Guten Tag Herr Müller, Ich freue mich, Ihnen die Ergebnisse unserer letzt…

6
Send
Screening2

Alpenstrasse 17

Hauptstrasse 25

LOI1

Bergweg 8

DD0
4Scale

More funds, larger team, no rebuild.

Add more vehicles, grow your team, activate AI features. The infrastructure scales with the fund - no system switch, no data loss, no setup from scratch.

Explore the platform

01Deal Intake

Every deal, structured from the first email.

02Pipeline

Run your pipeline meeting from one live view.

03Analysis

One deal, one workspace. Everything in context.

04AI Due Diligence

Upload the documents. Get the findings.

05Collaboration

One place for your team and your counterparties.

06Reporting

Reports for management and board committees.

07CRM

Every email, in the context of your deal.

08Document Generation

IC Memos, NBOs/BOs, rejections. Generated, not drafted.

Explore more solutions

By initiative

Efficiency & Professionalization

Eliminate manual work and build institutional-grade processes.

AI Use Cases

Automate extraction, screening, and document generation with AI.

Team Growth

Scale your team without scaling complexity.

Compliance

Rejections documented, investment guidelines provable, audit-ready.

See AssetOS in action

A short demo to show how AssetOS fits into your workflow.