Imagine a world where every new deck and piece of communication is logged and tracked. Where documents can be stored and effortlessly shared with lawyers, accountants and advisors — and signed — for every single investor. Where Tribexa Transfer ensures that compliance, regulation and governance are a snap, with exclusive access to the parties that need access.

Tribexa’s proprietary software simplifies that complexity, turning hours of work into minutes, and even creates calendar and communication cadences to make sure deadlines are met. All on a platform that represents your business, with your logo, in the best light possible. And the estimated time to get you set up with Tribexa? Typically less than a day, often less than your lunch break.

Every quarter, you keep tabs on valuations, burn rates, fully diluted ownership, and you-name-it of every organization managing your wealth. Now imagine if that were automated, pulling in the data you need when you needed it. The time savings is extraordinary, but just the ability to reduce errors makes it a lifesaver.

Tribexa is not just built for the sprint of fundraising but the marathon of managing money well for generations. Once setup is done — often in an hour or two — documents are held for perpetuity, so the long view is built in. And fire drill management no longer need to be part of your repertoire.

What makes private markets challenging is the lack of clear, consistent insight. You want to keep close tabs on your investments, tracking P&Ls and watching your cashflow, including cap calls and distributions, and integrate that information with your public portfolio holdings and institutional cash. But in the ideal world you wish for, all this data isn’t just collected, it’s customized to how you need to see it.

Tribexa is that ideal world.

For companies using Tribexa’s enterprise ecosystem, this kind of insight is yours by design. The critical data isn’t buried in spreadsheets; up-to-the-minute details are gathered in your dashboard, allowing you the view-in you need. And the estimated time to get you set up with Tribexa? Typically less than a day, often less than your lunch break.

Your firm was hired to offer legal strategy for a deep portfolio. The challenge comes when you spend all your time tracking down document versions. Or the details of who signed what when. Or, worse, who relied on what document when signing.

These details—the ones that can make or break success—are what Tribexa does best (with amazingly fast implementation, often taking just hours). As a lawyer, you have access to Tribexa’s single source of truth, and have the paper trail of every time a document was touched. It means you pick up where your prior partner left off. It means you can get back to the strategy work that makes you valuable.

There was a point early on (about 1993 to be precise) when email started getting in the way of efficiency. When documents got diverted to the junk folder, got sent to the wrong email or couldn’t be opened. Eventually, along came Acrobat and Dropbox and Slack and DocuSign and Zoom, and suddenly it took 20 steps to get a signature. And maybe not even an authorized signature, but a stamp placed on a PDF. And that document was saved who-knows-where.

Tribexa is an enterprise ecosystem that, after just a couple hours of setup, tames the beast that business and the regulatory environment has become. A single source of truth allows necessary parties access to critical documents — for both internal and external accountants, advisors, lawyers or portfolio managers — and lets you actually conduct business with verified e-sign and Tribexa Transfer. Documents never leave the enterprise ecosystem, so it’s smart, secure and coordinates your team like never before.