Family Office Software

Next-Level Investment Management Software for Family Offices

Highly customisable and configurable software solutions built for the Family Office Sector.

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Digital Transformation for Family Offices

With increasing portfolio allocation to alternatives, family offices have a growing need to streamline their operations. Quva offers the ultimate family office software solution suite to cover your entire investment cycle: from due diligence and portfolio planning to portfolio tracking and advanced performance and risk analysis.

Built for the Family Office Sector

Made for alternative investment professionals

 

We create state-of-the-art alternative investment software that enables the world's leading finance professionals streamline their end-to-end alternative investment propositions on any device, from anywhere and at any time.

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Customisable, Easy-To-Use Dashboards

Custom Pipelines
With no limitations on the number of pipelines, stages or deals within them, Quva's custom pipelines allow you to manage your workflow with ease.
Custom Pipelines
Opportunity Transactions
Quva allows you to manage, view and distribute opportunities, enabling your investors and limited partners to transact via their secure and dedicate client portal.
Opportunity Transactions
Client CRM
Streamline deal-sourcing activities with one centralised location for deal information in order to easily track deal financial performance and manage due diligence processes including deal expenses.
 
Client CRM
KPI Dashboard
Automatically produce industry-standard reports and custom templates, in order to seamlessly share information with key stakeholders.
KPI Dashboard
Investor Portal
White-labeled in your own brand colours, Quva's client portal allows your investors to securely login to transact and monitor investment opportunities.
 
Investor Portal
White-label Solution

Quva's white-label solution allows you to edit the look and feel of your platform, enabling you to showcase your company brand.

 

Updated within the settings area in seconds, you can update things like the colour scheme, upload logos as well change the terminology to suit your exact needs.

White-label Solution

Made by Investment Professionals for Investment Professionals

The team transforming alternative investments

 
Behind every great product, is an even better team. Meet the talented folk who have thought of, designed, and continue to develop Quva into the unparalleled solution it is today.

 

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Key Features

Quva offers a robust suite of solutions that enable Alternative Investment professionals across the globe to manage entire investment opportunities from start to finish.

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Client Onboarding

Effortlessly enhance your client onboarding process with Quva. Benefit from highly configurable and customisable features, enabling you to oversee every stage from investor categorisation to thorough Anti Money Laundering (AML) and Know Your Customer (KYC) verifications, ensuring robust regulatory compliance and delivering a seamlessly smooth experience for both you and your clients.
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Client Portal

Enhance investor engagement and streamline communication with Quva's innovative white-label client portal. Empower your investors with secure access to their portfolios, real-time investment opportunities, and seamless transaction capabilities. With intuitive features and personalisation, create deeper connections and facilitate informed decision-making for enhanced investment outcomes.
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Compliance

Compliance

Quva's Compliance functionality ensures adherence to local and international regulations with customisable alignment. It conducts rigorous AML/KYC checks and monitors PEP and Sanctions lists in real-time. Administrators receive instant alerts regarding discrepancies, empowering organisations to manage regulatory complexities confidently, mitigate risks effectively, and maintain compliance seamlessly.
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Back Office

Back Office

Experience unmatched efficiency and collaboration with Quva's back office platform. Effortlessly manage pipelines, collaborate with colleagues, and customise your experience with bespoke terminology, KPIs, and reports. Enjoy streamlined operations, improved teamwork, and valuable insights for superior performance and results.
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Document Management

Documents

Effortlessly manage, organise, and securely store all your documents throughout the investment journey with Quva. Our intelligent document features not only automatically generate and pre-populate various documents, including investor agreements and share certificates, but also facilitate e-signature, ensuring efficiency and compliance at every step.
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Reporting

With Quva's robust reporting functionality, you can effortlessly craft and distribute investor updates while tailoring custom Key Performance Indicators (KPIs) to suit your specific needs. Seamlessly integrate with intelligent and powerful reporting systems through our API, ensuring comprehensive insights and analytics to drive informed decision-making and optimise investment strategies.
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CRM

CRM

Quva's CRM offers a comprehensive view of investor records and their portfolios, enabling seamless communication and targeted opportunity distribution. Quva can also integrate with platforms like HubSpot and Salesforce, further enhancing efficiency, streamlining investor relationship management and maximising opportunity outreach for optimal engagement and growth.
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Transact

Transactions

Quva's client portal empowers investors to securely invest while enabling administrators to efficiently distribute capital calls for secure payments. With intuitive interfaces and robust security measures, investors confidently engage in opportunities, while administrators ensure seamless transactions, enhancing overall satisfaction and trust in your investment operations.
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Settings & Customisation

Quva offers unparalleled customisation and personalisation options, allowing users to tailor the platform to their unique needs. From branding and terminology adjustments to creating custom users and permissions, Quva empowers organisations to mold the system to fit their specific requirements.
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Discuss your needs and see Quva in action with a live, in-depth and personalised demo.

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Frequently Asked Questions

  • Quva is a highly customisable and configurable Private Markets Platform designed for Private Markets Investment Professionals. It enhances the management and oversight of investments in private equity, real estate, infrastructure, and other private markets.
  • Quva is designed for Private Markets Investment Professionals, including fund managers, institutional investors, family offices, and advisors who manage private market investments and seek an efficient, integrated solution.
  • Quva stands out with its unparalleled customisation and configurability, allowing users to tailor the platform to their specific investment strategies and workflows. It integrates seamlessly with existing tools and provides a comprehensive feature set.
  • With all Quva solutions being fully customisable and bespoke to the client, an exact cost will be determined based on your requirements. Simply get in touch with us today and we’ll be happy to give you a custom quote.
  • Quva is highly customisable, allowing users to configure modules, workflows, and reports to fit their unique needs. This flexibility ensures that Quva can adapt to the specific requirements of different private market investment strategies.
  • As Quva is fully customisable and bespoke to each client, it usually takes a little onboarding and custom development to get you up and running. The exact amount of time is purely down to the requirements of your own needs.
  • Yes, Quva is designed for seamless integration with various third-party software, including CRM systems, accounting tools, and data providers, ensuring a cohesive and streamlined workflow.
  • Quva provides comprehensive support, including onboarding assistance, training sessions, and ongoing technical support. Our dedicated team is available to help users maximise the platform’s potential and address any issues that arise.
  • Implementing Quva is designed to be smooth and efficient. Our structured onboarding process, guided by our expert team, ensures a seamless transition with minimal disruption to your operations.
Quva News & Insights
Here you'll find all the latest news, insights and content from the investment and world of Quva
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Who we work with

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Request a Demo

Whether you’re looking to streamline how you manage your investments, or simply have a burning question, get in touch today and see how Quva can help take you and your business to the next-level.

 

Simply fill out the form and of our digital transformation experts will be in touch.