- Financial Services
- Venture Capital
Beyond Capital Funds
A venture capital firm offering real-time visibility into investor portfolios.
Client Success Story
Beyond Capital Funds (BCF) is a U.S.-based venture capital firm focused on managing multiple investment funds with diverse portfolios. BCF serves a growing investor base that expects transparency, timely updates, and accurate fund performance reporting. To meet these expectations, BCF sought a digital solution that would modernize fund management and investor communication across all stages of the investment lifecycle.
Industry
Venture Capital / Financial Services
Technology Stack
- .NET 8
- HTML
- SCSS
- C#
- Javascript
- Jquery
- Micro Services
- Rest API
- SQL Server 2017
- MangoDB
- Multi-Tenant App
Key Success Points
- Created a secure portal for fund managers to log and share investment updates with investors in real time.
- Replaced manual Excel workflows with a centralized system that manages funds, companies, and investors.
- Allowed fund managers to oversee onboarding, allocations, and company performance within one interface.
- Provided investors with a comprehensive, real-time view of fund performance and valuation changes.
Challenge
Beyond Capital Funds managed updates through spreadsheets, resulting in delayed reporting and scattered investor communications. Maintaining fund data and tracking KPIs required hours of manual work, making it difficult to share clean, timely insights with stakeholders. Their goal was to eliminate inefficiencies and offer a more professional, digital experience to every investor.
The firm needed a system where fund activity, investor onboarding, and company performance could be managed and shared in real time. This would not only improve transparency but also allow the internal team to focus more on due diligence and fund growth rather than repetitive administrative tasks.
Solution
Aezion’s development team built a fund management platform specifically tailored to BCF’s structure. It enables fund managers to schedule funds, onboard investors, and log investments directly into the system. Automated calculations, valuation updates, and KPI tracking replace all manual Excel workflows while ensuring data consistency across modules.
The platform features dedicated modules for investors, companies, and fund performance. When new data is entered, it automatically populates relevant areas, giving investors immediate access to financial updates. Managers can now oversee the full fund lifecycle from a single interface—enhancing internal productivity and investor communication in real time.
Results
The custom-built system has significantly reduced BCF’s time spent on data entry and manual reporting. Managers now focus more on investment analysis and engagement, thanks to streamlined workflows and a central source of truth. Fund creation, investor management, and company tracking now happen within a unified, automated environment.
For investors, the portal introduced full transparency and immediate access to fund insights, valuations, and key metrics. This has strengthened investor trust and improved communication. BCF now operates with greater efficiency, offering an intuitive, real-time view of investment health that aligns with the expectations of modern venture capital stakeholders.