Industries

Illuminate Your Family Office Finances

With Finlyte’s solution for investment firms, investment management becomes intuitive and dramatically increases accuracy.

NetSuite will be enhanced to seamlessly prospect potential investments, streamline underwriting, automate distributions, trailing expenses and capital calls, and generate reports across numerous funds and holding companies. 

Have your portfolios easily accessible from the same login or keep them completely separate – it’s up to you!

man looking at charts going up

Benefits

Your Customized NetSuite Accounting Solution for Investments

A single source of truth for all investment activities.

Multi-entity consolidation lets you see the big picture.

Streamlined accounting shows you the information you actually need.

An intuitive user interface for faster learning.

Industry-specific pre-built reports highlight the data that matters to your business.

About Finlyte Investment Solutions

We Serve a Variety of Investment Firms

Any organization that depends on effectively managing portfolios of investments will benefit from the transparency and operational efficiencies unlocked by Finlyte’s solution.

Family Offices

Gain new insights into your investments.

Private Equity

Keep track of investors and enjoy the benefits of streamlined operations. 

Venture Capital

Take advantage of a full investment lifecycle solution for NetSuite.

Features

The Power of NetSuite at Your Fingertips

  • Full deal relationship management, or a CRM built specifically for investment activities.
  • Cap table automation for Distributions, Capital Calls, and Trailing Expenses
  • Accounting automation for equity purchases, convertible bonds, bonds, credit issuance, and many other investment vehicles
  • Pre-built reports for direct and indirect ownership
  • Partial ownership subsidiary automation

Implementation

Short Timeline, Fast Results

Our solution has been implemented with multiple practices across the United States. See first-hand the types of results our friends at SmileMD are experiencing.

30-60-90 icon